Financial Representative Trainee

Join a structured trainee program to develop the skills needed to sell individual insurance products and build a financial practice. You will receive training and mentorship, develop prospecting skills, explain product features, and coordinate client proposals and application paperwork. The role requires local travel and obtaining required insurance licenses before starting. Participate in training, classroom discussions, goal-setting, and progress evaluations. Market individual insurance products and develop direct sales experience. Research and identify prospects through networking, community events, personal networks, and social media. Learn and explain product features and benefits to clients. Prepare proposals and coordinate paperwork through field and home office teams. Support application submission and underwriting workflows. Insurance product sales Individual insurance marketing Prospecting Market research Targeting prospective clients Networking Insurance product knowledge Proposal preparation Application processing Underwriting paperwork coordination 401k Paid Time Off Personal Time Paid Holidays Required insurance licenses before starting Life and Health insurance exam Securities license within 24 months Valid U.S. driver's license