Entry-Level Insurance & Financial Advisor Trainee

RG&T Solutions; Town of Jackson (WI); On-site; USD 42,000 - 51,000; Full time

Job summary

RG&T Solutions is seeking candidates for a structured trainee program to develop skills in selling individual insurance products and building a financial practice. You will receive training and ongoing mentorship to strengthen sales and advisory capabilities, along with licensed preparedness.

Travel locally as needed, obtain required licenses, and grow a professional client base through proactive outreach and thorough documentation.

Qualifications

• Willing to travel locally for client engagements.
• Obtain and maintain required insurance licenses.
• Strong communication and customer-focused approach.
• Detail-oriented for documentation and application processing.

Responsibilities

• Receive training and mentorship to enhance sales and financial advisory capabilities.
• Develop prospecting skills to identify and reach potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate client proposals and manage application paperwork accurately.
• Build and support a growing client base through professional client interactions.

Skills

Sales skills

Communication skills

Customer service

Detail oriented

Job description

RG&T Solutions is seeking candidates for a structured trainee program to develop skills in selling individual insurance products and building a financial practice. You will receive training and ongoing mentorship to strengthen sales and advisory capabilities, along with licensed preparedness.

Travel locally as needed, obtain required licenses, and grow a professional client base through proactive outreach and thorough documentation.