Financial Advisor Trainee - Accelerator to Independence

HTU; Tampa (FL); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Base + uncapped incentives

$1000 bonus after trainee period

401(k) plan with 2% company contrib. +

6% company match

Paid vacation and holidays

Job summary

HTU in Tampa, FL is seeking participants for an education‑based Accelerator Program designed to transition trainees into independent Financial Advisors within 24 months or less. You'll learn to provide holistic financial guidance, complete a structured training path, and gain hands‑on experience in selling Individual Insurance products.

During the program you will conduct research, prospect through networks and events, and collaborate with the Home Office to complete proposals and underwriting

Qualifications

• Licenses required before starting: Life and Health, with up to two attempts allowed.
• Passing CRD/FINRA background check at hire and ongoing; securities license within 24 months.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills using networks, events, and social media.
• Acquire product knowledge and demonstrate expertise in features and benefits.
• Oversee content, proposals, and underwriting paperwork between field and Home Office.

Skills

Self-motivated

Results-oriented

Independent worker

Team collaboration

Networking

Communication

Research

Education

Bachelor's degree or equivalent

Insurance licenses (Life & Health)

Job description

HTU in Tampa, FL is seeking participants for an education‑based Accelerator Program designed to transition trainees into independent Financial Advisors within 24 months or less. You'll learn to provide holistic financial guidance, complete a structured training path, and gain hands‑on experience in selling Individual Insurance products.

During the program you will conduct research, prospect through networks and events, and collaborate with the Home Office to complete proposals and underwriting