Financial Representative Trainee

Strive Solutions; El Mirage (AZ); On-site; USD 40,000 - 55,000; Full time

Job summary

Strive Solutions in Arizona offers a structured trainee program to build expertise in selling individual insurance products and developing a personal financial practice. You will participate in training, mentorship, and hands-on sales activities while supporting prospecting and client engagement.

The program emphasizes licensing—insurance licensing is required before selling, with securities licensing as a potential step as you progress.

Qualifications

• Interest in sales and building long-term client relationships.
• Ability to learn insurance and securities concepts and compliance requirements.
• Detail-oriented approach to paperwork, proposals, and documentation.
• Coachable mindset with strong communication and interpersonal skills.

Responsibilities

• Identify and cultivate prospects for individual insurance offerings
• Learn and explain product offerings and coverage options
• Coordinate proposal development and assist with application paperwork
• Collaborate with mentors to refine sales approach and client service
• Obtain required insurance licensing before beginning to sell
• Earn securities licensing as required

Skills

Sales interest

Learn insurance concepts

Attention to detail

Communication

Job description

Participate in a structured trainee program to build expertise in selling individual insurance products and developing a personal financial practice. Engage in training and mentorship while supporting sales activities, prospecting, and client engagement.

Key Duties

• Identify and cultivate prospects for individual insurance offerings
• Learn and explain product offerings and coverage options
• Coordinate proposal development and assist with application paperwork
• Collaborate with mentors to refine sales approach and client service
• Obtain required insurance licensing before beginning to sell
• Earn securities licensing as required

Qualifications & Skills

• Strong interest in sales and building long-term client relationships
• Ability to learn insurance and securities concepts and compliance requirements
• Detail-oriented approach to paperwork, proposals, and documentation
• Coachable mindset with strong communication and interpersonal skills