Financial Representative Trainee

Strive Solutions; Fort Worth (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

Strive Solutions in Fort Worth, TX offers a structured trainee program to develop skills to sell individual insurance products and build a client-focused financial practice.

You will receive training and mentorship to strengthen prospecting, product knowledge, and sales execution, with licensing steps guided to eligibility. The program emphasizes hands-on client engagement and field travel to grow a robust client pipeline.

Qualifications

• Willingness to obtain insurance licenses.
• Willingness to travel locally to meet clients.
• Strong communication and client-focused approach.
• Eagerness to train and be mentored.

Responsibilities

• Learn prospecting techniques to identify potential clients.
• Explain insurance features, benefits, and suitability to clients.
• Coordinate client proposals and supporting application paperwork.
• Build and maintain a pipeline that supports long-term practice growth.
• Complete required licensing steps to become eligible to sell insurance products.

Skills

Prospecting

Communication

Learning mindset

Job description

Role Summary: Participate in a structured trainee program to develop the skills to sell individual insurance products and build a client-focused financial practice. Receive training and mentorship to strengthen prospecting abilities, product knowledge, and sales execution.

Key Duties

• Learn and apply prospecting techniques to identify and engage potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate and manage client proposals and supporting application paperwork.
• Build and maintain a pipeline that supports long-term practice growth.
• Complete required licensing steps to become eligible to sell insurance products.

Requirements & Qualifications

• Ability and willingness to obtain required insurance licenses.
• Comfort with local travel to meet clients and support prospecting efforts.
• Strong communication skills and client-focused approach.
• Willingness to learn through training and mentorship.