Financial Representative Trainee

Strive Solutions; Glen Allen (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

Strive Solutions in Glen Allen, Virginia, seeks trainees to become experts in selling individual insurance products and building a financial practice. The program provides structured training, mentorship, and real client exposure to develop advisory and practice-building skills.

You will complete product training, prospect for clients, prepare proposals, coordinate submissions, and work with mentors to advance toward an independent advisor role in a supportive team environment.

Qualifications

• Strong communication and relationship-building abilities.
• Comfort with prospecting, client-facing conversations, and proposal preparation.
• Attention to detail for application coordination and documentation accuracy.
• Motivation to learn, take direction, and progress toward an independent financial advisor role.

Responsibilities

• Complete product training to gain in-depth knowledge of individual insurance offerings.
• Prospect for potential clients and identify opportunities to meet their needs.
• Create client proposals and guide clients through suitable insurance options.
• Coordinate the application process to ensure accurate and timely submissions.
• Work with mentors to develop selling, advisory, and practice-building skills.

Skills

Communication

Prospecting

Proposal prep

Application coordination

Mentorship

Job description

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Role Summary

Participate in a structured trainee program focused on developing expertise in selling individual insurance products and building a financial practice.

Role Summary

Participate in a structured trainee program focused on developing expertise in selling individual insurance products and building a financial practice.

Key Responsibilities

• Complete product training to gain in-depth knowledge of individual insurance offerings.


• Prospect for potential clients and identify opportunities to meet their needs.


• Create client proposals and guide clients through suitable insurance options.


• Coordinate the application process to ensure accurate and timely submissions.


• Work with mentors to develop selling, advisory, and practice-building skills.

Qualifications & Skills

• Strong communication and relationship-building abilities.


• Comfort with prospecting, client-facing conversations, and proposal preparation.


• Attention to detail for application coordination and documentation accuracy.


• Motivation to learn, take direction, and progress toward an independent financial advisor role.

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