Financial Representative Trainee

Strive Solutions; Huxley (IA); On-site; USD 40,000 - 56,000; Full time

Job summary

Strive Solutions seeks a Trainee in Insurance Sales & Financial Practice Development to build skills in selling individual insurance products and developing a long-term practice. You will receive training and mentorship to enhance prospecting, articulate product value, and guide clients through applications.

The role emphasizes learning, coaching, and building a sustainable client base, with local travel required to support client engagements and licensing processes.

Qualifications

• Strong communication and client-facing skills.
• Ability to explain complex information clearly and persuasively.
• Detail-oriented with strong organizational/documentation skills.
• Motivated to learn, coachable, and able to build a sales practice.
• Willingness to complete required insurance licensing.

Responsibilities

• Learn and apply prospecting techniques to identify potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate client proposals and manage application paperwork.
• Work toward building a sustainable client base and referral network.

Skills

Communication

Prospecting

Client-facing

Detail-oriented

Licensing readiness

Job description

Trainee — Insurance Sales & Financial Practice Development

Participate in a structured trainee program to build the skills required to sell individual insurance products and develop a long-term financial practice. Receive training and mentorship focused on developing prospecting capabilities, communicating product value, and guiding clients through the application process.

Key Responsibilities

• Learn and apply prospecting techniques to identify potential clients
• Explain insurance product features, benefits, and suitability to clients
• Coordinate client proposals and manage application paperwork
• Work toward building a sustainable client base and referral network

Qualifications & Skills

• Strong communication and client-facing skills
• Ability to explain complex information clearly and persuasively
• Detail-oriented with strong organizational/documentation skills
• Motivated to learn, coachable, and able to build a sales practice
• Willingness to complete required insurance licensing

Notes

Local travel is required.