Financial Representative Trainee

Tharp Consulting; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Tharp Consulting is launching an Accelerator Program to build skills for selling individual insurance products and developing a financial practice in Phoenix, AZ. The program emphasizes structured training, mentor guidance, and client-centered sales conversations.

Participants will conduct prospecting, meet clients to assess needs, and present suitable solutions, with ongoing product education. Proposals and underwriting paperwork will be coordinated throughout the process.

Qualifications

• Must obtain required insurance licenses before start.
• Securities licensing within required timeframe.
• Strong communication and relationship-building skills.
• Detail-oriented with organizational skills for proposals and underwriting docs.

Responsibilities

• Complete structured training and learn product-specific sales practices.
• Work with mentors to build a client-focused approach.
• Conduct prospecting and hold client meetings to assess needs and present suitable solutions.
• Provide ongoing product education to support informed client decisions.
• Coordinate proposals and manage application paperwork through underwriting.

Skills

Communication

Relationship-building

Client-facing skills

Learning agility

Education

Insurance licenses required

Securities licensing within timeframe

Job description

Role: Participate in an Accelerator Program to build the skills needed to sell individual insurance products and develop a financial practice.

Key Responsibilities

• Complete structured training and learn product-specific sales practices.
• Work with mentors to build a client-focused approach.
• Conduct prospecting and hold client meetings to assess needs and present suitable solutions.
• Provide ongoing product education to support informed client decisions.
• Coordinate proposals and manage application paperwork through underwriting.

Qualifications & Requirements

• Required insurance licenses must be obtained prior to beginning the role.
• Obtain required securities licensing within the required timeframe.
• Strong communication, relationship-building, and client-facing skills.
• Ability to learn product details and apply them in sales conversations.
• Detail-oriented with strong organizational skills for proposal and underwriting documentation.