Financial Services Trainee Ds EntryLevel

Nobility Financial - Relentless Team; Dallas (TX); On-site; USD 43,000 - 58,000; Full time

Job summary

Nobility Financial - Relentless Team in Dallas, TX seeks a Financial Services Trainee to guide individuals and families in life insurance, retirement planning, and financial protection. The role emphasizes growth through our training programs and mentorship, with a performance-based commission structure and a culture focused on service and excellence.

No prior financial services experience is required; complete training will prepare you to succeed.

Qualifications

• Strong communication and interpersonal skills required; training provided for role.
• Must be at least 18 years old and legally eligible to work in the United States.
• No prior financial services experience required; comprehensive training provided.
• Must be willing to obtain a Life Insurance License.
• Must pass financial and criminal background checks.

Responsibilities

• Meet with individuals and families to discuss their financial goals
• Educate clients on life insurance and retirement planning options
• Help clients identify strategies to protect their income, family, and future
• Conduct appointments virtually and in person
• Assist clients through the application and underwriting process
• Provide exceptional customer service and ongoing policy support
• Build and maintain long-term client relationships
• Participate in ongoing training, mentorship, and leadership development
• Maintain accurate client records and documentation

Skills

Strong communication

Interpersonal skills

Self-motivated

Goal-oriented

Coachable

Social media savvy

Remote communication tools

US work eligibility

Life Insurance License

Background checks

Job description

At Nobility Financial - Relentless Team, we're on a mission to empower individuals like you to build a fulfilling career in the financial services industry. As a Financial Services Trainee, you'll play a pivotal role in guiding individuals and families through their financial journeys, focusing on life insurance, retirement planning, and financial protection. You'll thrive in an environment that champions professional growth, supported by our innovative training programs and dedicated mentorship. This is more than just a job—it's a chance to develop essential business, communication, and leadership skills while making a meaningful impact. We believe in flexibility, rewarding performance, and fostering a culture that values ambition and personal growth. Whether you're new to the industry or looking to pivot your career, our comprehensive training will prepare you to succeed. Join us, and let's work together to improve financial security and strengthen families through shared business ventures. You're not just joining a company; you're becoming part of a community committed to excellence and service. Compensation: $50,000 at plan commission performance-based

Responsibilities:

• Meet with individuals and families to discuss their financial goals
• Educate clients on life insurance and retirement planning options
• Help clients identify strategies to protect their income, family, and future
• Conduct appointments virtually and in person
• Assist clients through the application and underwriting process
• Provide exceptional customer service and ongoing policy support
• Build and maintain long-term client relationships
• Participate in ongoing training, mentorship, and leadership development
• Maintain accurate client records and documentation

Marketing & Growth Channels

You’ll learn how to generate new business through:

• Social media marketing
• Referral-based marketing
• Community networking
• Digital lead generation
• Relationship building and direct outreach
• Educational workshops and events

Responsibilities:

• Meet with individuals and families to discuss their financial goals
• Educate clients on life insurance and retirement planning options
• Help clients identify strategies to protect their income, family, and future
• Conduct appointments virtually and in person
• Assist clients through the application and underwriting process
• Provide exceptional customer service and ongoing policy support
• Build and maintain long-term client relationships
• Participate in ongoing training, mentorship, and leadership development
• Maintain accurate client records and documentation

Marketing & Growth Channels

You’ll learn how to generate new business through:

• Social media marketing
• Referral-based marketing
• Community networking
• Digital lead generation
• Relationship building and direct outreach
• Educational workshops and events

Qualifications:

• Strong communication and interpersonal skills
• Self-motivated and goal-oriented mindset
• Must be coachable and willing to learn
• Comfortable using social media and online communication tools
• No prior financial services experience required; training provided
• Must be at least 18 years old
• Must reside in the United States
• Must be authorized to work in the United States
• Must be able to pass a financial and criminal background check
• Must be willing to obtain a Life Insurance License
• DFW-area candidates preferred; remote opportunities available nationwide

Compensation:

$50,000 per year