Financial Services Trainee: Lead, Learn & Grow Remotely

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

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.