Insurance Advisor Trainee - Build Your Financial Practice

Strive Solutions; Glen Allen (VA); In loco; USD 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication

Prospecting

Proposal prep

Application coordination

Mentorship

Descrizione del lavoro

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.