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Accounting / Finance Jobs
Full Time
8/1/2025
Dallas, TX 75201
(2.0 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSales Manager - Remote Remote | 503986 Advisor Sales Manager - Indianapolis, IN Indiana | 503891 Advisor Sales Manager - Houston, TX Texas | 503932
Full Time
8/7/2025
Dallas, TX 75201
(2.0 miles)
Description Brinks Homeis a leader in thesmart security industry,protectingoveronemillion people across the U.S., Canada, and Puerto Rico.Our platinum-grade protection is backed by award-winning customer service and expertly trained professionals.We strivefor the highest standards for our customerswhile fostering a positive work environment for our employees.We create aculturethatfosters innovation, celebrates creativity, and encourages authenticity. Join us and be part of a collaborative team that is relentless inourpursuit of security for life.PositionOverview:We are currently seeking a motivated and dynamic Senior Financial Analyst to join our team. This is an exciting and highly visible opportunity to be a key driver in our enterprise budgeting and financial reporting from the ground up. The Senior Financial Analyst will support annual budgeting and quarterly forecasting, monthly reporting and close processes, and other ad hoc analysis and project support.*Location:Dallas, TX (Hybrid role, reporting to the office 1-2x/week) *KeyResponsibilities:Financial Systems Management:Serve as an assistant administrator for Workday Adaptive PlanningEnhance and maintain sheets, reports, and other key reporting infrastructure in AdaptiveDevelop a thorough understanding of related finance data flows and processes and look for process improvement opportunities where possibleAssist in training and enablement for other finance team members on the use of Adaptive and Office ConnectAnnual Budgeting and Quarterly Forecasting Support:Support the development of the annual budget and preparation of related financial reportingEnsure necessary headcount, global assumptions, and shared reporting are updated and maintained to support each planning cycleMonthly Reporting and Close Support:Support accounting & operations finance during the monthly close process with Adaptive data & KPI loads, variance analysis, and participation in monthly close meetingsAssist in the monthly financial review process through preparation of reporting and presentations for the executive team and board of directorsIdentify and produce Key Performance Indicators (KPIs) and partner with FP&A leadership to track and automated reporting where possibleRequirements:BA/BS degree in Accounting, Finance, or a related field3-5 years of related work experience, preferably at least two in a corporate finance/FP&A roleExperience with Workday Adaptive Planning or other equivalent enterprise financial planning tools is requiredBasic SQL coding experience is preferredBusiness understanding and analytical mindset to research root causes of financial outcomesFinancial modeling experience and understanding of the three financial statementsStrong computer skills, expert at Excel (using mostly keyboard shortcuts) and PowerPointEffective time management skills and organizational skills with the ability to adapt to the changing needs of the businessBenefits:Brinks Home recognizes the value of benefits for you and your family, so we offer a comprehensive and competitive benefits program:Medical, Dental,Vision, 401(k)withEmployerMatch, Paid Time Off & Paid Holidays,HSA/FSA,Life& AD&DInsurance,Disability Coverage, Maternity/Parental Leave, Mental & Physical Health Benefits,Employee Resource Groups,Volunteer Hours, Discounted Equipment & Monitoring,Employee Referral Program, andContinuing EducationTo learn more about our company culture andcareer opportunities, please visit ourLinkedInandCareer Page.Brinks Home provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.#equalopportunityemployer #veteranfriendly
Full Time
8/8/2025
Dallas, TX 75215
(3.2 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development - Business Operations - Banking & Customer Success - IT Support - Data Analytics - Investment Operations - Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
8/1/2025
Carrollton, TX 75006
(13.8 miles)
Your Opportunity: Staff AccountantCarrollton, TX (on-site 4 days/week)The Staff Accountant is responsible for performing and supporting key functions of financial close and reporting. Maintain and apply information from various systems to be utilized within close processes which contribute to internal and external financial reports. Responsible for managing daily and monthly tasks such as journal entries, reconciliations, and analytical reviews of account activity. The ideal candidate will possess strong time management, attention to detail, adaptability, and desire to meet or exceed expectations of work quality and task deadlines. What We Offer: Benefits and Perks*Uncapped Flexible Paid Time Off.Paid on-the-job training and a comprehensive new hire program.Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.Performance-based career advancement.Educational Reimbursement Program.Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA).Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.Company-Sponsored Life and AD&D Insurance.Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.A relaxed, business casual dress code that includes jeans and sneakers!*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We’re Looking For – Qualifications and Skills: Bachelor's degree in Accounting required.At least 3 years of progressive experience with general ledger accounting. Advanced knowledge of GAAP and accounting requirements.Advanced knowledge of Microsoft Excel including ability to create and manipulate Pivot Tables.Ability to understand and use advanced lookup formulas and advanced functions available in Excel Data analysis. Ability to interpret and account for customer contracts in line with GAAP Oracle skills preferred.Professional, technically proficient, with an independent, investigative, and problem-solving mindset.Team player, strong set of personal and business values.Possess confidence and credibility.Action-oriented: achieving deadlines and goals quickly and efficiently in complex situations.Results-oriented: with a strong work ethic.Exceptional communication skills, both written and verbal.Sharp eye for detail.Aptitude for technology. What You’ll Do - Essential Duties and Responsibilities: Perform daily tasks of recording journal entries and reviewing status of various accounts.Prepare and record key month-end journal entries which significantly impact financial statements.Perform monthly analyses and reconciliations of assigned accounts, explaining or reconciling fluctuations.Support ad hoc requests and reporting needs as necessary.Ensure that all financial information published is accurate, timely, and compliant.Access computerized financial information to answer general questions as well as those related to specific accounts.Comply with federal, state, and company policies, procedures, and regulations.Reconcile, investigate, resolve, and communicate discrepancies found in records, coordinating with others as needed.Provide support and documentation for various audit requests.Complete special projects as assigned by Management. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025.Additionally, we have been named one of America’s Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial® Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.Think you’d thrive here Learn more at https://www.ccffamilyofbrands.com/explore-careersThe information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial® Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the domains @ccfi.com. In-store positions are in person only. The Community Choice Financial® Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Full Time
8/1/2025
Alvarado, TX 76009
(33.5 miles)
Description Position at Thompson Pipe Group-Dallas Thompson Pipe Group is looking for an Accounts Payable ClerkScheduled Shift: Monday - Friday: 8:00 a.m. - 5:00 p.m.What We Offer Top-tier Medical, Dental, and Vision BenefitsBenefits eligibility 1st of the month following 30 days of employmentSafety Shirts after 90 Day Introductory periodSafety prescription eye wear programSafety work wear subsidy after 90 day introductory periodBonus ProgramsLife and Supplement LifeCompany Matched 401K Retirement PlanPaid HolidaysFun EventsTraining and DevelopmentEmployee DiscountsCareer Opportunity! Overview: We are seeking a detail-oriented and dependable Accounts Payable Clerk to join our team in Alvarado, TX. This role supports the Accounts Payable process with a focus on accurate invoice processing, vendor statement reconciliation, and timely submission for payment. The ideal candidate will be highly driven, pro-active and detail oriented; work effectively in a team environment and actively participate in joint problem solving to meet established deadlines. Essential Functions: Review and match invoices with corresponding delivery paperwork and purchase ordersVerify pricing, quantities, and terms of paymentEnter invoice data into our accounting systemTrack, organize, and file AP documents for audit support and internal referenceCommunicate with internal teams to resolve discrepancies or missing documentationEnsure timely and accurate submission of invoices for paymentSupport general AP operations as needed for multiple company entitiesAssist with general bookkeeping functions that includes but is not limited to: accounts payable, accounts receivable, inventory, organizing/filing financial documents, cash receipts, etc.Requires timely and accurate data entry and processing.Promptly research and answer vendor emails/calls.Assist with timely month-end and year-end financial close process;Support accounting management with information requests from both internal and external parties.Accomplishes accounting and organization mission by completing related duties as needed. Requirements: Prior experience in an Accounts Payable roleExperienced and adept in 3 way matchingStrong organizational skills and attention to detailAbility to handle high volumes of paperwork efficiently and accuratelyComfortable working with digital platformsexperience with Tradogram is a plusEffective communication skills and ability to follow up on outstanding paperworkMust be reliable, punctual, and able to meet deadlines while working independently in an office environmentHigh school diploma: further education will be a plus Physical Demands: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. Position Type/Expected Hours of Work: This is a full-time position. Office business hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. OT will be required as needed. Travel: Travel is not expected with this positionWe are located at 800 CR 209, ALVARADO, TX 76009 EOE/AA – M/F/Vet/Disability Thompson Pipe Group – Dallas is an Equal Opportunity Employer *Must pass pre-employment physical and alcohol/drug testing* Have a valid driver’s license
Full Time
8/1/2025
Irving, TX 75060
(7.9 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSales Manager - Remote Remote | 503986 Advisor Sales Manager - Indianapolis, IN Indiana | 503891 Advisor Sales Manager - Houston, TX Texas | 503932
Full Time
8/8/2025
Dallas, TX 75215
(3.2 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development - Business Operations - Banking & Customer Success - IT Support - Data Analytics - Investment Operations - Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
8/1/2025
Irving, TX 75060
(7.9 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSales Manager - Remote Remote | 503986 Advisor Sales Manager - Indianapolis, IN Indiana | 503891 Advisor Sales Manager - Houston, TX Texas | 503932
Full Time
8/1/2025
Irving, TX 75060
(7.9 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSales Manager - Remote Remote | 503986 Advisor Sales Manager - Indianapolis, IN Indiana | 503891 Advisor Sales Manager - Houston, TX Texas | 503932
Full Time
8/1/2025
Irving, TX 75060
(7.9 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSales Manager - Remote Remote | 503986 Advisor Sales Manager - Indianapolis, IN Indiana | 503891 Advisor Sales Manager - Houston, TX Texas | 503932
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