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Accounting / Finance Jobs
Full Time
5/2/2025
Plano, TX 75025
(0.4 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 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 OpeningsFinancial Representative Trainee (Sales) - Austin, TX Texas | 503750 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503745 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
5/1/2025
Plano, TX 75024
(3.5 miles)
Job Description:Are you ready to use your life experience to make a bigger impact Is it time to explore new challenges and acquire new skills If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products Do you value you the importance of having a sound financial plan We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clientsStructured study sessions working to obtain your Series 7 & Series 66 licensesWhether you’re new to the industry or returning to a career in financial services, you’ll receive Customized coaching and development for a career in financial planningGenerous, predictable compensation throughout the programStarting over or starting again - let us support you.Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Experience We’re Looking For5 or more years of successful sales experience in another industryKeen ability to present complex solutions or products to a sophisticated client baseDegree and/or other professional certifications highly preferred, but not requiredThe Skills You BringEnthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial futureYou are comfortable working in an energetic sales environmentCommitted to delivering an outstanding customer experience, you have a passion for seeing those in your community thriveMotivated by results, you take initiative and exceed expectationsThe Value You DeliverSupporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsContinue to make a positive impact on your community while honing your professional skills and experienceHow Your Work Impacts the OrganizationWorking in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
4/23/2025
Dallas, TX 75215
(22.8 miles)
Overview: William Charles Construction, a MasTec Company, is hiring for an experienced Mid-Senior Estimator with extensive estimating background with heavy civil, highways and roadways.Civil Heavy Highway Estimator duties include providing accurate takeoff and cost estimates for heavy highway roadway including earthwork, aggregates, underground and paving. **This position is ideally based in one of our local offices: Rockford IL, Indianapolis IN or Springfield, IL. **A remote/hybrid arrangement is available with the right experience preferably with Indiana or Illinois DOT experience. Depending on residing location, travel may be increased.Company OverviewWith more than a century of exceptional work on our resume, William Charles Construction remains guided by the pursuit of excellence. Our “Do it Right the First Time” work ethic has been the cornerstone of our business philosophy since 1892. With our broad background in heavy civil construction, environmental management and mining and materials production, we have the expertise to help our customers complete their most complex projects.MasTec’s Clean Energy & Infrastructure (CE&I) segment generates over $4 billion in annual revenue, providing construction services across industrial, renewables and infrastructure sectors. Our industrial expertise includes building products manufacturers, decarbonization, power generation facilities, manufacturing plants and mining. In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects and commercial buildings. Our renewables sector focuses on solar, wind and battery storage. Sustainability and safety are foundational to our culture and influence everything we do.MasTec, a minority-owned Fortune 500 company, has shaped the construction industry for more than 90 years. With over 35,000 employees and 400 offices nationwide, we provide flexibility and career growth in dynamic work environments. Responsibilities: Review, analyze and interpret contract documents for complete understanding of the work and owner deliverables to provide accurate, detailed cost estimates.Review opportunity pursuits and develop preliminary budget estimate and itemized summary for go/no-go evaluation.Identify critical issues and develop risk exposure summary with associated cost impactsProvide creative and innovative thinking to analyze and develop strategy and value engineering solutions.Effective communication and interaction with clients, engineers, subcontractors and suppliersPerform and review quantity takeoff comparisons to provide evaluation for accuracy and acceptanceWork with scheduling staff and Operations to develop accurate and precise bid schedulesPresent complete and accurate estimates to ensure confidence in decision making.Company representation at pre-bids and site visits Qualifications: Bachelor’s Degree in Civil/Structural Engineering or Construction Management and related field experienceMinimum 5 years of experience in heavy civil estimatingExtensive experience with earthwork and underground is required, PCC paving and concrete knowledge is a plusA combination of equivalent education and work experience may be consideredREQUIREMENTSHighly knowledgeable in earthwork, underground drainage, sewer, watermain and general roadway construction. IDOT and/or INDOT experience is preferredPrecise attention to details and exceptionally organizedHighly motivated self-starterMust be capable managing time for self and ability to prioritize and schedule efficientlyLimited travel will be required for pre-bids, site walks, owner meetings, home office, etc.Thrive in fast-paced environment with ability to deliver under deadlinesProficient in Bid2Win or similar estimating software and exceptional Microsoft Office skills; Primavera P6, Bluebeam and AutoCad experience is a plusExcellent analytical and mathematical skills.Work Environment:The role typically involves a combination of office work and occasional site visitsOccasional travel between our Illinois and Indiana offices can be expectedSite visits may require the use of personal protective equipment (PPE) and exposure to outdoor conditionsPhysical Requirements:Ability to lift up to 25 lbsProlonged periods of sitting or standing during estimation tasksOccasional travel to job sites for project assessmentsWhat's in it for you:Financial WellbeingCompensation - Mid-Senior Estimator range - $140,000 - $185,000/ year but could be flexible with additional experience in closing bids and leadershipOngoing performance reviews and merit increases401(k) with company match & Employee Stock Purchase Plan (ESPP)Flexible spending account (Healthcare & Dependent care)Health & WellnessMedical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and childrenDiabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet InsuranceFamily & LifestylePaid Time Off, Paid Holidays, Bereavement LeaveMilitary Leave, including Differential Pay and Benefits ContinuationEmployee Assistance ProgramPlanning for the UnexpectedShort and long-term disability, life insurance, and accidental death & dismembermentVoluntary life insurance, accident, critical illness, hospital indemnity coverageEmergency Travel Assistance ProgramGroup legal planPosition may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need accommodation as part of the employment process, contact . Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information.MasTec, Inc. is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions.MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team.Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud athttps://reportfraud.ftc.gov/.#LI-NZ1#LI-Hybrid#Dunnett Bay#Herlighy#Lorig#Granite#Kiewit#Helm#Constructors#IHC#construction#Stark #Excavating#OttoBaum#Laverdiere Appcast (For Export): #appred
Full Time
5/1/2025
Carrollton, TX 75006
(12.5 miles)
Overview: Contractor - Store Support AccountantEstimated 60-90 daysCarrollton, TX (on site)Position SummaryThe Contractor - Store Support Accountant is responsible for completing traditional accounting responsibilities timely and accurately, including daily balancing and monthly close responsibilities, account reconciliations, and journal entries. This contractor will work heavily in cash and bank reconiliations. Responsibilities: Ensure the efficient management of company’s bank accountsMaintain and manage financial records, logs, spreadsheets, and registersAssist business in managing its treasury functionPrepare analytical reports as neededPerform general office duties such as filing, answering telephones, and handling routine correspondence. Qualifications: High School Diploma (or GED or High School Equivalence Certificate); Some College Preferred.1 year accounting related experience.General understanding and working knowledge of basic accounting principles. Excellent written and verbal communication skillsAbility to communicate accounting-related information on paper, in conversation, and to audiences with varying levels of understanding.Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.Strong attention to detail.Strong multitasking and organization skills.Strong initiative and follow-up skills.Ability to perform responsibilities with minimal supervision.Ability to communicate and work well with all levels of the organization.Strong customer service orientation with both internal and external customers.Demonstrated a desire and ability to learn.Advanced Microsoft Excel skills.
Full Time
4/29/2025
Dallas, TX 75215
(22.8 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
5/1/2025
Irving, TX 75060
(23.5 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 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 OpeningsFinancial Representative Trainee (Sales) - Austin, TX Texas | 503750 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503745 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
4/29/2025
Dallas, TX 75215
(22.8 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
5/1/2025
Irving, TX 75060
(23.5 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 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 OpeningsFinancial Representative Trainee (Sales) - Austin, TX Texas | 503750 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503745 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
5/1/2025
Irving, TX 75060
(23.5 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 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 OpeningsFinancial Representative Trainee (Sales) - Austin, TX Texas | 503750 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503745 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
5/1/2025
Irving, TX 75060
(23.5 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 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 OpeningsFinancial Representative Trainee (Sales) - Austin, TX Texas | 503750 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503745 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
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