Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: 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) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Braintree, MA Massachusetts | 503738 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751

Job OverviewThis job posting is anticipated to remain open for 30 days, from 25-Jun-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA

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 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company: Gerber Collision & GlassWELCOME TO GERBER COLLISION & GLASSOur Team Members Drive Us! Gerber Collision & Glass is one of the largest collision repair companies in North America. With $2+ billion in sales, over 800 locations and growing, our 10,000+ team members across the United States and Canada are passionate about delivering our goal to WOW Every Customer and Be the Best!We invite you to join our team. Gerber offers a great place to launch and grow careers. As we continue to grow, we have endless opportunities for you to grow with us.Gerber Collision & Glass recognizes, values and welcomes all applicants with unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans.Job Description:Gerber Collision & Glass - Tuckerton Rd. Houston, TXIn-Person Position, Monday through Friday, daily2 - 3 years minimum prior CCC1 experience and auto collision estimating required4-5 years prior customer service excellence requiredThe Estimator’s primary responsibility and accountability is to provide an exceptional and successful customer experience whilecreating estimates, coordinating repair needs for customers including all communication, informing and updating customers andinsurance companies throughout the repair process. The Estimator accurately assesses the damage of vehicles and documentsneeded repairs and parts replacement on the damage appraisal. The Estimator plays a pivotal role in the success of the customer’sexperience by ensuring they are working in alignment with all team members in achieving the repair facility's KPIs. Key Job Responsibilities Role and RequirementsEnsure every customer interactionis documented, updated efficiently and accurately with pertinent detailsProvide Customer with accurate and timely information, guiding them through the repair process and ensuring that theyreceive excellent customer serviceEnsure compliance with all insurance client requirements, processes and metricsEnsure compliance with all WOW Operating Way’s regarding customer drop-offs, repair planning, customer communication,and deliveryCommunicate all customer requests and needs to appropriate team membersProvides positive energy when greeting customers in person and on the phoneUnderstanding of all required Insurance programs and proceduresParticipate in daily “production walks” with the Management Team, as requiredSupport all team members when requiredParticipate in monthly Health & Safety and staff meeting (if required)Attend training, information sessions and workshops recommended by Store ManagerMaintain the store's KPI’s by maximizing role performanceUphold the company's Core Values : Honesty, Integrity & RespectEducation and/or Experience Required Knowledge of Repairs and OE GuidelinesHigh School Diploma or equivalentAwareness of where to look for answersBasic Computer SkillsCompliance for DRP’s Minimum of 1-year experienceMust be willing to complete I-CAR TrainingValid Driver’s License Required Skills/Abilities Awareness of where to look for answersBasic Computer SkillsCompliance for DRP’s Minimum of 1-year experienceMust be willing to complete I-CAR TrainingValid Driver’s LicensePlease note, this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.The physical demands of your job must be met to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the job.#INDSOUTHBenefits That Drive Your SuccessGerber offers the comprehensive benefits you expect from an industry leader, including:Annual Paid Time Off (PTO) plans2 weeks of Paid Parental Leave for Full time Employees who work a minimum of 30 hours per week6 paid holidays annuallyMedical, Prescription Drug, Dental & Vision Insurance effective Day 1401(k) Retirement Plan with company matchEmployer Paid Short-Term Disability & Life InsuranceAdditional Voluntary Life InsuranceContinuing Education OpportunitiesFree Prescription or Non-Prescription Safety Glasses annuallyAnnual Voluntary Uniform StipendGerber Collision & Glass is proud to be an equal opportunity employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status, or any other consideration, prohibited by law or by contract.About UsGerber Collision & Glass has been WOWing customers with our collision repair services for over 80 years. Please visit gerbercareers.com to learn more about our company.Compensation Details:Compensation Details:Estimated $70,000 - $120,000+ / YearCommissions are calculated based on location, revenue metrics, sales, and individual performance; subject to the terms of the plan.In the event that total compensation in a pay period is less than minimum wage, clocked hours will be calculated with a guarantee of applicable local or state minimum wage, whichever is greater.Supplemental Pay:This position may also be eligible for Bonus opportunities tied to individual or business initiatives.

A Sales Estimator is responsible for assessing the costs and resources required for a project or service. They analyze project specifications, review drawings and data sheets, and collaborate with various stakeholders to determine material, labor, and equipment needs. Estimators also research market prices, obtain quotes from suppliers and subcontractors, and prepare detailed cost estimates and proposals. Their role is crucial in ensuring accurate budgeting and pricing for projects in construction, manufacturing, engineering, and other industries. Essential Responsibilities Core Responsibilities: Independently review customer supplied specifications to assess feasibility of Powell manufacture or supply.Read and interpret electrical drawings to include single-lines, three-lines, elevations, control schematics, site plans and electrical enclosure layouts.Translate conceptual customer designs into a meaningful proposal.Generate accurate proposals based on the review and interpretation of customer-supplied documentationWrite effective comments to help define Powell’s offeringOptimize the proposed solution to best benefit Powell and our customerPerform competitive evaluation of sub vendor proposals used to complete the overall Powell offeringAssess risk associated with sub-vendor offeringInteract with other Powell divisions to develop cross business solutions.Requires regular supervision.Work may be checked by more senior team members.Project responsibilities will be simple to average. Secondary Responsibilities (performed but not regularly): Participate in sales and marketing activities to include client meetings and conferences.Participate in executing cost out initiatives in conjunction with Engineering and Operations. Key Functions: Prepare detailed, accurate and cost competitive proposals - 95%Participate in external customer facing activities – 5% Minimum Qualifications 0-2+ years of experience in electrical distribution equipment estimating, or related field Required Skills & Abilities Ability to read and interpret electrical specificationsAbility to read and interpret electrical drawings to include single lines, three lines, schematics and wiring diagramsMicrosoft Office SuiteExcellent verbal and written communication skillsPrioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; develops realistic action plans in order to meet deadlines.Problem Solving: Gathers and analyzes information using inquisitive mind, using strong logical, methodical and systematic skillsWork independently with little or no supervisionAbility to learn new skills and assume new responsibilities Preferred Qualifications Build and maintain a working knowledge of electrical theory and applicable industry standards including IEEE/ANSI, NEC, IBC and NFPA.Familiarity with low & medium voltage distribution equipment ratings and design such as Switchgear, Motor Control Centers, and MV Circuit breakers.Familiarity with DC systems, UPS systems, HVAC and pressurizationFamiliarity with interconnect, conduit and cable schedules Working & Environmental Conditions Working Conditions Temperature controlled working environment. Some outside activities may be required.This position may travel out-of-town to attend training and meetings.Typical office environment: may experience minor discomfort from extensive use of a computer display and keyboard; travel between buildings on campus and between campuses. Physical Requirements Maintaining body equilibrium and agility to prevent falling when walking, standing, crouching, ascending or descending stairs.Sitting, standing and walking for long periods of time.Typing, punching or applying pressure to an object with fingers and palm. More Information This job description outlines the essential functions of the job and does not contain a comprehensive list of all possible responsibilities, tasks, and duties. #LI-BH3 In our 75+ year history, Powell has always known that our employees are at the heart of our success. Without question, we have the most talented people in all parts of our organization. As a manufacturer, we recruit and hire experienced and knowledgeable applicants to ensure our product is engineered, fabricated, and assembled to customer specifications! Powell’s culture has and will always be founded in our "can do" attitude. If we can imagine it, we can do it. Become a part of our story and let us help you write yours. Hard work pays off in all our teams, with opportunity for advancement and promotion without sacrificing work-life balance. Successful candidates must have a legal authorization to work in the United States on a full-time basis, with only those candidates selected for interview contacted. Powell offers comprehensive health insurance for you and your family, 401k savings, annual bonus potential, generous paid time off, professional development opportunities, company-sponsored wellness programs, and a collaborative work environment. EOE Protected Veterans/Disability If you need an accommodation in the hiring process, you may contact . Application status inquiries will not be accepted in this manner.

At Houston Methodist, the Senior (Sr.) Financial Analyst position is responsible for maintaining and performing complex data analysis related to the clinical or financial performance of the assigned entity or hospital and/or contractual relationship. The Sr. Financial Analyst is also responsible for independently compiling and reporting information as requested by Financial Accounting, Internal Audit, Revenue Cycle, their department and entity management or administration. The Sr. Financial Analyst works collaboratively with teams and may serve as a liaison with Information Technology Business Intelligence and other stakeholders, as needed. This position is actively involved in developing and advancing best practices and tools for business analysis. The Sr. Financial Analyst highlights performance issues, identifies problems and researches solutions and makes recommendations to management for continuous improvement. Reports statistical information in graphical and other presentation formats. Other responsibilities may include the assistance with annual operating budgets and maintenance of monthly dashboards of key indicators and external benchmarks. May also be assigned to additional responsibilities; such as payer reimbursement analysis and financial reconciliation. PEOPLE ESSENTIAL FUNCTIONSInteracts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance in a timely manner.Serves as subject matter expert for assigned entity(s) (Hospital, Physician Organization, Research Institute, Academic Institute, HM Foundation, MOB, for Clinical and Financial reporting systems. Serves as role model and mentor to more junior team members. Supports training and onboarding of new team members.SERVICE ESSENTIAL FUNCTIONSAssists department administrator, faculty members or department, hospital leadership and entity leadership in managing the departmental budget.Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports.QUALITY/SAFETY ESSENTIAL FUNCTIONSReviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital or entity department(s)Develops, monitors and reports key system operational indicators and recommends improvements. Highlights performance issues, identifies problems and researches solutions. Makes recommendations to management for improvement.Follows all internal audit requirements for appropriate system applications.Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. Submits invoices and follow-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as appropriate.FINANCE ESSENTIAL FUNCTIONSPerforms one or more of the following: - Supports and develops auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. - Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. - Reviews contracts, calculates provider productivity bonuses/compensation models as appropriate. - Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of department's financial files for all grant and donor funding. - Ensures/verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary re-allocation form as appropriate. Utililzes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner. GROWTH/INNOVATION ESSENTIAL FUNCTIONSMaintains and monitors procedures and Standards of Practice (SOP's) for reconciliation process. Maintain working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. Identifies areas for improvement and makes recommendations to management. Seeks out opportunities to grow knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Shares knowledge and learnings with team.Proactively manages own career development. Completes My Development Plan (MDP).Identifies and recommends opportunities to employ new or enhanced functionality in support of continued performance improvement. Develops and advances best practices and tools for business analysis.This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATIONBachelor's Degree in finance, accounting, healthcare administration, business administration or related field. WORK EXPERIENCEThree years of financial, budget or cost accounting analysis experience required; experience in a health care environment preferred LICENSES AND CERTIFICATIONS - REQUIREDN/ALICENSES AND CERTIFICATIONS - PREFERREDCHFP - Certified Healthcare Financial Professional (HFMA) ANDCPA - Certified Public Accountant - State Licensure KNOWLEDGE, SKILLS, AND ABILITIESDemonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations.Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security.Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles.Advanced analytical thinking and creative problem solving and ability to define a variety of approraches to business problems.Advanced knowledge of business process analysis, system requirements, data modeling and functional design.Strong project management skills.Strong statistical analysis and data reductions skills.If assigned to Hospital: Familiarity with hospital patient data bases and relationship to other financial and non-financial systems preferred.Working knowledge of cost accounting system(s).SUPPLEMENTAL REQUIREMENTSWORK ATTIREUniform NoScrubs NoBusiness professional YesOther (department approved) NoON-CALL**Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.On Call* NoTRAVEL****Travel specifications may vary by department**May require travel within the Houston Metropolitan area NoMay require travel outside Houston Metropolitan area NoCompany Profile:Houston Methodist Baytown Hospital brings the expertise and latest technology of Houston Methodist to Baytown and surrounding counties. The skilled and compassionate physicians, nurses and staff provide unsurpassed medical care in a close-to-home, state-of-the-art facility. Houston Methodist Baytown is committed to meeting the needs of its growing community through the ongoing facilities master plan expansion project, which includes a new, expanded emergency department, a five-story patient tower, outpatient center, renovated Cancer Center, neonatal intensive care unit and the addition of technologically advanced operating rooms.Houston Methodist is an Equal Opportunity Employer.

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join Us Career Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting ourBenefitspage.A Day In The LifeThe Operational Accounting Manager for Accounts Receivable & Commissions Payable is a key leadership role responsible for overseeing financial operations related to these areas, with a focus on dealer communication and education regarding the billing process. This position requires expertise in accounting principles, accounts receivable, commissions payable, and effective communication skills to support dealers and ensure accurate financial transactions.As a Operational Accountng Mgr you will:Accounts Receivable Management: * Supervise accounts receivable processes, including invoicing, collections, and reconciliations. * Monitor and analyze AR aging reports, identify delinquent accounts, and implement collection strategies. * Collaborate with sales teams and dealerships to resolve billing discrepancies and ensure timely payments.Commissions Payable: * Manage commissions payable processes, calculating and verifying commissions for sales personnel and dealers. * Ensure accuracy and completeness of commission calculations, including incentives. * Coordinate with sales departments to maintain updated commission structures and payout schedules.Dealer Communication & Education: * Act as the primary point of contact for dealers regarding billing inquiries, payment terms, and commission details. * Provide training and educational resources to dealers on the billing process, payment procedures, and account reconciliation. * Address dealer concerns and proactively communicate updates or changes in billing policies or procedures.Financial Reporting & Analysis: * Prepare and analyze AR aging reports, commissions payable reports, and other financial data related to dealer transactions. * Provide insights and recommendations to management based on financial analysis and trends. * Assist in budgeting, forecasting, and financial planning activities related to accounts receivable and commissions payable.Process Improvement: * Identify opportunities to streamline AR and commissions payable processes, improve efficiency and reporting capabilities, and reduce errors. * Implement best practices, automation tools, and software enhancements to optimize financial operations. * Collaborate with IT and finance teams to enhance billing systems and reporting capabilities.Team Management: * Lead and mentor a team of accounting professionals responsible for AR, commissions payable, and dealer communication. * Foster a positive work environment, provide training and development opportunities, and ensure team productivity and performance.What We Need From YouBachelor's Degree in Accounting from four-year College or university; with 5 - 8 years related experience and at least 3 years in insurance or claims operations.Business Acumen – Knowledge of business operations and key factors impacting business successes.Commitment to Quality – Provides products and services of the highest quality, sets quality standards.Process Orientation – Understands process components and attributes. Identifies, prioritizes and implements process improvement opportunities.Achievement Orientation – Sets high performance standards, sets aggressive goals and is able to achieve them.Performance Management – Knowledge of methods used to improve operational performance. Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc.Customer Orientation – Continually seeks to understand and act upon customer needs, concerns and priorities.Leadership – Guides individuals and groups toward desired outcomes by building confidence based on a shared vision and the means to attain it.Interpersonal Aptitude – Maintains effective working relationships with others both within and outside of their team.Interpersonal Influence – Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals. Gains attention and respect of others.Business Insight – Understands how new events will affect individuals and business processes.DL NUMBER - Driver License, Valid and in State RequiredTravel Requirements10% Occasional Travel May be RequiredJoin UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1HP125

Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: 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) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Braintree, MA Massachusetts | 503738 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751

Job OverviewThis job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA

Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: 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) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Braintree, MA Massachusetts | 503738 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751

Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: 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) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Braintree, MA Massachusetts | 503738 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751

Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: 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) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Braintree, MA Massachusetts | 503738 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751