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Entry Level Brokerage information
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What is the difference between Entry Level Brokerage vs Financial Advisor?
| Aspect | Entry Level Brokerage | Financial Advisor |
|---|---|---|
| Required Credentials | High School diploma or equivalent; licensing (e.g., Series 7, Series 63) | Licensing (Series 7, Series 66), sometimes additional certifications (e.g., CFP) |
| Work Environment | Financial firms, brokerage houses, trading floors | Client offices, financial planning firms, banks |
| Employer & Industry Usage | Used by brokerage firms for entry-level sales/support roles | Used by financial planning firms and banks for client advisory roles |
Entry Level Brokerage roles focus on supporting trading activities and sales within brokerage firms, often requiring licensing. Financial Advisors primarily provide personalized financial planning and investment advice to clients, often holding additional certifications. While both roles involve finance and client interaction, Entry Level Brokerage is more transactional and support-oriented, whereas Financial Advisors focus on long-term financial planning.

Full-time
Posted 6 days ago
Key responsibilities
Participate in the 50/50 Program to build relationships with customers, generate leads, and drive sales results.
Engage in a comprehensive two-year training program and work one-on-one with a dedicated sales mentor.
Connect with fellow program participants from around the country to gain insights and share experiences.
Job description
Returning Applicant? Login Now
Notice: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. However, USLI reserves its right to provide employment-based immigrant visa assistance on a discretionary basis.
Explore USLI's extensive company benefits, perks, and more below! *Not applicable to External Customer Program
U.S. Benefits
Canada Benefits
Entry Level Sales Representative Location: Fort Myers, FL Team: External Customer Job Type: Sales & Marketing FT/PT Status: Full Time
Job Title: Entry Level Sales Representative - 50/50 Program
Location: Fort Myers, FL
About Us: At USLI, we're not just about insurance - we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you'll be part of a vibrant organization that values innovation, collaboration, and growth. Here, you'll have the opportunity to shape the future of insurance and make a meaningful impact.
Your Role: You will join a nationwide training-and-development program designed to build meaningful business relationships and drive sales success. You'll work closely with top brokers and insurance agencies, participate in a structured program to accelerate your career, and be mentored by experienced sales leaders. This is a unique opportunity to grow professionally and contribute to the success of USLI and our partners.
The 50/50 Program is a joint venture between USLI and select customer partners.
The program offers a structured pathway for career development, with mentoring and networking opportunities across the country.
Key Responsibilities:
- Sales development: Participate in the 50/50 Program to build relationships with customers, generate leads, and drive sales results
- Training and mentorship: Engage in a comprehensive two-year training program, receive a detailed training plan, and work one-on-one with a dedicated sales mentor
- Networking: Connect with fellow program participants from around the country, gaining valuable insights and sharing experiences
- Career growth: Develop the skills and knowledge to become an elite salesperson and build a long-term career in the insurance industry
What You'll Bring:
- Strong organizational and communication skills: Ability to build and manage relationships with internal teams, customers, and brokers
- Track record of success: Proven ability to build relationships and drive results
- Eagerness to learn: Strong desire to develop new skills and take coaching to continuously improve performance
- Positive attitude: Enthusiasm and a can-do attitude to meet challenges head-on
- Flexibility: Willingness to travel locally and overnight as required
Qualifications:
- Education: College Degree
- Successful candidates will be motivated, competitive, and eager to start their careers in sales and marketing within the insurance industry
Why USLI? At USLI, we are committed to fostering a vibrant and inclusive community that celebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomic backgrounds, and life experiences. We understand the importance of continuous learning, self-reflection, acknowledging our biases, and expanding our perspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion, and belonging to support a workplace where every individual feels valued, respected, and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared values drive us toward excellence.
About USLI
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Wayne, PA, US
Year founded
1951