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Insurance Advisor Trainee Insuramatch Jobs in Tennessee

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Insurance Advisor Trainee Insuramatch information

What is an insurance advisor trainee Insuramatch?

An insurance advisor trainee at Insuramatch is an entry-level position where individuals learn to assess clients' insurance needs, explain policy options, and develop sales skills under supervision. The role typically involves training on insurance products, customer service, and sales techniques to prepare for a full advisory position.

What is the minimum qualification for becoming an insurance advisor?

To become an insurance advisor, candidates typically need a high school diploma or equivalent; some roles may require a college degree. Additionally, they often need to obtain relevant licenses or certifications depending on the region and the types of insurance they will sell, along with good communication and sales skills.

What is the role of an insurance advisor?

An insurance advisor is responsible for assessing clients' insurance needs, explaining policy options, and recommending suitable coverage. They analyze risk, provide quotes, and assist clients in selecting and purchasing insurance products, often requiring strong communication skills and industry knowledge.
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Insurance Advisor Trainee Insuramatch jobs near you

Financial Advisor Trainee-Johnson City, TN

100 Raymond James & Associates, Inc.

Greenfield, TN • On-site

$33K - $41K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Overview The Advisor Mastery Program (AMP) provides comprehensive education and training for new Raymond James financial advisors. Through distance learning, apprenticeship, and training at our international headquarters, candidates develop technical, sales, and client‐management skills to launch a successful advisory practice. Responsibilities Become fully trained to perform the Financial Advisor role and meet production targets that drive company revenue. Develop and grow a book of business in line with AMP program goals for assets under management and required production. Deliver high‐quality client service, managing the full scope of client relationships and evaluating financial needs, investment opportunities, and portfolio holdings. Identify client investment objectives, communicate portfolio adjustments, and preserve client loyalty. Build a client pipeline through prospecting, networking, community involvement, and niche development. Recommend suitable investment products and solutions based on client needs, time horizons, risk profiles, and preferences. Collaborate with internal resources to uncover investment opportunities and solutions. Open, transfer, and close customer accounts and maintain accurate account records. Obtain, verify, and execute customer trade instructions, ensuring timely completion. Complete required program training, assignments, and mandatory industry license examinations within prescribed timeframes. Stay current on investment products, industry rules, regulations, and financial planning best practices. Perform additional duties as assigned. Knowledge & Skills Economic and accounting principles and practices. Financial markets, banking, and data analysis/reporting. Fundamental principles of product presentation, promotion, and sales. Firm policies, mission, strategy, and compliance guidelines. Proficiency with client‐relationship‐manager systems and related software (financial plans, correspondence, reports, spreadsheets, databases). Effective questioning, listening, and needs‐identification techniques. Ability to organize, manage, and track multiple tasks with shifting priorities in a fast‐paced environment. Strong interpersonal communication, oral and written, across all organizational levels. Relationship building and networking within the community and with corporate stakeholders. Resilience in prospecting, networking, and high‐stress situations. Self‐promotion and marketing of personal brand and Raymond James. Qualifications Bachelor's Degree (B.A.) from a four‐year institution (preferred) or equivalent combination of education, experience, and training. Minimum of three (3) years of relevant work experience demonstrating sales achievement in a business environment. Proven ability to grow a client book and meet production targets. Licenses & Certifications Securities Industry Essentials (SIE) exam – required or ability to obtain within four (4) months from program start. Series7 and Series66 exams – or ability to obtain within four (4) months. Life/Health and Variable Annuity qualifications – or ability to obtain within six (6) months. Optional: Uniform Investment Adviser Law (S65), Uniform Combined State Law (S66), General Securities Representative (S7) exams by FINRA. Compensation & Benefits The total compensation for this position includes base salary, discretionary bonuses, commissions, and potential equity components. The role is eligible for a comprehensive benefits package, which may include medical, dental, vision, life insurance, critical illness and accident insurance, disability benefits, retirement savings, paid time off (vacation, holidays, sick leave), and parental leave. Equal‐Opportunity Employer Statement The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr

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