Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 . 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) - Springfield, MO Missouri | 503427 Financial Representative Trainee (Sales)--Columbia, SC South Carolina | 503418 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.Responsibilities:Performs financial due diligence for clients who are acquiring and divesting businessesParticipates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysisPrepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirementsUses various software tools as designated by the firmInteracts with the other functional areas of the practice including tax, audit and other consulting practicesAssists in preparing proposals and engagement lettersRepresents the firm in community activities and professional associationsRequired Qualifications:A bachelor's degree, ideally with a major in accounting or financeMinimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm. Prior Financial Due Diligence experience is required. Supervision / Team Leadership experienceAbility to direct and manage client engagementsExcellent verbal and written communication skillsProficient with Microsoft Excel and Microsoft PowerPointAbility to travel up to 10-15% locally and nationallyPreferred Qualifications:CPA certificationMaster's degree preferredAble to work within tight deadlines and take responsibility for getting the job done in a timely mannerAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $97,700 - $196,400Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 . 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) - Springfield, MO Missouri | 503427 Financial Representative Trainee (Sales)--Columbia, SC South Carolina | 503418 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry. As a Tax Senior Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset ManagementclientsMay have people leadership responsibilitiesWork on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firmDrive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifyingnew clients for the tax practiceServing as Tax client service coordinator while developing and executing the firm’s client service planAdvise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activitiesReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsBuild relationships across lines of business to ensure excellent client service through an integrated service approachManage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)Remain up-to-date on current tax practices and changes in tax lawBasic Qualifications:Bachelor's Degree in Accounting or related field8+ years of experience inbusiness taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firmActive CPA, JD/LLM or EAExtensive tax compliance & consulting experience serving Asset Management clientsStrong working knowledge of tax code and technical aspects of tax preparation and complianceAbility to manage and growa book of businessProven track record simultaneously managing multiple projects and client engagement teams from start-to-endPreferred Qualifications:Masters of Accounting, Masters of Taxation or MBAProven track record generating new business and extend service opportunitiesAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $88,400 - $167,200Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 . 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) - Springfield, MO Missouri | 503427 Financial Representative Trainee (Sales)--Columbia, SC South Carolina | 503418 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 . 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) - Springfield, MO Missouri | 503427 Financial Representative Trainee (Sales)--Columbia, SC South Carolina | 503418 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 . 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) - Springfield, MO Missouri | 503427 Financial Representative Trainee (Sales)--Columbia, SC South Carolina | 503418 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422

Remote Licensed Psychiatrist Wage: Between $119-$239 an hour Are you a licensed Psychiatrist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: MD / DO Ready to get started We are excited to begin helping you if you are a fully-licensed, board-certified Psychiatrist with: A valid NPI numberMalpractice insuranceA DEA or CDS numberCAQH Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $90-$127 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Professional Counselor (LPC) Wage: Between $90-$127 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.