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Accounting / Finance Jobs
Full Time
1/8/2025
Waller, TX
(44.3 miles)
$20.00 to $22.00 / hr
Small family owned business looking for an Accounts Payable/Receivable and Office Assistant. Craig & Heidt, Inc. is a privately owned industrial civil construction contractor located in Houston, Texas. The company's roots date back over 70 years and we were incorporated in 1973.
Please note that this position will start at the corporate office in the Spring Branch Area, but the corporate office will be moving to Waller area within the next 6 months. Work hours are 7:00 am to 4:00 pm, Monday - Friday.
Accounts Payable/Receivable is responsible for the accurate and timely processing of the Company’s invoices to include coding, processing and research. In addition, the position is responsible for collecting and creating weekly payroll spreadsheets. Also, providing a high level of customer service to both internal and external customers.
Responsibilities & Duties: Invoice processing- research and entry using accounting software Establishing and maintaining relationships with new and existing vendors Monitor accounts to ensure payments are up to date Resolve invoice discrepancies Manage weekly employee hours and create weekly spreadsheets for management.
Office Assistant - is responsible for answering phone calls, managing incoming and outgoing mail, maintaining office files, ordering supplies, welcoming visitors, and performing general administrative tasks to ensure the smooth operation of an office environment; requiring strong organizational skills, attention to detail, and basic computer proficiency.
Provide comprehensive clerical support – including managing phone calls, emails, and correspondence – ensuring timely and professional communication. Maintains equipment by troubleshooting failures, calling for repairs, monitoring equipment operation and purchasing meter funds. Oversee office supplies inventory, ordering necessary supplies, and maintaining a tidy and organized workspace. Accurately input and update data in company systems, maintaining the confidentiality and integrity of sensitive information.Greet and assist visitors, clients, and employees with queries, providing a positive and professional first impression of the company.
Benefits:
401(k) Health/Dental/Vision Insurance Life/Disability Insurance
Education: High school diploma or GED required Associate Degree a plus
Qualifications: 1-3 years experience in accounts payable/receivable or experience in a general accounting position Strong organization and communication skills Excellent time management skills and ability to multitask and prioritize work Ability to work under limited supervision and is able to problem solve Proficiency with Word & Microsoft Excel Construction office experience a plus Computer Ease software experience a plus Spanish Speaking a plus
Full Time
1/1/2025
Spring, TX 77386
(29.2 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503429Categories: 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 training 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 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 2025, 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 2025, which is prorated based on the start date.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 . 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)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415 Financial Representative Trainee (Sales) - Austin, TX Texas | 503426
Full Time
1/1/2025
Spring, TX 77388
(34.2 miles)
A Day In The LifeThe Senior Accountant under the leadership of the Accounting Manager is responsible for general ledger accounting functions, including fixed asset accounting. This role involves ensuring the accuracy of financial data recorded, compliance with accounting standards, and timely financial reporting. The ideal candidate will have a strong background in accounting, exceptional analytical skills, and experience in managing complex financial transactions.As a Senior Accountant you will:Execute a Monthly Close of the General Ledger for Gulf States Toyota and maintain the close schedule. Prepare journal entries for Month End Close. Make materiality decisions on close entries.Compare the actual results to the budgeted results and provide variance explanations on a monthly basis.Reconcile balance sheet accounts in a timely fashion; resolve reconciling items in a timely manner.Maintain well-documented workpapers and instructions for journal entries, account reconciliations and system processes.Analyze monthly and year-end financial data to ensure all financial transactions are accurately recorded in accordance with Generally Accepted Accounting Principles (GAAP).Assist in reviewing or preparing ancillary audit schedules, audit footnotes and tax schedules.Research and resolve accounting transaction questions and other business unit issues in an agreed upon timeframe.Other duties as assigned, including special projects.What We Need From YouRequires a bachelor’s degree with 5 - 8 years of experience in the field or in a related area or possess an equivalent combination of education and experience.‘Big Four' accounting firm experience desired but not required.Proficient in effective communication (both oral and written)Proficient in change management (promote, coordinate, and support)Ability to quickly learn and adapt to new systems, tools, and processesAbility to work independently and as part of a teamThrives in environments where goals, processes or strategies may not be clearly definedExcellent attention to details and organizational skillsStrong Excel skills, including data validation and complex formula-based calculationsHands on experience with SAP S4/Hana or large ERP environmentSolid problem-solving skills with the ability to troubleshoot and resolve system issues in SAP or ERP environmentTravel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis).Join 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-NL1#HP125
Full Time
1/1/2025
Spring, TX 77386
(29.2 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503429Categories: 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 training 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 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 2025, 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 2025, which is prorated based on the start date.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 . 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)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415 Financial Representative Trainee (Sales) - Austin, TX Texas | 503426
Full Time
1/2/2025
Spring, TX 77388
(34.2 miles)
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 UsCareer 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 our Benefits page.A Day In The LifeThe Senior Accountant under the leadership of the Accounting Manager is responsible for general ledger accounting functions, including fixed asset accounting. This role involves ensuring the accuracy of financial data recorded, compliance with accounting standards, and timely financial reporting. The ideal candidate will have a strong background in accounting, exceptional analytical skills, and experience in managing complex financial transactions.As a Senior Accountant you will:Execute a Monthly Close of the General Ledger for Gulf States Toyota and maintain the close schedule.Prepare journal entries for Month End Close. Make materiality decisions on close entries.Compare the actual results to the budgeted results and provide variance explanations on a monthly basis.Reconcile balance sheet accounts in a timely fashion; resolve reconciling items in a timely manner.Maintain well-documented workpapers and instructions for journal entries, account reconciliations and system processes.Analyze monthly and year-end financial data to ensure all financial transactions are accurately recorded in accordance with Generally Accepted Accounting Principles (GAAP).Assist in reviewing or preparing ancillary audit schedules, audit footnotes and tax schedules.Research and resolve accounting transaction questions and other business unit issues in an agreed upon timeframe.Other duties as assigned, including special projects.What We Need From YouRequires a bachelor’s degree with 5 - 8 years of experience in the field or in a related area or possess an equivalent combination of education and experience.‘Big Four' accounting firm experience desired but not required.Proficient in effective communication (both oral and written)Proficient in change management (promote, coordinate, and support)Ability to quickly learn and adapt to new systems, tools, and processesAbility to work independently and as part of a teamThrives in environments where goals, processes or strategies may not be clearly definedExcellent attention to details and organizational skillsStrong Excel skills, including data validation and complex formula-based calculationsHands on experience with SAP S4/Hana or large ERP environmentSolid problem-solving skills with the ability to troubleshoot and resolve system issues in SAP or ERP environmentTravel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis).Join 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-NLI#HP125
Full Time
1/1/2025
Spring, TX 77386
(29.2 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503429Categories: 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 training 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 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 2025, 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 2025, which is prorated based on the start date.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 . 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)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415 Financial Representative Trainee (Sales) - Austin, TX Texas | 503426
Full Time
1/2/2025
Spring, TX 77388
(34.2 miles)
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 UsCareer 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 our Benefits page.A Day In The LifeThe Sr. Manager, Accounting, under the leadership of the Director, Accounting is responsible for managing the overall GST accounting function for GST. The Sr. Manager will also lead the GST Accounting team to ensure compliance with company accounting policies and procedures, leading the development and implementation of formal internal controls, as well as be responsible for implementing new accounting standards as required. In addition, the Sr. Manager will be responsible for supporting the implementation and maintenance of IT systems, primarily SAP upgrades and enhancements, to ensure accurate books and records. Finally, the Sr. Manager also will work within and take action to enhance or lead cross-functional teams and ensure effective internal communications within GST and across affiliated Friedkin companies.As a Sr Mgr, Accounting you will:Establish and maintain accounting principles, practices, and procedures in accordance with generally accepted accounting principles ("GAAP"), cost accounting methodologies, and industry practices. Establish, maintain and administer accounting records (including the chart of accounts, general ledger, fixed asset ledger and other subsidiary ledgers) in accordance with GAAP, industry practices, company policies and service level agreements.Serves as the functional lead for all technical accounting questions.Responsible for maintenance and analysis of leases in Lease Controller for assigned entities.Responsible for maintenance and integrity of GL master data, including updating all required fields within OneStream and SAP. Coordinate with TFG corporate accounting team on new GL data requests.Serves as business lead for RTR - Interface with FI/CO technical resources and director of accounting on prioritization of SAP issue remediation and system enhancements.Serves as OneStream SME for reporting for accounting, working with director of accounting and business planning as needed to identify, design, and implement required reports.Assists director of accounting and accounting manager with establishment of system of internal controls and maintains risk control matrices.Leads monthly internal balance sheet review and quarterly review with TFG Accounting and Business Planning Teams.Prepare standard recurring internal financial reporting and analyses and other ad-hoc reporting as required.Present findings and recommendations to business leaders and managers.Support internal and external audits.What We Need From YouBachelor's Degree experience in the field or in a related area or possess an equivalent combination of education and experience. ReqMaster's Degree or Accounting preferred but not required. CPA required. Pref7-9 years Experience with a mix of public accounting (Big 4 preferred) and industry experience (preferably with a medium to large size public company)SAP or other large ERP system experienceProven record of process improvement and working cross-functionally with other teamsProficient in change management (promote, coordinate, and support)Proficient in cost accounting methodologies (manufacturing experience a plus)Ability to navigate ambiguity and complex processes to drive clearly defined outcomesCapable of developing team; nurturing talent and providing guidance and mentorshipDeep technical accounting and reporting experience with an emphasis on ASC 606, ASC 842, and ASC 350/Cloud Computing Arrangements with the ability to perform technical research with application to business transactionsProficient in financial planning, business acumen, negotiations, financial analysis, and operational analysisProficient in effective communication (both oral and written)Effective interpersonal skillsCertified Public Accountant (CPA) Upon Hire RequiredPhysical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis)Join 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-NL1#HP125
Full Time
1/1/2025
Spring, TX 77386
(29.2 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503429Categories: 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 training 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 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 2025, 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 2025, which is prorated based on the start date.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 . 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)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415 Financial Representative Trainee (Sales) - Austin, TX Texas | 503426
Full Time
1/1/2025
Spring, TX 77386
(29.2 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503429Categories: 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 training 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 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 2025, 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 2025, which is prorated based on the start date.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 . 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)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415 Financial Representative Trainee (Sales) - Austin, TX Texas | 503426
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