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Full Time
12/5/2024
Beaverdam, VA 23015
(43.4 miles)
Financial Representative Trainee (Sales) -- Richmond, VALocation: VirginiaWork Type: Full Time RegularJob No: 503368Categories: 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 and maintain a valid driver’s licensein order 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) - Phoenix, AZ Arizona | 503424 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425
Full Time
12/6/2024
Bethesda, MD 20814
(36.3 miles)
Additional InformationJob Number24207543Job CategoryFinance & AccountingLocationMarriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States, 20814VIEW ON MAPScheduleFull TimeLocated Remotely NPosition Type ManagementJOB DESCRIPTIONThe Director of Accounting Policy & SEC Reporting will have primary responsibility for managing the external financial reporting process related to Marriott’s Securities and Exchange Commission (“SEC”) filings. As part of this process, the Director of Accounting Policy & SEC Reporting will develop and maintain strong collaborative relationships with other departments and key stakeholders when overseeing the data gathering process and coordination of reviews. The Director of Accounting Policy & SEC Reporting will be a key contributor in the interpretation of accounting policies and practices set by regulatory entities and the application of those standards within Marriott for the delivery of high-quality external reports (e.g., Form 10-Q, Form 10-K, and other SEC filings). The Director of Accounting Policy & SEC Reporting will monitor emerging financial accounting and reporting issues and collaborate with the Senior Director of Accounting Policy & SEC Reporting to determine the impact to Marriott.EXPECTED CONTRIBUTIONSLead and manage the preparation of high-quality reports on Form 10-Q, 10-K, and 8-K. Coordinate with Marriott’s internal and external legal counsel in the review of other regulatory filings such as Registration Statements, Prospectuses, and Proxy Statements.Collaborate with internal stakeholder groups (Legal Counsel, Investor Relations, Financial Reporting and Analysis, Treasury, Global Communications) on the external disclosure of Marriott’s financial information (e.g., investor presentations, earnings press releases, and other communications) considering Regulation FD “Fair Disclosure,” Regulation G “Disclosure of Non-GAAP Financial Measures,” and other regulations. Establish, maintain, and strengthen solid working relationships.Lead and manage two Accounting Policy & SEC Reporting team members, providing on-the-job training, prioritizing tasks, promoting the free exchange of ideas, and fostering a team environment.Monitor existing and emerging financial accounting and reporting requirements, assess the applicability to Marriott, and assist with implementation.Identify opportunities and implement improvements to the SEC reporting process that enhance efficiency. Work to continuously improve the effectiveness of Marriott’s external reports and ensure that Marriott’s filings reflect best practices.Lead and manage the development of the XBRL-related submissions with the SEC.Lead ongoing Sarbanes-Oxley 404 control execution and documentation for relevant processes, including SEC Reporting, related parties, and impairment testing for intangible assets.Support accounting research and analysis projects on an as-needed basis, covering topics such as goodwill and other intangible assets, segments, and stock-based compensation.Encourage collaboration and a positive and productive team environment within the broader Accounting Policy group.CANDIDATE PROFILEExperience/EducationMinimum of 7 years progressive, professional accounting experience, including work experience similar to that described in this job specification with an SEC registrant.Public accounting experience at the manager level preferred.Lodging/Hospitality industry experience a plus.Baccalaureate degree in Accounting, Finance, or related discipline required.CPA required.Knowledge and SkillsIn-depth working knowledge of SEC rules and regulations and U.S. generally accepted accounting principles.Strong written and verbal communication skills with attention to grammar and diction; creates an atmosphere in which timely information flows smoothly through the organization.Strong research and analysis skills; able to clearly and concisely summarize large volumes of complex information.Ability to sell ideas persuasively, settling differences without damaging relationships; can be direct while remaining diplomatic.Able to integrate and balance priorities, work activities, and resources for the benefit of multiple key stakeholders.Strong business acumen.Active learner; able to enhance personal, professional, and business growth through new knowledge and experiences; pushes the organization to learn from other industries’ standards and practices.Desire and ability to lead, mentor, and develop staff.AttributesDetail and results oriented; delivers timely and accurate results under difficult conditions while demonstrating balanced judgment in conclusions.Highly organized and able to handle multiple priorities at any given point in time.Collaborative; team player.Persuasive; able to influence with effective communication.Analytical; makes recommendations using acquired data and cumulative experience.Comfortable with complexity and ambiguity.Agile learner; able to readily apply past learnings in new situations to generate solutions to organization challenges.Trustworthy with strong business integrity and ability to hold sensitive information in confidence.The salary range for this position is $150,100 to $190,600 annually. Marriott offers a bonus program, comprehensive health care benefits, 401(k) plan with up to 5% company match, employee stock purchase plan at 15% discount, accrued paid time off (including sick leave where applicable), life insurance, group disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii), flexible spending accounts, tuition assistance, pre-tax commuter benefits, other life and work wellness benefits, and may include other incentives such as stock awards and deferred compensation plans. Benefits and incentive compensation may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. The compensation and benefits information is provided as of the date of this posting. Marriott reserves the right to modify compensation and benefits at any time, with or without notice, subject to applicable law.Marriott International is an equal opportunity employer.We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture.We are committed to non-discrimination onanyprotectedbasis, such as disability and veteran status, or any other basis covered under applicable law.Marriott International is the world’s largest hotel company, with more brands, more hotels and more opportunities for associates to grow and succeed. Be where you can do your best work, beginyour purpose,belongto an amazing global team, andbecomethe best version of you.
Full Time
12/18/2024
Triangle, VA 22172
(3.3 miles)
Overview: SimVentions, consistently voted one of Virginia's Best Places to Work, is looking for a dynamic new team member to join our growing Finance Team. The Accounts Payable Specialist will process all accounts payable transactions correctly and timely including subcontractor invoices, vendor invoices, employee expense reports, and various other transactions. They will use safeguards to protect against fraudulent transactions and take precautions to avoid the appearance of it. Travel: Some travel to other offices may be required. Travel to conferences may be required/desired, but will be minimal. Clearance: No Celarance is required for this position howeve, all SimVentions employee-owners must be clearance eligible. United States Citizenship is required. Requirements: One or more years of accounting or accounts payable experienceStrong knowledge accounting principles and practicesStrong written and verbal communication skillsAbility to manage multiple projects at one time and ability to multi-taskThorough research and problem-solving skillsAttention to detailAbility to work with a teamGood research and analysis skills Responsibilities: Maintain proprietary and confidential informationFile bills received from vendors (scanning hard copies as needed)Enter vendor transactions into the accounting system for approval, posting, and paymentReview subcontractor invoices for accuracy and complianceProcess, track, and pay subcontractor invoicesReview expense reports for accuracy and compliance with company and government policies, working with employees to revise, troubleshoot, and submitProcess expense reports for paymentEnter expense reports for employees when neededReconcile expense requests and expense reportsApprove Purchase Requests by confirming the correct account/expense type for the type of projectProcess travel advances and return of fundsProvide expense request/report training to employees as requested and ad hocCreate ACH payments and print and mail checksEnter transactions processed against company credit card(s)Special projects as assigned Preferred Skills and Experience: Unanet GovCon experienceAccounts payable experience Education: Bachelor’s Degree in finance or accounting-related field Compensation: Compensation at SimVentions is determined by a number of factors, including, but not limited to, the candidate’s experience, education, training, security clearance, work location, skills, knowledge, and competencies, as well as alignment with our corporate compensation plan and contract specific requirements.The projected annual compensation range for this position is $52,000-$65,000and is just one component of the total compensation package that SimVentions offers. Benefits: At SimVentions, we’re committed to supporting the total well-being of our employees and their families. Our benefit offerings include comprehensive health and welfare plans to serve a variety of needs.We offer:Medical, dental, vision, and prescription drug coverageEmployee Stock Ownership Plan (ESOP)Competitive 401(k) programsRetirement and Financial CounselorsHealth Savings and Health Reimbursement AccountsFlexible Spending AccountsLife insurance, short- & long-term disabilityContinuing Education AssistancePaid Time Off, Paid Holidays, Paid Leave (e.g., Maternity, Paternity, Jury Duty, Bereavement, Military)Third Party Employee Assistance Program that offers emotional and lifestyle well-being services, to include free counselingSupplemental Benefit Program Why Work for SimVentions : SimVentions is about more than just being a place to work with other growth-orientated technically exceptional experts. It’s also a fun place to work. Our family-friendly atmosphere encourages our employee-owners to imagine, create, explore, discover, and do great things together.Support Our WarfightersSimVentions is a proud supporter of the U.S. military, and we take pride in our ability to provide relevant, game-changing solutions to our armed men and women around the world.Drive Customer SuccessWe deliver innovative products and solutions that go beyond the expected. This means you can expect to work with a team that will allow you to grow, have a voice, and make an impact.Get Involved in Giving BackWe believe a well-rounded company starts with well-rounded employees, which is why we offer diverse service opportunities for our team throughout the year.Build Innovative TechnologySimVentions takes pride in its innovative and cutting-edge technology, so you can be sure that whatever project you work on, you will be having a direct impact on our customer’s success.Work with Brilliant PeopleWe don’t just hire the smartest people; we seek experienced, creative individuals who are passionate about their work and thrive in our unique culture.Create Meaningful SolutionsWe are trusted partners with our customers and are provided challenging and meaningful requirements to help them solve.Employees who join SimVentions will enjoy additional perks like:Employee Ownership: Work with the best and help build YOUR company!Family focus: Work for a team that recognizes the importance of family time.Culture: Add to our culture of technical excellence and collaboration.Dress code: Business casual, we like to be comfortable while we work.Resources: Excellent facilities, tools, and training opportunities to grow in your field.Open communication: Work in an environment where your voice matters.Corporate Fellowship: Opportunities to participate in company sports teams and employee-led interest groups for personal and professional development.Employee Appreciation: Multiple corporate events throughout the year, including Holiday Events, Company Picnic, Imagineering Day, and more.Founding Partner of the FredNats Baseball team: Equitable distribution of tickets for every home game to be enjoyed by our employee-owners and their families from our private suite.Food: We have a lot of food around here!FTAC
Full Time
12/5/2024
Beaverdam, VA 23015
(43.4 miles)
Financial Representative Trainee (Sales) -- Richmond, VALocation: VirginiaWork Type: Full Time RegularJob No: 503368Categories: 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 and maintain a valid driver’s licensein order 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) - Phoenix, AZ Arizona | 503424 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425
Full Time
12/11/2024
Port Tobacco, MD 20677
(20.5 miles)
Overview: SimVentions is looking for a competent, curious and dynamic financial analyst with excellent Excel skills. This is a full-time business and financial analyst position supporting a government project. SimVentions is looking for a mid-level analyst, capable of performing independently. To be considered a strong candidate, you must have strong Excel and analytical skills as well as excellent written and oral communications skills. Clearance: An Interim Secret Clearance is required for this position. Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information. US Citizenship is required to obtain a clearance. Requirements: Bachelor’s degree in related discipline plus 4-7 years of directly related experience in financial program planning, administration, budgets, and development.In some cases, educational requirements may be adjusted or waived for more than 5 years applicable work experience.Understanding and knowledge of the Planning, Programming, Budgeting and Execution (PPBE) process.Experience creating funding documents in N-ERP.Experience using the following Navy programs (listed in priority order): Navy Enterprise Resource Planning (N-ERP)Enterprise Data Warehouse (EDW)Computer Optimized Batch Reconciliation Application (COBRA)Program Budget Information System (PBIS)NAVSEA Enterprise Planning System (NEPS)Advanced PowerPoint and Excel skills required for this positionLOOKUP/ Pivot tables and ability to integrate multiple sources of dataKnowledge of DOD and USN Policies and Procedures, specifically including knowledge of the Navy Financial System and understanding of the requirements, planning and budget process is requiredIndependent, Self-Starter Skills (does not require continual oversight or direction)Excellent time management, communication, organizational, and interpersonal skillsExcellent communication skills – oral and writtenUS Citizenship is a prerequisiteMust be able to obtain a DoD Secret clearance with no concerns about possible upgrade Responsibilities: Process funding documents in Navy Enterprise Resource Planning ERP (create/track/report)Utilize Procurement Business Intelligence Service (PBIS) and Computer Optimized Batch Reconciliation Application (COBRA) to provide financial analysis and reports as requestedCreate and distribute the weekly summary for ERP capturing all active year funding and developing automatic queries / reportsCreate funding documents using Navy Enterprise Resource Planning (N-ERP)Maintain, update, and distribute financial TrackerProvide customer interface for data used in the entry of Task Planning Sheets (TPS) and subsequent task modifications into the NAVSEA Enterprise Planning System (NEPS)Provide task monitoring of fiscal year allocation plans and execution reportsDevelop and edit PowerPoint briefings using ERP / NEPS and financial data involving advanced Excel and PowerPoint skillsParticipate in planning meetings with government and business partnersPerform additional duties and responsibilities as assigned Preferred Skills and Experience: Experience support Business and Financial management for NAVSEA and Naval Surface Warfare Dahlgren Division Education: Bachelors degree in Finance, Accounting or related field. Compensation: Compensation at SimVentions is determined by a number of factors, including, but not limited to, the candidate’s experience, education, training, security clearance, work location, skills, knowledge, and competencies, as well as alignment with our corporate compensation plan and contract specific requirements.The projected annual compensation range for this position is $70,0000.00 - $110,000.00(USD). This estimate reflects the standard salary range for this position and is just one component of the total compensation package that SimVentions offers. Benefits: At SimVentions, we’re committed to supporting the total well-being of our employees and their families. Our benefit offerings include comprehensive health and welfare plans to serve a variety of needs.We offer:Medical, dental, vision, and prescription drug coverageEmployee Stock Ownership Plan (ESOP)Competitive 401(k) programsRetirement and Financial CounselorsHealth Savings and Health Reimbursement AccountsFlexible Spending AccountsLife insurance, short- & long-term disabilityContinuing Education AssistancePaid Time Off, Paid Holidays, Paid Leave (e.g., Maternity, Paternity, Jury Duty, Bereavement, Military)Third Party Employee Assistance Program that offers emotional and lifestyle well-being services, to include free counselingSupplemental Benefit Program Why Work for SimVentions : SimVentions is about more than just being a place to work with other growth-orientated technically exceptional experts. It’s also a fun place to work. Our family-friendly atmosphere encourages our employee-owners to imagine, create, explore, discover, and do great things together.Support Our WarfightersSimVentions is a proud supporter of the U.S. military, and we take pride in our ability to provide relevant, game-changing solutions to our armed men and women around the world.Drive Customer SuccessWe deliver innovative products and solutions that go beyond the expected. This means you can expect to work with a team that will allow you to grow, have a voice, and make an impact.Get Involved in Giving BackWe believe a well-rounded company starts with well-rounded employees, which is why we offer diverse service opportunities for our team throughout the year.Build Innovative TechnologySimVentions takes pride in its innovative and cutting-edge technology, so you can be sure that whatever project you work on, you will be having a direct impact on our customer’s success.Work with Brilliant PeopleWe don’t just hire the smartest people; we seek experienced, creative individuals who are passionate about their work and thrive in our unique culture.Create Meaningful SolutionsWe are trusted partners with our customers and are provided challenging and meaningful requirements to help them solve.Employees who join SimVentions will enjoy additional perks like:Employee Ownership:Work with the best and help build YOUR company!Family focus:Work for a team that recognizes the importance of family time.Culture:Add to our culture of technical excellence and collaboration.Dress code:Business casual, we like to be comfortable while we work.Resources: Excellent facilities, tools, and training opportunities to grow in your field.Open communication:Work in an environment where your voice matters.Corporate Fellowship: Opportunities to participate in company sports teams and employee-led interest groups for personal and professional development.Employee Appreciation:Multiple corporate events throughout the year, including Holiday Events, Company Picnic, Imagineering Day, and more.Founding Partner of the FredNats Baseball team:Equitable distribution of tickets for every home game to be enjoyed by our employee-owners and their families from our private suite.Food:We have a lot of food around here!FTAC
Full Time
12/5/2024
Beaverdam, VA 23015
(43.4 miles)
Financial Representative Trainee (Sales) -- Richmond, VALocation: VirginiaWork Type: Full Time RegularJob No: 503368Categories: 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 and maintain a valid driver’s licensein order 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) - Phoenix, AZ Arizona | 503424 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425
Full Time
12/5/2024
Beaverdam, VA 23015
(43.4 miles)
Financial Representative Trainee (Sales) -- Richmond, VALocation: VirginiaWork Type: Full Time RegularJob No: 503368Categories: 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 and maintain a valid driver’s licensein order 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) - Phoenix, AZ Arizona | 503424 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425
Full Time
12/13/2024
Beaverdam, VA 23015
(43.4 miles)
Financial Representative Trainee (Sales) -- Richmond, VALocation: VirginiaWork Type: Full Time RegularJob No: 503368Categories: 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 and maintain a valid driver’s licensein order 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) - Phoenix, AZ Arizona | 503424 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425
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