Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a Financial Services Trainee for a full-time remote training program serving families who have requested information. The role involves completing training, observing experienced representatives, conducting scheduled phone appointments with mentorship, documenting household details, explaining financial options, and building follow-up habits.
Responsibilities
- Work through the training curriculum on schedule and complete each practice assessment before moving forward
- Listen to experienced representatives on live appointments and take notes on how they handle hesitation
- Begin taking your own scheduled conversations with a mentor available for questions immediately afterward
- Learn to document household details accurately in the system, since good notes carry the next conversation
- Practice explaining options aloud until the language sounds natural rather than memorized or rehearsed
- Build a daily follow up habit early so it becomes automatic once your caseload grows
Skills
- This full time remote trainee position is designed for someone new to the field who wants to learn it properly by phone
- You will receive full onboarding, an assigned mentor, practice sessions, and a team that expects questions from newer members
- You are willing to study material seriously in your first weeks rather than improvising your way through
- You show up on time consistently, which matters more than talent during a training period
- You accept correction gracefully and try the recommended approach before deciding it does not fit
- You have a quiet space at home and reliable service for uninterrupted phone conversations
- You are comfortable being a beginner for a while and asking questions that feel obvious
Benefits
- Full onboarding
- An assigned mentor throughout training who reviews early conversations and answers questions between them
- Practice sessions
- A structured curriculum with clear milestones
- Family requests provided once training milestones are met, removing cold outreach entirely
- Remote work from the first day
- Appointment hours you arrange as your confidence grows
- Professional development assistance that continues well past the initial onboarding period and into your first year
Company Overview