Financial Representative Trainee

2 weeks ago

Pembroke, United States Mutual of Omaha Full time
Financial Representative Trainee - Braintree, MA

Location: Massachusetts
Work Type: Full Time Regular
Job No: 502878
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application 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.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Must 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.
  • Access to reliable transportation in order to attend appointments and meetings.
  • Ability to travel up to 50% of the work period and maintain a valid driver’s license.
  • 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 careers@mutualofomaha.com.

 

Need help? Email Us Apply Now Great place to work

Together 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 Awards

An inclusive culture

Surround 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 Openings Financial Representative Trainee - Omaha, NE

Nebraska | 502867

Financial Representative Trainee - Tampa, FL

Florida | 502877

Financial Representative Trainee -Phoenix, AZ

Arizona | 502866

  • Financial Representative Trainee

    2 weeks ago

    Pembroke Pines, United States Mutual of Omaha Full time

    Financial Representative Trainee - Miami, FL Location: Florida Work Type: Full Time Regular Job No: 502874 Categories: Sales, Early Career Programs, Financial Representative Trainee Application 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...

  • Management Trainee

    2 weeks ago

    Pembroke Pines, United States Infinity Managment Group Full time

    Job DescriptionJob DescriptionSummary / Primary Role:Our Full Time Management Trainee is responsible for performing all tasks involved with business development and client Services. This position will require learning and explaining services and products on behalf of all of our clientele.Full Time Entry Level Management Trainee Principal Duties and...

  • Management Trainee

    2 weeks ago

    Pembroke Pines, United States Infinity Managment Group Full time

    Job DescriptionJob DescriptionSummary / Primary Role:Our Full Time Management Trainee is responsible for performing all tasks involved with business development and client Services. This position will require learning and explaining services and products on behalf of all of our clientele.Full Time Entry Level Management Trainee Principal Duties and...

  • Management Trainee

    2 days ago

    Pembroke Pines, United States Infinity Managment Group Full time

    Job DescriptionJob DescriptionSummary / Primary Role:Our Full Time Management Trainee is responsible for performing all tasks involved with business development and client Services. This position will require learning and explaining services and products on behalf of all of our clientele.Full Time Entry Level Management Trainee Principal Duties and...

  • Loan Servicing Representative

    1 month ago

    Pembroke Pines, United States We Florida Financial Full time

    Job DescriptionJob DescriptionThe primary function of this job is to provide outstanding service to members and staff by completing post loan closing tasks and requests. Complete loan servicing duties by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. Requires the ability to make...

  • Denovo Financial Center Manager

    3 weeks ago

    Pembroke Pines, United States Fifth Third Full time

    As a De Novo Financial Center Manager (DFCM), you are responsible for representing Fifth Third Bank within the communities we serve to create a positive brand perception and actively engage to build relationships inside/outside the walls of the finan Financial, Manager, Customer Experience, Business Development, Business Partner, Banking, Business Services,...

  • Customer Service Representative

    1 month ago

    Pembroke, United States Waltham Services, LLC. Full time

    ** Customer Service Representative** **Job Category****:** Customer Service **Requisition Number****:** CUSTO021200 Showing 1 location **Job Details** **Description** **Waltham Services** has been in business for over **125 years**. We are the leading pest control provider throughout New England. Our company is committed to protecting and preserving the...

  • Denovo Financial Center Manager

    4 weeks ago

    Pembroke Pines, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: As a De Novo Financial Center Manager (DFCM), you are responsible for representing Fifth Third Bank within the communities we serve to create a positive brand perception and...

  • Patient Representative

    1 month ago

    Pembroke Pines, United States MD Now Full time

    This position is incentive eligible. **Introduction**: Do you have the career opportunities as a Patient Representative you want with your current employer? We have an exciting opportunity for you to join MD Now which is part of the nation's leading provider of healthcare services, HCA Healthcare. **Benefits**: MD Now, offers a total rewards package that...

  • Senior Manager, Community Account Sales Representatives

    4 weeks ago

    Pembroke Pines, United States Comcast Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...

  • Senior Manager, Community Account Sales Representatives

    1 month ago

    Pembroke Pines, Florida, United States Professional Diversity Network Full time

    ComcastComcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change...

  • Executive Director Non-Profit

    1 month ago

    Pembroke, United States Southeastern Integrated Care LLC Full time

    Job DescriptionJob DescriptionSummary: The Executive Director Non-Profit is responsible for the overall strategic direction, management, and growth of the organization. This role involves working closely with the Board of Directors, staff members, volunteers, donors, and the broader community to achieve the organization's mission and goals.Essential...

  • Customer Service Representative

    3 weeks ago

    Pembroke Pines, United States Customized Services Administrators, Inc. Full time

    **Why work with us?** The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental...

  • Practice Manager pembroke Medical Office Building

    2 weeks ago

    Pembroke, United States Concord Hospital Full time

    Summary Under the general supervision of the Director, the manager is responsible for the daily management of the practice. This includes, but is not limited to operational, financial, clinical, performance improvement, program development, and customer relations and patient care outcomes. The manager is the primary resource person for staff....

  • Accounting Clerk

    1 week ago

    Pembroke, United States Southeastern Integrated Care LLC Full time

    Summary: The Accounts Payable Clerk is responsible for monitoring the outflow of capital for the company. This individual will provide administrative and clerical support by processing, verifying, and reconciling invoices, monitoring expenses, and keeping a record of it all for tax purposes. Essential Duties and Responsibilities: Receives and verifies...

  • Retail Customer Service

    1 month ago

    Pembroke Pines, United States EZCORP Full time

    We want you to join us for a career not a job. At EZCORP we are looking for Team Members to lead the way today and to step into greater roles tomorrow. When you bring us your passion for service excellence, well provide development and career paths to enhance your skills in a fun and fast paced environment that comes with competitive pay, generous bonus...

  • Certified Peer Support Specialist Behavioral/Substance Use

    1 week ago

    Pembroke, United States Southeastern Integrated Care LLC Full time

    Our competitive salary, paid healthcare benefits options, matching 401k plan, bonus and stipend structures afford you and your family the financial support needed for you to focus on saving lives and providing the best opportunity for our clients to reach their maximum potential. We are looking for mission driven professional leaders who want to be part of a...

  • Certified Peer Support Specialist Behavioral/Substance Use

    4 days ago

    Pembroke, United States Southeastern Integrated Care LLC Full time

    Our competitive salary, paid healthcare benefits options, matching 401k plan, bonus and stipend structures afford you and your family the financial support needed for you to focus on saving lives and providing the best opportunity for our clients to reach their maximum potential. We are looking for mission driven professional leaders who want to be part of a...

  • Residential Case Manager I, Odum Home

    2 weeks ago

    Pembroke, United States Baptist Children's Homes of North Carolina Full time

    Turn your calling into a career at Baptist Children's Homes of NC! OUR MISSION: Sharing hope... changing lives. OUR VISION: To provide the highest quality of Christian services to children, adults, and families in a caring culture of measurable excellence. FOUNDED: November 11, 1885 by John Mills in Thomasville, North Carolina. WHERE WE SERVE: We serve all...

  • Custom Applicator

    4 weeks ago

    Pembroke, United States Nutrien Ag Solutions Full time

    At Nutrien, our purpose is Feeding the Future and we do so with safety, inclusion, integrity and results as our core values. Nothing is more important than sending our people home safe, every day. Nutrien Ag Solutions is the retail division of Nutrien, the largest crop inputs company in the world. As part of our collective mission of Feeding the Future,...