Financial Representative Trainee

3 weeks ago

Somerville, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales)--Boston, MA

Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application 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 trainee 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 to 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 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 Sales Trainee (Group Insurance) - Multiple Locations

Various Locations | 503167

Financial Representative Trainee (Sales) - Houston, TX

Texas | 503429

Financial Representative Trainee (Sales)-- Tampa, FL

Florida | 503422

  • Financial Rep – Upcoming Grad

    6 days ago

    Somerville, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position in Boston, MA, is an entry-level role designed for self-motivated individuals eager to launch a career in financial services. This comprehensive program focuses on developing skills to provide holistic financial advice and sell Individual Insurance...

  • Financial Rep – Upcoming Grad

    6 days ago

    Somerville, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will engage in a comprehensive training program that prepares you to sell individual insurance products and develop a sustainable financial practice. This full-time role allows you to gain hands-on experience and mentorship while working towards...

  • Financial Services Representative

    1 week ago

    Somerville, Massachusetts, United States City of Somerville Full time

    Job OpportunityThe City of Somerville is seeking a highly skilled Financial Services Representative to join our team. The successful candidate will have a strong background in financial administration and excellent communication skills.About the RoleThe Financial Services Representative will perform various complex clerical duties, including processing...

  • Hotel Financial Services Representative

    3 weeks ago

    Somerville, Massachusetts, United States Holiday Inn Boston Full time

    We are seeking an experienced Hotel Financial Services Representative to join our team at the Holiday Inn Boston - Bunker Hill Area. As a Night Auditor, you will play a vital role in maintaining the financial integrity of our hotel during the overnight shift.Key ResponsibilitiesProcess end-of-day activities, including posting charges to guest accounts and...

  • Senior Vice President, Human Resources, Physicians, Faculty, Research, OCMO, Trainees

    3 days ago

    Somerville, United States Mass General Brigham (Enterprise Services) Full time

    About Us:As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, Mass General Brigham supports a complete continuum of care including community and...

  • Sales Representative

    1 week ago

    Somerville, Massachusetts, United States Knitwell Group Full time

    About UsWe create modern, feminine clothing for women that empowers them to express themselves authentically and confidently. Our goal is to provide versatile and stylish designs that make women feel confident and beautiful.Job Description:We are seeking an experienced sales representative who can drive revenue by providing exceptional customer service,...

  • Financial Analyst

    4 weeks ago

    Somerville, MA, United States Somerville Full time

    Statement of Duties The Finance Manager is responsible for the overall financial management of the department including but not limited to preparation and implementation of the annual budget as well as all accounts payable and receivable. The Finance Manager is the chief’s confidential assistant and office manager. Employee is required to perform all...

  • Senior Member Services Rep II

    2 months ago

    Somerville, United States Naveo Credit Union Full time

    Job Type Full-time Description About us: Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that...

  • Cardiovascular Interventionalist Travel Position Available

    2 weeks ago

    Somerville, Massachusetts, United States Nightingale Nurses Full time

    Nightingale Nurses is seeking a skilled Cath Lab Technologist for an exciting travel opportunity in New Jersey.About Nightingale NursesWe're the leading provider of travel nursing services, representing the best RNs in the industry. Our unique approach allows us to offer exceptional assignments nationwide, competitive pay rates, and comprehensive benefits.As...

  • Director of Planning

    3 days ago

    Somerville, United States City of Somerville Full time

    The Director of The Director of the Planning, Preservation, & Zoning Division of the Mayor?s Office of Strategic Planning & Community Development oversees the core long-range planning, ordinance development, and permit administration functions of the Division; supervises Division staffing of the Historic Preservation Commission, Planning Board, Urban Design...

  • Customer Relations Representative

    3 weeks ago

    Somerville, United States Chris Nordin - State Farm Agent Full time

    Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow...

  • Digital Marketing Specialist

    2 weeks ago

    Somerville, Tennessee, United States Chris Nordin - State Farm Agent Full time

    Job Description:We are seeking a highly motivated Sales and Marketing Representative to join our team at Chris Nordin - State Farm Agent. The ideal candidate will have experience in developing sales strategies, promoting insurance products and financial services, and managing customer relationships.Key Responsibilities:Work with the agent to develop and...

  • Histology Technician III

    2 days ago

    Somerville, United States Collabera Full time

    Job DescriptionJob Description·         Histology Technician III is responsible for proficiently performing routine histology technique, solution preparation, supply management, maintenance and operation of laboratory equipment and workstations, and good documentation practices (GDP) in recordkeeping, to support Quality Control Product Release...

  • Administrative Assistant

    2 days ago

    Somerville, United States Mainsail Advisor Group Full time

    Job DescriptionJob DescriptionWe are seeking a dedicated and organized Administrative Assistant to join our team. This role is essential in ensuring the smooth operation of our office by providing comprehensive administrative support. The ideal candidate will possess strong communication skills, be proficient in various office management tasks, and...

  • Grant Coordinator

    4 months ago

    Somerville, United States Massachusetts General Hospital Full time

    Description Under the general direction of the Senior Grant Administrators, Senior Financial Analyst, and Senior Administrative Manager of the MGH/CBRC, the Grant Coordinator is responsible for post-award and funds administration for the MGH Dermatology Clinics, CURTIS (Clinical Unit for Research Trials & Outcomes in Skin), and clinical faculty at the MGH...

  • Banker I Somerville Union Branch

    10 hours ago

    Somerville, United States The Cranberry Country Chamber of Commerce Full time

    As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial knowledge and communication skills to address customer needs, ensuring that each customer leaves satisfied not only today, but for years to...

  • Junior Planner DTC Retail Management

    7 hours ago

    Somerville, United States PUMA Gruppe Full time

    SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spirit, and BE YOU to let our individual talent and experience shine. Applying for a job at PUMA is easy. Simply click APPLY ONLINE and follow the steps to upload your...

  • Junior Planner DTC

    4 days ago

    Somerville, United States Puma Full time

    YOUR MISSION POSITION OVERVIEW We want to be the fastest sports brand in the world. Thinking fast. Acting fast. But nevertheless sustainable. This mission statement is mirrored not only by our new brand promise, "Forever Faster", but also by our guiding principle for the entire company. To achieve our objectives, we require individuals that do not merely...

  • Accounts Payable Coordinator

    4 weeks ago

    Somerville, United States Triumvirate Environmental Full time

    Account Payable CoordinatorTriumvirate Environmental, one of the largest environmental services firms in North America, is seeking an Accounts Payable Coordinator for our Finance team.This highly motivated, data-driven individual will be responsible for processing account payable transactions, maintaining vendor relationships and ensuring timely and accurate...

  • Assistant General Manager

    4 weeks ago

    Somerville, MA, United States La Quinta Boston - Somerville Full time

    Compensation Type: Yearly Company: Highgate Hotels Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco, and Honolulu, with a rapidly expanding presence in Europe, Latin...