Financial Representative Trainee

3 weeks ago

St Columbans, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Omaha, NE

Location: Nebraska
Work Type: Full Time Regular
Job No: 503247
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.
  • 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 exam
  • 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 license in 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 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 (Sales) - Springfield, MO

Missouri | 503427

Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico

Puerto Rico | 503248

Financial Representative Trainee (Sales) - Sacramento, CA

California | 503428

  • Financial Representative Trainee

    6 days ago

    St Columbans, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 503247 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    St Columbans, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 503247 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    St Columbans, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 503247 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Services Professional

    3 weeks ago

    St. Petersburg, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential in the Financial Services IndustryAbout the Role:This is an exciting opportunity to join Mutual of Omaha as a Financial Representative Trainee. As a trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a...

  • Financial Services Career Starter

    2 weeks ago

    St. Petersburg, United States Mutual of Omaha Full time

    Accelerate Your Financial Services CareerWe are seeking highly motivated and results-driven individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.About the RoleThe...

  • Financial Services Representative

    4 days ago

    St. Petersburg, Florida, United States Spieldenner Financial Group Full time

    Elevate Your Career with Spieldenner Financial GroupWe are a forward-thinking company in the mortgage protection industry, committed to empowering individuals to achieve their financial goals.Estimated Salary: $2,000 - $5,000 per month for spare time commitmentJob DescriptionAs a Mortgage Protection Specialist, you will have the opportunity to develop strong...

  • Financial Representative

    7 months ago

    St Louis, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...

  • Financial Service Representative

    2 days ago

    St. Augustine, Florida, United States America First Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Service Representative to join our team. As a Financial Service Representative, you will be responsible for providing exceptional service to our members, handling daily transactions, and promoting credit union products and services.The ideal candidate will have excellent...

  • Manager Trainee

    7 months ago

    St. Charles, United States Hertz Full time $18

    Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee!  Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches.Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly:...

  • Financial Services Representative

    2 days ago

    St. Petersburg, Florida, United States The WRS Group - Symmetry Financial Full time

    Company OverviewThe WRS Group - Symmetry Financial is a dynamic Life Insurance Agency that partners with middle-class families to provide them with financial planning strategies. Our team of agents works remotely, helping families in their regional area or chosen territory.We take great pride in our service, as our clients trust us with one of life's most...

  • Client Services Representative

    4 months ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Entrepreneurial Insurance Agent Trainee

    1 day ago

    St Louis, Missouri, United States Farmers Insurance 1475 Full time

    Insurance Sales Career OpportunitiesThe Entrepreneurial Insurance Agent Trainee role at Farmers Insurance 1475 offers a comprehensive training program that equips you with the skills and knowledge necessary to succeed in the insurance industry. You will learn how to present prospective customers with the best insurance policy options, uncover opportunities...

  • Financial Services Representative

    1 day ago

    St Louis, Missouri, United States Insight Global Full time

    Key ResponsibilitiesThe Financial Services Representative will be responsible for:Providing top-notch customer service and support via phone calls and other communication channelsReviewing customer tasks and to-do's in the dashboard to prioritize work effectivelyWorking collaboratively with internal teams to understand and resolve customer inquiries

  • Senior Financial Operations Specialist

    4 weeks ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Operations Specialist to join our team at Raymond James Financial Incorporated. This is a unique opportunity to leverage your expertise in financial operations and work with a dynamic team to drive business growth.Job DescriptionThe successful candidate will be responsible for...

  • Financial Services Representative

    4 weeks ago

    St Louis, Missouri, United States The Hahnlen Agency Full time

    Job OverviewThe Hahnlen Agency is seeking a motivated Financial Services Representative to join our team. As a representative, you will be responsible for building relationships with clients and helping them achieve their financial goals.CompensationThe estimated salary range for this position is between $65,000-$85,000 per year, based on industry standards...

  • Financial Service Representative

    7 days ago

    St Louis, Missouri, United States AMMEGA Full time

    About the Job DescriptionThis Financial Service Representative role involves working closely with various branch locations to investigate and resolve accounts receivable discrepancies.The successful candidate will also be responsible for submitting customer invoices on portals, researching and resolving customer billing disputes, and processing customer...

  • Financial Services Representative

    1 day ago

    St Louis, Missouri, United States Gateway Metro Credit Union Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Gateway Metro Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members while maintaining a clean and organized branch environment.Job SummaryThe successful candidate will possess excellent...

  • Financial Services Representative

    3 weeks ago

    St Louis, Missouri, United States Gateway Metro Credit Union Full time

    Job Description:At Gateway Metro Credit Union, we're looking for a skilled Member Service Representative to join our team. As a key member of our staff, you'll play a vital role in providing exceptional customer service, processing financial transactions, and building strong relationships with members.About the Role:This is a full-time opportunity that...

  • Senior Financial Services Representative

    2 days ago

    St. Petersburg, Florida, United States Growth Financial Team of Greater St. Pete Full time

    Grow with Us: A Senior Insurance Agent OpportunityThe Growth Financial Team of Greater St. Pete is looking for a highly motivated and experienced insurance agent to join our dynamic team. As a senior insurance agent, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial needs.

  • Financial Services Representative

    2 days ago

    St Petersburg, United States InsuraTec Services Group Full time

    InsuraTec Services GroupAbout the Role:We are seeking a motivated and self-driven Financial Services Representative to join our team at InsuraTec Services Group. As a key member of our sales team, you will be responsible for cultivating and maintaining strong client relationships through exceptional service and support.Key Responsibilities:Account...