Financial Representative Trainee
6 days ago
Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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 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 Awards
An 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 Openings Financial Representative Trainee (Sales) - Omaha, NENebraska | 503247
Financial Representative Trainee (Sales)--Milwaukee, WIWisconsin | 503419
Financial Representative Trainee (Sales) - Austin, TXTexas | 503426
-
Financial Representative Trainee
4 weeks ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Representative Trainee
4 weeks ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Representative Trainee
1 day ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Representative Trainee
2 weeks ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Rep – Upcoming Grad
3 weeks ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Rep – Upcoming Grad
2 weeks ago
Boston, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Career Launcher
4 days ago
Boston, Massachusetts, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeWe are seeking highly motivated and 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...
-
Financial Sales- Entry-level Expert
4 days ago
Boston, Massachusetts, United States Mutual of Omaha Full timeAccelerate Your Career in Financial ServicesWe're seeking driven and self-motivated individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success.About the RoleAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to...
-
Account Manager Trainee
3 months ago
Boston, United States Alpha Ascension Inc. Full timeOur company is a local leading management consulting firm for a community solar farm. We pride ourselves in developing top-notch talent in the management, sales, and customer acquisition fields. Our main objective is to educate consumers on available options to switch their energy providers from fossil fuels to renewable, clean, solar power energy. At the...
-
Financial Services Representative
2 months ago
boston, United States The Moody Street Group, LLC Full timeFinancial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help...
-
Financial Services Representative
2 months ago
boston, United States The Moody Street Group, LLC Full timeFinancial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help...
-
Financial Services Representative
7 months ago
Boston, United States The Moody Street Group, LLC Full timeFinancial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help...
-
Boston, Massachusetts, United States Creative Financial Staffing Full timeAbout the Role:Our client, a reputable real estate property management firm based in the Boston area, is seeking an experienced Financial Accountant to join their team.The ideal candidate will have 1+ year of experience in a similar role, with a strong background in financial accounting, budgeting, and analysis. Proficiency in MRI and/or Yardi software is...
-
Financial Services Representative
4 weeks ago
Boston, MA, United States The Moody Street Group, LLC Full timeFinancial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help...
-
Associate Financial Representative
4 weeks ago
boston, United States Modern Woodmen of America Full timeSnap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will...
-
Associate Financial Representative
2 months ago
boston, United States Modern Woodmen of America Full timeSnap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will...
-
Boston, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionBEGIN YOUR CAREER WITH NORTHWESTERN MUTUALAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and...
-
Associate Financial Representative
2 months ago
Boston, United States Modern Woodmen of America Full timeSnap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will...
-
Financial Services Representative II
3 days ago
Boston, Massachusetts, United States MFS Investment Management Full timeMFS Investment Management is a leading investment management company seeking highly skilled individuals to fill the role of Financial Services Representative I. As a key member of our team, you will play a vital part in delivering exceptional customer service and support.About the RoleThis position involves responding to incoming telephone inquiries from...
-
Boston, United States Creative Financial Staffing Full timeCFS is paired with a real estate property management firm looking to add a Property Accountant to their team.About the Company Seeking a Property Accountant:Founded almost thirty years ago, this company helps with all parts of the real estate business from construction, to property management, to property marketingThe growth they are experiencing is in line...
