Financial Representative Trainee
2 weeks ago
Location: Massachusetts
Work Type: Full Time Regular
Job No: 502878
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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 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 - Houston, TXTexas | 503157
Financial Representative Trainee - Chicago, ILIllinois | 502880
Financial Representative Trainee - Omaha, NENebraska | 502867
-
Financial Representative Trainee
3 weeks ago
Lynn, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Services Representative
2 weeks ago
Lynn, Massachusetts, United States Brotherhood Credit Union Full timePosition OverviewRole Summary: The Financial Services Representative plays a vital role in delivering exceptional service to our members at Brotherhood Credit Union.Key Responsibilities:Manage cash transactions efficiently and accurately.Operate a teller drawer with precision.Assist members in the lobby and at the drive-up window.Welcome members warmly and...
-
Lynn, Massachusetts, United States Titan Industries Full timeEducation in the Back Office as an Insurance and Financial Services ClerkYour Education at Titan IndustriesWe are a leading provider of insurance and financial services, and we are committed to providing our customers with the best possible experience.As a trainee in our back office teams, you will have the opportunity to learn from experienced professionals...
-
Chief Financial Officer
3 weeks ago
Lynn, United States Element Care PACE Full timeThe OpportunityElement Care is a highly respected non-profit organization, viewed as one of the best programs of its type in the nation. Funded by Medicare and Medicaid, Element Care’s mission is to help older, low-income adults live safely and comfortably in their homes and communities for as long as possible, through programs that provide high-quality,...
-
Customer Service Representative
4 days ago
Lynn, Indiana, United States Merchants Bancorp Full timeJob SummaryThe Personal Banker is a key role within Merchants Bancorp, responsible for delivering exceptional customer service and financial solutions to our clients. As a Personal Banker, you will be the primary point of contact for customers, providing guidance on banking products and services, and ensuring their financial needs are met.Key...
-
Account Representative
4 days ago
Lynn Haven, Florida, United States Clinton Bruner - State Farm Agent Full timeJob OverviewAre you a motivated and customer-focused individual looking for a challenging role in sales and customer service? Do you have a passion for helping others and a strong desire to succeed in a fast-paced business environment? If so, we may have the perfect opportunity for you!As a key member of our team at Clinton Bruner - State Farm Agent, you...
-
Customer Service Representative
2 days ago
Lynn, Indiana, United States Merchants Bancorp Full timeJob SummaryThe Personal Banker is a key member of our team at Merchants Bancorp, responsible for delivering exceptional customer service and building strong relationships with our clients. As a Personal Banker, you will be the primary point of contact for our customers, providing personalized banking solutions and ensuring their financial needs are met.Key...
-
Customer Service Representative
2 days ago
Lynn, Massachusetts, United States Walmart Full timeJob SummaryThis role focuses on providing exceptional customer service, preventing loss, and ensuring a safe and secure shopping environment at Walmart stores.Key ResponsibilitiesVerify purchases and assist with returned itemsKeep store entrances safe and secureProvide excellent customer service and respond to customer inquiriesWork collaboratively with...
-
Account Representative
4 months ago
Lynn Haven, United States Clinton Bruner - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewAre 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.ResponsibilitiesEstablish...
-
Sports Minded Sales Representative
3 months ago
Lynn, United States SALESBOAT INC Full timeJob DescriptionJob DescriptionDo customers specifically request you based on your great customer service?Does your personality alone put people at ease?Are you looking for an opportunity for growth and advancement in your next position?Then YOU are EXACTLY the type of person that we are looking for!If you are a people person working in the retail or the...
-
Vice President of Operations
2 weeks ago
Lynn, Massachusetts, United States Tealbook Inc. Full timePosition: Chief Operating Officer - Trade, Broadcasting and Other ServicesSalary: $180,000 annually / 40 hours per weekEmployment Terms: Permanent, Full-timeJob Overview: We are seeking a dynamic Chief Operating Officer to oversee our organizational operations at Tealbook Inc. This role requires a seasoned professional with a minimum of 5 years of relevant...
-
Full Time Internal Medicine Physician
3 months ago
Lynn, United States VISTA Staffing Solutions, Inc. Full timeVISTA's Permanent Placement Division is representing a well-established and financially sound health center 10 miles from downtown Boston! We are currently seeking a BC/BE Internal Medicine physician interested in working in an urgent care setting. Must have at least 2 years of experience in Urgent Care or Emergency Medicine environment. Benefits of...
-
Full Time Internal Medicine Physician
3 months ago
Lynn, Massachusetts, United States VISTA Staffing Solutions, Inc. Full timeVISTA's Permanent Placement Division is representing a well-established and financially sound health center 10 miles from downtown Boston We are currently seeking a BC/BE Internal Medicine physician interested in working in an urgent care setting. Must have at least 2 years of experience in Urgent Care or Emergency Medicine environment.Benefits of this...
-
Teller/ Customer Service Representative
3 months ago
Lynn, United States Community Credit Union Full timeJob DescriptionJob DescriptionSalary: While other big banks are closing, Community Credit Union is growing and has a vision for the future! Why Work Here?Community Credit Union isn’t just a place to work, it’s a whole lot more than that. We’re a tight-knit group of people who look out for one another and the people we serve. We make extraordinary...
-
Admissions Coordinator
1 week ago
Lynn, Massachusetts, United States North Shore Community College Full timeJob Overview: Position Title: Enrollment Specialist (Clerk V)Classification: AFSCME Unit position, Grade 15Location: North Shore Community College COMPENSATION: $1,969.30 biweekly, with additional benefits. New hires from outside the bargaining unit will commence at this salary, step #1 of the range, or as adjusted per the collective bargaining agreement....
-
Non-CDL Vehicle Operator
2 weeks ago
Lynn, Massachusetts, United States Salvation Army - ARC Full timeVehicle Operator RoleSafety First: Ensure the secure operation of assigned vehicles and equipment. Report any incidents, injuries, or damages to the supervisor immediately and complete the required documentation.Daily Inspections: Conduct thorough inspections of the vehicle to ensure it remains in optimal condition. Report any issues to the supervisor...
-
Admissions Coordinator
2 weeks ago
Lynn, Massachusetts, United States North Shore Community College Full timeJob Overview: Position Title: Enrollment Specialist (Clerk V)Classification: AFSCME Unit position, Grade 15Location: North Shore Community College COMPENSATION: $1,969.30 biweekly, with a comprehensive benefits package available for full-time employees. ROLE SUMMARY: The Enrollment Specialist plays a crucial role in guiding students through the admissions...
-
Lynn, Massachusetts, United States Lynn Community Health Center Full timePosition OverviewLocation: HybridLynn Community Health Center (LCHC) is a community-focused health center committed to delivering exceptional, compassionate healthcare to all individuals, irrespective of their financial circumstances.We are seeking a seasoned Talent Acquisition expert to devise and execute strategies aimed at attracting and engaging a...
-
Lynn, Massachusetts, United States Lynn Community Health Center Full timePosition OverviewLocation: HybridLynn Community Health Center (LCHC) is a dedicated community health organization committed to providing exceptional and compassionate healthcare services to all individuals, regardless of their financial situation.We are seeking a seasoned Talent Acquisition expert to design and execute strategies aimed at attracting and...
-
Lynn, Massachusetts, United States Lynn Community Health Center Full timePosition OverviewLocation: Hybrid work in Lynn, MALynn Community Health Center (LCHC) is a community-focused health organization committed to delivering high-quality, compassionate care to all individuals, regardless of their financial situation.We are seeking a seasoned Talent Acquisition expert to craft and execute strategies aimed at attracting and...