Current jobs related to Financial Representative Trainee - Marshfield - Mutual of Omaha

  • Financial Representative Trainee

    1 week ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503420Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry?...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    2 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Services Trainee

    1 week ago

    Marshfield, Wisconsin, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityAre you driven to succeed in the financial services industry? We're seeking motivated individuals to join our Career Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Services Trainee

    1 week ago

    Marshfield, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable...

  • Financial Representative Trainee

    3 weeks ago

    Marshfield, MA, 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?...

  • Financial Services Advisor

    3 weeks ago

    Marshfield, Wisconsin, United States Simplicity Credit Union Full time

    Financial Advisor Role at Simplicity Credit UnionSimplicity Credit Union is a team of passionate individuals dedicated to helping our friends and neighbors achieve their financial goals. As a Financial Advisor, you will play a crucial role in counseling members to maximize their financial potential through specialized financial products and services.Key...

  • Client Financial Consultant

    2 months ago

    Marshfield, Wisconsin, United States Simplicity Credit Union Full time

    Position Type: Full-time About Simplicity Credit Union: At Simplicity Credit Union, we are a dedicated team of Credit Union advocates committed to assisting our community in achieving their financial aspirations. Our focus is on leveraging cutting-edge technology and innovative branch experiences to provide our members with timely support. We pride ourselves...

  • Financial Services Associate

    2 months ago

    Marshfield, Wisconsin, United States Simplicity Credit Union Full time

    Position Type:Full-timeAbout Simplicity Credit Union:At Simplicity Credit Union, we are a dedicated team of Credit Union advocates committed to assisting our community in achieving their financial aspirations. We leverage cutting-edge technology to keep our members informed and offer an innovative branch experience tailored to their needs. Our culture...

  • Associate Financial Advisor

    3 months ago

    Marshfield, United States Simplicity Credit Union Full time

    Job Type Full-time Description Who is Simplicity Credit Union? We are today, and we've always been, a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. From the latest tech to keep our members in the know, wherever they may be, to an innovative branch experience, we're focused on giving people...

  • Member Service Representative

    2 weeks ago

    Marshfield, Wisconsin, United States Simplicity Credit Union Full time

    About Simplicity Credit UnionWe are a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. Our mission is to provide exceptional service and innovative solutions to our members, making a positive impact on their financial lives.Job SummaryWe are seeking a highly motivated and customer-focused...

  • Member Service Representative

    2 weeks ago

    Marshfield, Wisconsin, United States Simplicity Credit Union Full time

    {"title": "Member Service Representative", "description": "Role OverviewWe are seeking a highly motivated and customer-focused Member Service Representative to join our Marshfield Branch Service Team. As a key member of our team, you will provide exceptional service to our members by conducting basic teller transactions, resolving problems, and answering...

  • Sales Representative

    2 weeks ago

    Marshfield, Wisconsin, United States Begert Stainless Inc. Full time

    Job Title: Outside Sales RepresentativeAre you a results-driven sales professional with a proven track record of achieving sales goals? We're seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships.Key Responsibilities:Remain current on projected production volume and strive to meet and...

  • Sales Representative

    2 weeks ago

    Marshfield, Wisconsin, United States Begert Stainless Inc. Full time

    Job OverviewBegert Stainless Inc. is seeking a highly motivated and results-driven Sales Representative to join our team. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales goals.Key Responsibilities:Meet monthly and quarterly sales and revenue expectations.Initiate contact and...

  • Sales Representative

    2 weeks ago

    Marshfield, Wisconsin, United States Begert Stainless Inc. Full time

    Job OverviewBegert Stainless Inc. is seeking a highly motivated and results-driven Outside Sales Representative to join our team. As a key member of our sales team, you will be responsible for developing and executing a sales strategy to build new and expand current customer relationships.Key Responsibilities:Develop and execute a sales strategy to meet and...

  • Outside Sales Representative

    3 weeks ago

    Marshfield, United States Begert Stainless Inc. Full time

    Job DescriptionJob DescriptionAre you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. Job seekers should be motivated self-starters with superior communications,...

Financial Representative Trainee

3 months ago

Marshfield, 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 - Sacramento, CA

California | 502876

Financial Representative Trainee -Phoenix, AZ

Arizona | 502866

Financial Representative Trainee - Dallas, TX

Texas | 502865