Financial Representative Trainee

2 weeks ago

West Roxbury, 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 Financial Representative Trainee (Sales) - Denver, CO

Colorado | 503415

Financial Representative Trainee (Sales) - Austin, TX

Texas | 503426

Financial Representative Trainee (Sales)--Milwaukee, WI

Wisconsin | 503419

  • Financial Representative Trainee

    2 weeks ago

    West Roxbury, 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...

  • Financial Representative Trainee

    4 weeks ago

    West Roxbury, 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...

  • Financial Representative Trainee

    3 weeks ago

    West Palm Beach, Florida, United States Mutual of Omaha Full time

    Accelerate Your Career in Financial ServicesAre you driven to succeed and eager to launch your career 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 competencies necessary to excel in selling Individual Insurance products and...

  • Financial Representative Trainee

    3 weeks ago

    West Chicago, Illinois, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Chicago, ILJob Overview: We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.Key...

  • Financial Representative Trainee

    4 weeks ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    1 week ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    West Chicago, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    6 days ago

    West Des Moines, United States Mutual of Omaha Full time

    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...

  • Financial Services Trainee

    2 weeks ago

    West Columbia, South Carolina, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleAre 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 competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic...

  • Financial Representative Trainee

    5 days ago

    West Des Moines, IA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Management Trainee

    2 weeks ago

    West Bridgewater, Massachusetts, United States Enterprise Mobility Inc Full time

    OverviewEnterprise Mobility Inc is seeking a highly motivated and detail-oriented individual to join our team as a Financial Management Trainee. This role will provide opportunities to gain hands-on experience in financial management, accounting, and business operations.As a Financial Management Trainee, you will be responsible for assisting in the...

  • Financial Services Representative

    2 weeks ago

    West Hartford, Connecticut, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals and secure their financial futures.As a Financial Services...

  • Financial Rep – Upcoming Grad

    2 days ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    1 week ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    14 hours ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    6 days ago

    West Columbia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    1 week ago

    West Columbia, SC, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503418 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Sales Representative

    2 weeks ago

    West Monroe, Louisiana, United States OneMain Financial Full time

    Job SummaryAs a Financial Sales Representative at OneMain Financial, you will play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business at OneMain, allowing you to grow your career and develop new relationships with customers throughout...

  • Property Claim Representative Trainee

    3 weeks ago

    West Bridgewater, Massachusetts, United States THE TRAVELERS INDEMNITY COMPANY Full time

    Job Title: Property Claim Representative TraineeWe are seeking a highly motivated and detail-oriented Property Claim Representative Trainee to join our team. As a Property Claim Representative Trainee, you will be responsible for investigating, evaluating, and resolving property claims in a timely and efficient manner.Key Responsibilities:Investigate and...

  • Property Claim Representative Trainee

    3 weeks ago

    West Bridgewater, Massachusetts, United States THE TRAVELERS INDEMNITY COMPANY Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Property Claim Representative Trainee to join our team. As a Property Claim Representative Trainee, you will be responsible for investigating, evaluating, and resolving property claims in a timely and efficient manner.Key ResponsibilitiesInvestigate and evaluate property claims to determine...