Current jobs related to Financial Professional Trainee - Fair Oaks - Mutual of Omaha

  • Financial Representative Trainee

    2 weeks ago

    Fair Oaks, California, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage...

  • Financial Representative Trainee

    2 weeks ago

    Fair Grove, Missouri, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and 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...

  • Financial Representative Trainee

    2 weeks ago

    Fair Grove, Missouri, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...

  • Financial Services Professional

    2 weeks ago

    Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial....

  • Financial Services Professional

    2 weeks ago

    Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Career PotentialLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...

  • Financial Services Professional

    4 weeks ago

    Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area presents a chance to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model,...

  • Financial Services Professional

    1 month ago

    Thousand Oaks, California, United States LPL Financial Full time

    Career Opportunities at BMO Bank N.A. Unlock Your Potential As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to BMO Bank N.A. for financial solutions. This exciting position will offer: * The ability to build a strong client base with the Bank's...

  • Shift Supervisor Trainee

    2 weeks ago

    Fair Oaks Ranch, Texas, United States CVS Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Shift Supervisor Trainee to join our team at CVS Health. As a Shift Supervisor Trainee, you will have the opportunity to develop your leadership skills and gain hands-on experience in a fast-paced retail environment.Key ResponsibilitiesAssist store management in overseeing daily store...

  • Financial Services Professional

    3 weeks ago

    Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This exciting opportunity at BMO Bank N.A. in the Thousand Oaks, CA area allows you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model,...

  • Financial Services Professional

    1 week ago

    Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Financial Services OpportunityLPL Financial partners with banks to offer a comprehensive menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...

  • Financial Services Professional

    3 weeks ago

    Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you grow your career and business. As a Financial Advisor associated with BMO Bank N.A., you'll have the opportunity to join a team dedicated to supporting the local community with a complete menu of financial services.Key Benefits:Build a strong client...

  • Career Growth Opportunity for Financial Services Professional

    5 days ago

    Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential in Financial Services At LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with BMO Bank N.A. offers a unique opportunity to grow your business and help clients achieve their financial goals. With a strong referral system and a significant deposit base, you'll have the...

  • Financial Services Professional

    2 weeks ago

    Fair Lawn, New Jersey, United States Columbia Bank Full time

    Job SummaryColumbia Bank is seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and investment management to our customers.Key ResponsibilitiesMeet with customers to assess their financial situation and develop personalized financial plans.Recommend and...

  • Financial Services Professional

    2 weeks ago

    Fair Lawn, New Jersey, United States Columbia Bank Full time

    Job Title: Financial AdvisorColumbia Bank is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial advice, planning, and investment management to serve the needs of our consumer and business customers.Key Responsibilities:Meet with customers to review their financial situation and...

  • Financial Services Professional

    2 weeks ago

    Fair Lawn, New Jersey, United States Columbia Bank Full time

    Job SummaryColumbia Bank is seeking a highly skilled Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet with customers to review their financial...

  • Financial Services Professional

    7 days ago

    Fair Lawn, New Jersey, United States Columbia Bank Full time

    Job SummaryColumbia Bank seeks a skilled Financial Advisor to provide expert financial guidance and investment management to its customers. The ideal candidate will possess a strong understanding of financial planning, investment strategies, and customer service.Key Responsibilities:Meet with customers to assess their financial situation and develop...

  • AutoZone Store Manager Trainee

    7 days ago

    Sherman Oaks, California, United States AutoZone Full time

    Job Summary: We are seeking a highly motivated and detail-oriented individual to join our team as a Store Manager Trainee. As a Store Manager Trainee, you will be responsible for supporting the Store Manager in the overall operation of the store, including retail/commercial management, supervision, and policy implementation.Responsibilities:Support the Store...

  • Mammography Technologist Trainee

    2 weeks ago

    Thousand Oaks, California, United States RadNet Full time

    Mammography Technologist TraineeAt RadNet, we are committed to delivering exceptional patient care and advancing the field of radiology. As a Mammography Technologist Trainee, you will play a critical role in our team's success.ResponsibilitiesComplete a comprehensive training program in mammography, including digital mammography and Tomosynthesis.Pass the...

  • Operations Supervisor Trainee

    4 weeks ago

    Sherman Oaks, California, United States CVS Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Shift Supervisor Trainee to join our team at CVS Health. As a Shift Supervisor Trainee, you will have the opportunity to develop your leadership skills and gain hands-on experience in store operations.Key ResponsibilitiesAssist store management in overseeing daily store operations, including...

  • Financial Advisor Associate

    4 weeks ago

    Thousand Oaks, California, United States Forum Financial Management, LP Full time

    Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and has grown by greater than 25% annualized over the last 10 years. We use a highly diversified investment strategy derived from decades of academic research, which we call...

Financial Professional Trainee

2 months ago

Fair Oaks, United States Mutual of Omaha Full time
Financial Representative Trainee - Sacramento, CA

Location: California
Work Type: Full Time Regular
Job No: 502876
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 - Des Moines, IA

Iowa | 502869

Financial Representative Trainee - Springfield, MO

Missouri | 502872

Financial Representative Trainee - Guaynabo, Puerto Rico

Puerto Rico | 502875