Financial Representative Trainee
4 weeks ago
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
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 (see below)
Need help? Email Us Apply NowGreat 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 - Richmond, VAVirginia | 502873
Financial Representative Trainee - Miami, FLFlorida | 502874
Field Development Supervisor (Mutual of Omaha Advisors) - Denver, CO (Relocation Assistance Available)Colorado | 503145
-
Financial Representative Trainee
5 days ago
Waltham, 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 Representative Trainee
4 weeks ago
Waltham, 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 Representative Trainee
3 weeks ago
Waltham, 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 Representative Trainee
2 weeks ago
Waltham, 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 Representative Trainee
2 weeks ago
Waltham, 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 Representative Trainee
4 days ago
North Waltham, 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 Representative Trainee
3 weeks ago
North Waltham, 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...
-
Student Financial Services Representative
3 weeks ago
Waltham, United States Brandeis University Full timeBrandeis University is delighted to announce a career opportunity for a Student Financial Services Representative in our Finance Department. If you are looking for an opportunity to work at a beautiful university campus with lots of perks including free parking and access to a top of the line athletic facility, look no further! At Brandeis we offer a...
-
Lead C&I Credit Officer
3 weeks ago
Waltham, United States Cambridge Financial Full timeAt Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations, having a strong commitment to diversity and inclusion, and fostering a highly collaborate and customer centric environment. The Lead C&I Credit Officer is responsible for managing...
-
Lead C&I Credit Officer
4 weeks ago
Waltham, United States Cambridge Financial Full timePOSITION: Lead C&I Credit Officer Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations, having a strong commitment to diversity and inclusion, and fostering a highly collaborate and customer centric environment. The Lead C&I...
-
Plant Health Care Specialist Trainee
1 month ago
Waltham, United States Bartlett Tree Experts Full timeIf you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. We are seeking entry-level Plant Health Care Specialists who are ambitious self-starters, that have a passion...
-
Plant Health Care Specialist Trainee
4 weeks ago
Waltham, United States Bartlett Tree Experts Full timeIf you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. We are seeking entry-level Plant Health Care Specialists who are ambitious self-starters, that have a passion...
-
Senior Financial Analyst
1 month ago
Waltham, United States Imprivata Full timeDescription Come join a winning team! Here at Imprivata, you’ll see a dedicated group of professionals who care about improving healthcare. Our team thrives on collaboration and sharing ideas, whether in a cross-functional meeting or at one of our virtual team-building events. While we're diverse in our backgrounds and skills, we have much in common. A...
-
Senior Financial Analyst
4 weeks ago
Waltham, United States Imprivata Full timeDescription Come join a winning team! Here at Imprivata, you’ll see a dedicated group of professionals who care about improving healthcare. Our team thrives on collaboration and sharing ideas, whether in a cross-functional meeting or at one of our virtual team-building events. While we're diverse in our backgrounds and skills, we have much in common. A...
-
Senior Financial Analyst
2 months ago
Waltham, United States Slade Gorton Full timeJob DescriptionJob DescriptionWe are a growing company in a dynamic, fast-paced, and rapidly evolving global industry seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic finance team. Reporting directly to the VP of Finance, the ideal candidate will possess strong analytical capabilities, a deep understanding of financial...
-
Senior Financial Analyst
1 week ago
Waltham, Massachusetts, United States Slade Gorton Full timeJob Description Job Description We are a growing company in a dynamic, fast-paced, and rapidly evolving global industry seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic finance team. Reporting directly to the VP of Finance, the ideal candidate will possess strong analytical capabilities, a deep understanding of financial...
-
Senior Financial Analyst
2 months ago
Waltham, United States Slade Gorton Full timeJob DescriptionJob DescriptionWe are a growing company in a dynamic, fast-paced, and rapidly evolving global industry seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic finance team. Reporting directly to the VP of Finance, the ideal candidate will possess strong analytical capabilities, a deep understanding of financial...
-
Senior Financial Analyst
1 month ago
Waltham, United States Markforged Full timeMarkforged (NYSE: MKFG) is reinventing the $1 trillion+ worldwide manufacturing industry so that engineers can build anything they imagine while reducing environmental impact. With the market’s most robust 3D printing hardware, software and material solution, a world-class team, great customers and abundant capital, we’re well placed to continue our...
-
Senior Financial Analyst
4 weeks ago
Waltham, United States Markforged Full timeMarkforged (NYSE: MKFG) is reinventing the $1 trillion+ worldwide manufacturing industry so that engineers can build anything they imagine while reducing environmental impact. With the market’s most robust 3D printing hardware, software and material solution, a world-class team, great customers and abundant capital, we’re well placed to continue our...
-
Remote Client Representative/Resident
4 weeks ago
Waltham, Massachusetts, United States Hire Standard Staffing Full timePosition: Remote Client Representative (Benefits) - Massachusetts Resident OnlyCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.Role Overview:As a Benefits Representative, you play a pivotal...