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Financial Representative Trainee

2 months ago

Braintree, United States Mutual of Omaha Full time

As a Financial Representative Trainee, you will participate in a comprehensive program focused on selling Individual Insurance products. This dynamic program includes self-study and hands-on experience projects, all tailored to a structured curriculum.

What we offer:

  • 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 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.

What you'll do:

  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • You'll 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 and acquire an in-depth understanding of our product offerings.
  • 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.
  • Highly self-motivated and results-oriented with the ability to work independently and as part of a team.