Financial Representative Trainee

2 weeks ago

Tolleson, United States Mutual of Omaha Full time
Financial Representative Trainee -Phoenix, AZ

Location: Arizona
Work Type: Full Time Regular
Job No: 502866
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@.

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 - Chicago, IL

Illinois | 502880

Financial Representative Trainee - Braintree, MA

Massachusetts | 502878

Financial Representative Trainee - Sacramento, CA

California | 502876

  • Financial Rep

    4 weeks ago

    Tolleson, United States Mutual of Omaha Full time

    Financial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Rep – Upcoming Grad

    16 hours ago

    Tolleson, United States Mutual of Omaha Full time

    Financial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Operations Manager Trainee

    4 weeks ago

    Tolleson, United States Velocity Vehicle Group Full time

    **Who We Are**: Velocity Vehicle Group (VVG) is a premium commercial brand medium to heavy truck dealership that offers the full-service experience for our customers, from an outstanding sales organization to highly skilled technicians to service your vehicle, and on demand parts. Our goal is to be your one stop shop experts for all truckers, owner...

  • Customer Service Representative

    1 month ago

    Tolleson, United States Yolanda Rodriguez LLC Full time

    Job DescriptionJob DescriptionBilingual Licensed Insurance Customer Service RepresentativeJob descriptionBilingual Customer Service Representative - State Farm Agent Team MemberOur State Farm Agency is looking for an enthusiastic, career-minded individual to join our successful customer service team. As a Customer Service Representative, you will be...

  • 2024/2025 Sy Task Instructor

    4 weeks ago

    Tolleson, United States Tolleson Elem SD 17 Full time

    **TITLE**:TASK Instructor **QUALIFICATIONS**: - High School Diploma or equivalent. - Any equivalent combination of training, experience, and education that provides the required knowledge, skills, and abilities, is qualifying. **REPORTS TO**: Assistant Superintendent of Curriculum and Instruction **JOB GOAL**: Plans, organizes, conducts, and directs a...

  • Customer Relations Representative

    4 days ago

    Tolleson, United States Derrick Spencer - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompetitive salaryFlexible scheduleOpportunity for advancementPaid time offTraining & development Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor...

  • Customer Relations Representative

    1 month ago

    Tolleson, United States Derrick Spencer - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompetitive salaryFlexible scheduleOpportunity for advancementPaid time offTraining & development Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor...

  • Finance Specialist

    4 weeks ago

    Tolleson, United States Tolleson Elem SD 17 Full time

    **TITLE**:Finance Specialist - Procurement **QUALIFICATIONS**: - High School Diploma or equivalent. Bachelor’s degree preferred. - Three years of recent, progressively responsible experience in public school district purchasing. A bachelor’s degree and/or coursework in purchasing, business administration, and accounting or in a related field may...

  • Staff Accountant

    2 weeks ago

    Tolleson, United States TriMas Aerospace Full time

    Summary: Reporting to the Controller, the Staff Accountant is responsible for the smooth running of the Accounts Payable and Receivable functions with Shared Services, in addition to monthly closing, compliance and business support. Essential Duties and Responsibilities: Co-ordinate Accounts Payable function at the site with Shared Services, identifying...

  • Staff Accountant

    1 month ago

    Tolleson, United States TriMas Corporation Full time

    Staff Accountant Company: Trimas Primary Location: 8505 W McDowell Road, Tolleson,AZ Employment Type: Salaried / Full Time Function: Finance Equal Opportunity Employer Minorities/Women/Veterans/Disabled Main Duties & Responsibilities Summary: Reporting to the Finance Manager, the Staff Accountant is responsible for the smooth running of the AP and AR...

  • Staff Accountant

    3 weeks ago

    Tolleson, United States TriMas Aerospace Full time

    Summary:Reporting to the Controller, the Staff Accountant is responsible for the smooth running of the Accounts Payable and Receivable functions with Shared Services, in addition to monthly closing, compliance and business support.Essential Duties and Responsibilities:Co-ordinate Accounts Payable function at the site with Shared Services, identifying process...

  • Staff Accountant

    1 week ago

    Tolleson, United States TriMas Aerospace Full time

    Summary:Reporting to the Controller, the Staff Accountant is responsible for the smooth running of the Accounts Payable and Receivable functions with Shared Services, in addition to monthly closing, compliance and business support.Essential Duties and Responsibilities:Co-ordinate Accounts Payable function at the site with Shared Services, identifying process...

  • General Manager

    3 weeks ago

    Tolleson, United States Martinic Engineering Inc Full time

    Company: Martinic Engineering Inc Primary Location: 8505 West McDowell Road, Tolleson, AZ 85353 USA Employment Type: Salaried | Full-Time Function: General / Executive Management Equal Opportunity Employer Minorities/Women/Veterans/Disabled **Main Duties & Responsibilities** Job Summary: The General manager is responsible for direct oversite of Martinic...

  • Staff Accountant

    3 weeks ago

    Tolleson, United States TriMas Corporation Full time

    Staff Accountant Company: Trimas Primary Location: 8505 W McDowell Road, Tolleson,AZ Employment Type: Salaried / Full Time Function: Finance Equal Opportunity Employer Minorities/Women/Veterans/Disabled Main Duties & Responsibilities Summary: Reporting to the Finance Manager, the Staff Accountant is responsiblefor the smooth running of the AP and AR...

  • Bilingual Distribution Center Operations Manager

    4 weeks ago

    Tolleson, United States AutoZone Full time

    Come be a part of an energizing culture rooted in people with a commitment to delivering WOW! customer service. If you enjoy fast-paced, physical positions that gets you up and moving, then look no further. AutoZone is the place for you! We offer flexible work schedules in our world class distribution centers with climate-controlled workspaces. This key...

  • Office Clerk

    1 month ago

    Tolleson, United States Ricoh Americas Corporation Full time

    Come Create at Ricoh If you are seeking a team driven by passion and purpose, come create with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We are looking for talented, inspired individuals to join us to help drive...

  • Staff Accountant

    1 month ago

    Tolleson, United States Amtec Direct Hire Full time

    Job DescriptionJob DescriptionJob Summary:Reporting to the Finance Manager, the Staff Accountant is responsible for the smooth running of the AP and AR functions, in addition to providing GL, compliance, and business reporting support.Essential Duties and Responsibilities:Accounts ReceivableCreate AR invoices daily to ensure timely issuance to...

  • Staff Accountant

    1 month ago

    Tolleson, United States Amtec Direct Hire Full time

    Job DescriptionJob DescriptionJob Summary:Reporting to the Finance Manager, the Staff Accountant is responsible for the smooth running of the AP and AR functions, in addition to providing GL, compliance, and business reporting support.Essential Duties and Responsibilities:Accounts ReceivableCreate AR invoices daily to ensure timely issuance to...

  • Office Clerk

    3 weeks ago

    Tolleson, Arizona, United States Ricoh Americas Corporation Full time

    This position offers $1000 sign on bonus for new Ricoh membersCome Create at RicohIf you are seeking a team driven by passion and purpose, come create with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We are looking for...

  • Night Auditor

    1 month ago

    Tolleson, United States Woodspring Suites Tolleson Full time

    Job Summary The Night Auditor is responsible for the preparation and disposition of all Night Audit work. Responsible for the front desk operation during the overnight shift (Typically 11pm-7am). Primary responsibilities include: registering guests making reservations preparing daily reports balancing transactions and conducting security walks....