Financial Rep – Upcoming Grad

3 days ago

Norwalk, United States Mutual of Omaha Full time
Financial Rep – Upcoming Grad at Mutual of Omaha summary:

The Financial Representative Trainee position offers a comprehensive training program for individuals eager to jumpstart their career in financial services. Trainees will develop essential skills in marketing Individual Insurance products and providing holistic financial advice to clients. With a combination of self-study, mentorship, and practical experience, this role prepares candidates for a successful career as an independent Financial Advisor.

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 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 training 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 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 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)--Boston, MA

Massachusetts | 503420

Financial Representative Trainee (Sales)-- Tampa, FL

Florida | 503422

Financial Representative Trainee (Sales)--Miami, FL

Florida | 503421


Keywords:

financial services, insurance, financial representative, sales trainee, career development, holistic financial advice, individual insurance products, training program, financial advisor, sales skills

  • Patient Access Rep I

    3 weeks ago

    Norwalk, United States Alta Hospitals Full time

    The Patient Access Rep I arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and procedures.As an acute care, 50-bed community hospital, Norwalk Community Hospital provide quality healthcare to the Norwalk and surrounding...

  • Patient Access Rep I

    3 weeks ago

    Norwalk, United States Prospect Medical Holdings Full time

    Job DescriptionThe Patient Access Rep I arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and procedures.ResponsibilitiesRegisters all patients according to department procedures. Completes all necessary admission (including...

  • Patient Access Rep II

    2 weeks ago

    Norwalk, United States Prospect Medical Holdings Full time

    Job Description The Patient Access Rep II arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and procedures. ResponsibilitiesRegisters all patients according to department procedures. Completes all necessary admission...

  • Patient Access Rep II

    1 month ago

    Norwalk, United States Alta Hospitals Full time

    The Patient Access Rep II arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and procedures. As an acute care, 50-bed community hospital, Norwalk Community Hospital provide quality healthcare to the Norwalk and surrounding...

  • Lead Patient Access Rep

    2 months ago

    Norwalk, United States Prospect Medical Holdings Full time

    Job DescriptionThe Lead Patient Access Rep coordinates and oversees patient access staff and functions, while maintaining an advanced level of skills and expertise. Arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and...

  • Medical Receptionist

    2 weeks ago

    Norwalk, California, United States Prospect Medical Holdings Full time

    Job DescriptionThe Patient Access Rep I is responsible for ensuring the efficient and orderly admission of all inpatients and outpatients. This involves collecting accurate patient information, explaining hospital policies, and preparing financial folders.Responsibilities

  • Patient Access Rep I

    3 weeks ago

    Norwalk, United States Prospect Medical Holdings Full time

    Job Description The Patient Access Rep I arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and procedures. ResponsibilitiesRegisters all patients according to department procedures. Completes all necessary admission...

  • Lead Patient Access Rep

    3 months ago

    Norwalk, United States Prospect Medical Holdings Full time

    Job Description The Lead Patient Access Rep coordinates and oversees patient access staff and functions, while maintaining an advanced level of skills and expertise. Arranges for the efficient and orderly admission of all inpatients and outpatients. Ensures that accurate patient information is collected and that patients are aware of hospital policy and...

  • Commercial Producer

    1 month ago

    Norwalk, United States IMA Financial Group Full time

    What You'll Do Essential job responsibilitiesinclude but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Prospects, qualifies,and closesnew commercial accounts which meet IMA criteria Identifiesa target industry and/or market segment to focus...

  • Guest Services Representative

    2 months ago

    Norwalk, United States Norwalk Hospital Association Full time

    Description Position at Norwalk Hospital Association Summary: The primary function of the Guest Services Representative is to greet and monitor all visitors to Norwalk Hospital. Additionally, the Guest Services Rep provides patient room and phone numbers to callers and visitors using a computerized visitor badging system. Adheres to all hospital policies...

  • Front Desk Receptionist

    1 month ago

    Norwalk, United States Brookdale Associates Inc Full time

    Overview: Interacting with patients face-to-face at the Front Office & via telephonically in the Back Office Greeting and checking patients in & out of the office Answering questions patients may have, setting appointments and upcoming appointment reminders. Verifying patients insurances Collecting Co-Pays Entering patient information into the EMR software...

  • Front Desk Receptionist

    1 month ago

    Norwalk, United States Brookdale Associates Full time

    Overview:Interacting with patients face-to-face at the Front Office & via telephonically in the Back OfficeGreeting and checking patients in & out of the officeAnswering questions patients may have, setting appointments and upcoming appointment reminders.Verifying patient’s insurancesCollecting Co-PaysEntering patient information into the EMR software...

  • Customer Relations Representative

    3 weeks ago

    Norwalk, United States PI Los Angeles Full time

    We are a business and marketing firm that was founded almost a decade ago. We are looking to hire a Customer Relations Representative to our team who mirrors our company's motto. A professional who works hard never gives up and always keeps a smile on their face. A successful Customer Relations Representative will come with a dedication to personal and...

  • Accounting and Business Specialist

    2 months ago

    Norwalk, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of an Accounting Specialist to join our team based in Stamford, Connecticut. This role is within the industry of commodity trading and recycling, requiring a high level of precision and organization. The main tasks include managing customer accounts, maintaining customer records, and resolving customer billing...

  • Dental Specialist

    2 weeks ago

    Norwalk, Connecticut, United States Dental365 Full time

    About Dental365We are a leading dental practice dedicated to providing exceptional care and services in Norwalk, Connecticut.Job Overview:This is an exciting opportunity for a skilled Endodontist to join our team. As an Endodontist, you will work one day a week (Thursday or Friday) from 8am-2pm, delivering optimal dental care and an unparalleled patient...

  • Vice President of Finance | Full Time

    1 month ago

    Norwalk, United States Maritime Aquarium Full time

    POSITION DESCRIPTION AND JOB ANNOUNCEMENTThe Maritime Aquarium at Norwalk seeks a Vice President of Finance to oversee financial strategy, management, operations and controls at a uniquely important time, with significant growth and diversification, and a new 10-year strategic plan and an upcoming multi-million campaign.ORGANIZATION BACKGROUNDThe mission of...

  • Vice President of Finance

    2 months ago

    Norwalk, United States The Maritime Aquarium at Norwalk, Inc. Full time

    The Maritime Aquarium at Norwalk seeks a Vice President of Finance to oversee financial strategy, management, operations and controls at a uniquely important time, with significant growth and diversification, a new 10-year strategic plan, and an upcoming multi-million campaign. ORGANIZATION BACKGROUND The mission of The Maritime Aquarium is to ignite a...

  • Endodontist

    4 weeks ago

    Norwalk, United States Dental365 Full time

    Seeking an Endodontist to work 1 day/week in our beautiful, newly renovated, Norwalk location! OUR LOCATIONS:Dental365 - Norwalk 235 Main St Suite 13, Norwalk, Connecticut 06851 HIRING SCHEDULE: Thursday OR Friday: 8:00am - 2:00pm RESPONSIBILITIES: Clinical Leadership: Spearhead clinical diagnosis and patient treatment, striving to deliver optimal dental...

  • Vice President of Finance | Full Time

    4 weeks ago

    Norwalk, CT, United States Maritime Aquarium Full time

    POSITION DESCRIPTION AND JOB ANNOUNCEMENT The Maritime Aquarium at Norwalk seeks a Vice President of Finance to oversee financial strategy, management, operations and controls at a uniquely important time, with significant growth and diversification, and a new 10-year strategic plan and an upcoming multi-million campaign. ORGANIZATION BACKGROUND The...