Financial Rep – Upcoming Grad

1 day ago

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

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the essential skills for a successful career in the financial services industry. You will gain hands-on sales experience focused on Individual Insurance products while receiving mentorship and training to develop your own financial practice. By actively participating in goal-setting and evaluation sessions, you will reach your potential as an Independent Financial Advisor.

Financial Representative Trainee (Sales)--Boston, MA

Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
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 trainee 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 to 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) - Dallas, TX

Texas | 503423

Sales Trainee (Group Insurance) - Multiple Locations

Various Locations | 503167

Financial Representative Trainee (Sales) - Springfield, MO

Missouri | 503427


Keywords:

Financial Representative, Insurance Sales, Career Development, Financial Services, Holistic Financial Advice, Sales Training, Insurance Licensing, Professional Growth, Self-Motivated, Client Relationship Management

  • Financial Rep – Upcoming Grad

    1 day ago

    Quincy, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is an entry-level sales role aimed at upcoming graduates looking to launch their careers in the financial services industry. This comprehensive training program equips trainees with skills in insurance sales, client advising, and business management....

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Quincy, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Inside Sales Rep

    2 weeks ago

    Quincy, United States United Rentals Full time

    Great company. Great people. Great opportunities.If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with responsibility for recommending solutions to the customer, quoting,...

  • Clinic Director Licensed Physical Therapist Assistant

    2 months ago

    Quincy, United States EmpowerMe Wellness Full time

    Overview:Clinic Director - Physical Therapist Assistant (PTA)Physical Therapy + Care Coordination: The Best of Both Worlds!We’re looking for Physical Therapy Assistants to support our innovative new care coordination program! This opportunity empowers you to practice at the top of your license, while giving you the chance to branch out into care...

  • Radiology Technician

    3 months ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description ***No call, No weekends, No nights***This position will service our upcoming Spine and Joint CenterIntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a Radiology Technician - Surgery Center today with...

  • Surgical OR Tech Certified

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description This position will service our upcoming Spine and Joint Center***No Weekends, No Call***IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Surgical OR Tech Certified with Tallahassee Outpatient Surgery Center you can be a part of an organization that is devoted to giving...

  • Surgical OR Tech Certified

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description This position will service our upcoming Spine and Joint Center***No Weekends, No Call***IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Surgical OR Tech Certified with Tallahassee Outpatient Surgery Center you can be a part of an organization that is devoted to giving...

  • Surgical OR Tech Certified

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description This position will service our upcoming Spine and Joint Center***No Weekends, No Call***IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Surgical OR Tech Certified with Tallahassee Outpatient Surgery Center you can be a part of an organization that is devoted to giving...

  • RN PACU Nurse

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Job DescriptionDescription IntroductionCome grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any...

  • RN PACU Nurse

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description IntroductionCome grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare...

  • RN PACU Nurse

    3 weeks ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description IntroductionCome grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare...

  • RN PACU Nurse

    2 days ago

    Quincy, United States Tallahassee Outpatient Surgery Center Full time

    Description IntroductionThis position will service our upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare provider. We are seeking an RN PACU...

  • Radiology Technician

    1 month ago

    Quincy, Florida, 32353, Gadsden County, FL, United States Tallahassee Outpatient Surgery Center Part time

    Description ***No call, No weekends, No nights***This position will service our upcoming Spine and Joint CenterIntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a Radiology Technician - Surgery Center today with...

  • Surgical OR Tech Certified

    1 month ago

    Quincy, Florida, 32353, Gadsden County, FL, United States Tallahassee Outpatient Surgery Center Part time

    Description This position will service our upcoming Spine and Joint Center***No Weekends, No Call***IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Surgical OR Tech Certified with Tallahassee Outpatient Surgery Center you can be a part of an organization that is devoted to giving...

  • RN PACU Nurse

    1 month ago

    Quincy, Florida, 32353, Gadsden County, FL, United States Tallahassee Outpatient Surgery Center Part time

    Description Introduction Come grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare...

  • Surgical OR Tech Certified

    3 weeks ago

    Quincy, FL, United States Tallahassee Outpatient Surgery Center Full time

    Description This position will service our upcoming Spine and Joint Center***No Weekends, No Call***IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Surgical OR Tech Certified with Tallahassee Outpatient Surgery Center you can be a part of an organization that is devoted to giving...

  • RN PACU Nurse

    3 weeks ago

    Quincy, FL, United States Tallahassee Outpatient Surgery Center Full time

    Description IntroductionCome grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare...

  • RN PACU Nurse

    3 weeks ago

    Quincy, FL, United States Tallahassee Outpatient Surgery Center Full time

    Description IntroductionCome grow with us! We have openings at our current center and our new upcoming Spine and Joint Center***No Weekends, No Call***Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Tallahassee Outpatient Surgery Center our nurses set us apart from any other healthcare...