Financial Rep – Upcoming Grad
2 weeks ago
As a Financial Representative Trainee, you will engage in a comprehensive training program focused on developing skills to market individual insurance products and provide holistic financial advice. The position offers a pathway to becoming an independent Financial Advisor, supported by mentorship and hands-on projects. With a starting wage of $16/hour and benefits, this role is ideal for self-motivated individuals eager to launch a successful career in the financial services industry.
Financial Representative Trainee (Sales) - Phoenix, AZ
Location: Arizona
Work Type: Full Time Regular
Job No: 503424
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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 workTogether 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”.
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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.
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Keywords:
Financial Representative, Trainee, Insurance Sales, Holistic Financial Advice, Financial Services, Sales Training, Mentorship Program, Insurance Products, Career Development, Self-Motivated
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is a full-time role designed for individuals eager to kickstart their careers in the financial services industry. Trainees will participate in an education-based program that equips them with the skills necessary to sell individual insurance products...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will undergo a comprehensive training program designed to equip you with the necessary skills to provide holistic financial advice and sell individual insurance products. This role offers a unique path into the financial services...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you'll participate in a comprehensive program designed to equip you with the skills necessary for success in the financial services industry. The role includes gaining direct sales experience, marketing Individual Insurance products, and developing holistic...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role in Phoenix, AZ, is designed for enthusiastic and driven individuals looking to kickstart their careers in the financial services industry. This full-time position involves participating in a comprehensive training program that equips trainees with the...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role in Phoenix, AZ, offers an immersive training program aimed at empowering individuals to start a career in financial services. Trainees will develop skills in selling individual insurance products and providing comprehensive financial advice, all while...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you'll kickstart your career in financial services through a comprehensive training program. This role involves learning to market Individual Insurance products, enhance sales skills, and provide holistic financial advice to clients. Upon successful...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role is designed for self-motivated individuals looking to establish a career in financial services. Participants will undergo a comprehensive training program to develop skills in selling Individual Insurance products while receiving hands-on mentorship....
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a comprehensive training program aimed at equipping you with the skills necessary for success in the financial services industry. This role involves direct sales experience in marketing Individual Insurance products and cultivating...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will embark on a dynamic training program designed to enhance your sales skills in the financial services industry. The role focuses on selling Individual Insurance products while receiving mentorship and hands-on experience to build a sustainable...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is a full-time role based in Phoenix, AZ, designed for recent graduates eager to start a career in financial services. This dynamic program offers hands-on training and mentorship to equip trainees with the skills necessary to succeed in selling...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will engage in a dynamic training program designed to develop essential skills in selling Individual Insurance products and providing holistic financial advice to clients. You will actively participate in hands-on projects, self-study, and mentorship...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will participate in a comprehensive program designed to equip you with skills in selling individual insurance products and providing holistic financial advice. This trainee role combines self-study, hands-on projects, and mentorship to...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role is designed for motivated individuals eager to start a career in financial services, specifically in selling Individual Insurance products. This comprehensive training program offers valuable direct sales experience, mentorship, and resources to help...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you'll undergo a comprehensive training program aimed at developing your skills in providing holistic financial advice and marketing Individual Insurance products. The position offers a structured path to becoming an independent Financial Advisor, with...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a comprehensive training program designed to equip you with the skills needed to sell Individual Insurance products and build a successful financial practice. The role involves self-study, hands-on projects, and mentorship, focusing...
-
Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will engage in a comprehensive development program tailored to equip you with the skills necessary for a successful career in financial services. This role emphasizes direct sales of Individual Insurance products and hands-on training...
-
Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ is ideal for motivated individuals looking to build a career in the financial services industry. This role involves participating in a comprehensive training program focused on selling Individual Insurance products and developing...
-
Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee program in Phoenix, AZ, is designed for motivated individuals looking to start a career in financial services. Trainees will engage in comprehensive training to develop the necessary skills for marketing and selling individual insurance products, with...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role in Phoenix, AZ, offers a dynamic training program for aspiring professionals in the financial services industry. Participants will develop skills in selling Individual Insurance products while receiving mentorship and achieving certifications needed for...
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Financial Rep – Upcoming Grad
2 weeks ago
Phoenix, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will embark on a dynamic training program designed to equip you with the skills necessary for success in the financial services sector. This position involves learning to market Individual Insurance products while developing effective sales and...
