Financial Representative Trainee

2 days ago

Mesa, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary:

The Financial Representative Trainee (Sales) position in Phoenix, AZ is designed for driven individuals eager to start their career in financial services. Participants will undergo a comprehensive training program to develop skills necessary for selling individual insurance products and providing holistic financial advice. Successful completion of the trainee program leads to a promotion with a competitive salary and opportunities for bonuses and benefits.

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

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) - Springfield, MO

Missouri | 503427

Financial Representative Trainee (Sales)--Miami, FL

Florida | 503421

Financial Representative Trainee (Sales)--Boston, MA

Massachusetts | 503420


Keywords:

financial services, insurance, sales training, financial advisor, individual insurance, business development, holistic financial advice, career development, customer service, self-motivation

  • Financial Representative Trainee

    1 day ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee role is designed for motivated individuals seeking to launch a career in financial services. Trainees will gain essential skills in selling insurance products and managing client relationships while receiving mentorship throughout a...

  • Financial Representative Trainee

    2 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee role offers an opportunity to kickstart a career in financial services through a comprehensive training program. Trainees will gain skills in selling Individual Insurance products while receiving mentorship and real-world experience....

  • Financial Representative Trainee

    1 day ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ, is an opportunity for self-motivated individuals eager to start a career in the financial services industry. Trainees will undergo a comprehensive program focused on sales of Individual Insurance products,...

  • Financial Representative Trainee

    3 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee program in Phoenix, AZ, offers aspiring finance professionals an opportunity to jumpstart their careers in financial services. Trainees will receive comprehensive training focused on selling Individual Insurance products and building...

  • Financial Representative Trainee

    2 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ, offers a dynamic training program for individuals eager to jumpstart their careers in the financial services industry. Participants will develop essential skills in sales, insurance marketing, and client...

  • Financial Representative Trainee

    2 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position is designed for motivated individuals to launch their careers in the financial services industry. Participants will undergo a comprehensive training program to develop skills in selling Individual Insurance products and...

  • Financial Representative Trainee

    3 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee program offers a comprehensive training experience for individuals eager to start a career in the financial services industry. Participants will develop key sales skills, gain insurance product knowledge, and receive mentorship to...

  • Financial Representative Trainee

    1 day ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position offers a unique opportunity to embark on a comprehensive training program in the financial services industry. Participants will develop essential sales skills while marketing Individual Insurance products and receive mentorship...

  • Financial Representative Trainee

    1 day ago

    Mesa, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: As a Financial Representative Trainee, you'll engage in a structured program designed to prepare you for a career in the financial services industry. You'll gain experience in direct sales of Individual Insurance products while receiving mentorship and training to develop...

  • Financial Representative Trainee

    1 week ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Trainee

    11 hours ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Trainee

    4 days ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Trainee

    2 weeks ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Trainee

    4 weeks ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Trainee

    3 weeks ago

    Mesa, United States Mutual of Omaha Full time

    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...

  • Financial Representative Development Specialist

    3 weeks ago

    Mesa, Arizona, United States Mutual of Omaha Full time

    Unlock your potential in a dynamic role that combines sales skills with financial expertise.About the OpportunityWe are seeking a talented Financial Representative Trainee to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients while providing them with tailored financial...

  • Financial Rep – Upcoming Grad

    3 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role offers a dynamic opportunity to start a career in the financial services industry. This program is designed to equip you with the necessary skills to sell Individual Insurance products while receiving mentorship and training for long-term success. After...

  • Financial Rep – Upcoming Grad

    3 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will enter an Accelerator Program designed to equip you with the necessary skills to provide holistic financial advice and market Individual Insurance products. The position involves a combination of self-study, hands-on projects, and...

  • Financial Rep – Upcoming Grad

    3 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position offers an opportunity for driven individuals to jumpstart their career in financial services. Trainees will develop skills for selling Individual Insurance products and build a sustainable financial practice through a comprehensive Accelerator...

  • Financial Rep – Upcoming Grad

    2 days ago

    Mesa, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is designed for motivated individuals looking to launch a career in the financial services industry. This role involves a comprehensive training program that empowers trainees to sell Individual Insurance products while building a sustainable...