Financial Representative Trainee
2 days ago
The Financial Representative Trainee position in Phoenix, AZ is an entry-level role aimed at individuals looking to launch their career in the financial services industry. The program provides comprehensive training in selling individual insurance products and building a sustainable financial practice through self-study, hands-on projects, and mentorship. Upon successful completion, trainees will be promoted to Financial Representatives with a guaranteed salary and additional incentives.
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 Services, Insurance Sales, Sales Training, Financial Advisor, Client Consultation, Holistic Financial Advice, Career Development, Professional Mentorship, Financial Practice, Insurance Products
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Financial Representative Trainee
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position is an entry-level role designed for self-motivated individuals looking to start a career in financial services. Trainees will participate in a comprehensive program that equips them with the necessary skills to sell individual...
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, individuals will participate in a comprehensive training program aimed at developing skills in selling Individual Insurance products and building a successful financial practice. The role offers a unique combination of...
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee role is designed for motivated individuals looking to start their careers in financial services, focusing on selling individual insurance products. Trainees receive comprehensive training through self-study and mentorship to develop...
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Financial Representative Trainee
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ, is designed for self-motivated individuals eager to start a career in financial services. This full-time role provides comprehensive training in selling individual insurance products and building a financial...
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ is designed for motivated individuals looking to kickstart their careers in the financial services industry. The program provides comprehensive training in sales techniques and holistic financial advising,...
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Financial Representative Trainee
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ offers individuals an opportunity to jumpstart their career in the financial services industry. This role involves participating in a comprehensive training program aimed at equipping trainees with essential...
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Financial Representative Trainee
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Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ is designed for motivated individuals looking to start a career in the financial services industry. Participants will undergo a comprehensive training program that focuses on developing skills to sell Individual...
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Financial Representative Trainee
1 day ago
Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will embark on a comprehensive training program designed to equip you with the necessary skills to excel in the financial services industry. The role involves marketing Individual Insurance products, participating...
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Financial Representative Trainee
2 days ago
Phoenix, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee (Sales) position offers individuals an opportunity to start their career in the financial services industry through a comprehensive training program. Trainees will develop essential skills in selling Individual Insurance products and...
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