Financial Representative Trainee
4 days ago
As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills needed to succeed in selling Individual Insurance products while building a sustainable financial practice. This role combines self-study, hands-on projects, and mentorship to help you run your own business successfully. You will gain valuable sales experience, build prospecting skills, and obtain necessary licenses to become an independent Financial Advisor.
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”.
See All Awards
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.
Discover Our Culture
Related Job Openings Financial Representative Trainee (Sales) - Springfield, MOMissouri | 503427
Financial Representative Trainee (Sales)--Miami, FLFlorida | 503421
Financial Representative Trainee (Sales)--Boston, MAMassachusetts | 503420
Keywords:
Financial Representative, Insurance Sales, Career Development, Sales Training, Financial Services, Holistic Financial Advice, Client Relationship, Self-Study Program, Sales Incentive, Mentorship
-
Financial Representative Trainee
4 days ago
Glendale, 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 motivated individuals a unique opportunity to enter the financial services industry. This comprehensive training program is designed to equip trainees with the skills needed to sell Individual Insurance...
-
Financial Representative Trainee
4 days ago
Glendale, 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 participate in an immersive program designed to equip you with essential skills in the financial services industry. The role focuses on marketing individual insurance products and developing prospecting skills...
-
Financial Representative Trainee
2 days ago
Glendale, 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 participate in a comprehensive sales training program focused on selling Individual Insurance products. This role involves developing essential skills for providing holistic financial advice, engaging in...
-
Financial Representative Trainee
2 days ago
Glendale, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee program in Phoenix, AZ offers driven individuals an opportunity to jumpstart their careers in the financial services industry. Participants will receive comprehensive training in sales and holistic financial advice, preparing them for a...
-
Glendale, Arizona, United States Mutual of Omaha Full timeWe are seeking a highly motivated and results-oriented individual to join our team as a Financial Representative Trainee. This role offers an exciting opportunity to develop skills and competencies necessary to excel in selling Individual Insurance products.CompensationThe estimated annual salary for this position is $36,000, with a starting hourly wage of...
-
Financial Rep – Upcoming Grad
4 days ago
Glendale, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The position of Financial Representative Trainee involves participating in a comprehensive training program aimed at developing skills necessary for selling Individual Insurance products. Trainees gain direct sales experience and learn to provide holistic financial advice while actively engaging...
-
Financial Rep – Upcoming Grad
4 days ago
Glendale, 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 to develop essential skills in selling Individual Insurance products and providing holistic financial advice. This role is designed for motivated individuals eager to jumpstart their careers...
-
Financial Rep – Upcoming Grad
4 days ago
Glendale, 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 develop your skills in selling individual insurance products. This role offers hands-on training and mentorship to help you build a sustainable financial practice while earning...
-
Financial Rep – Upcoming Grad
4 weeks ago
Glendale, United States Mutual of Omaha Full timeFinancial 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 Professional Development Specialist
4 weeks ago
Glendale, Arizona, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) RoleLocation: Phoenix, AZWork Type: Full Time RegularJob No: 503424Categories: Sales, Early Career Programs, Financial Representative TraineeEstimated Salary: $36,000 per year plus monthly sales incentive opportunity and benefits package.About the JobThis dynamic role offers a comprehensive program designed to equip...
-
Glendale, United States Sedgwick Claims Management Services Full timeTo be oriented and trained as new industry professional with the ability to analyze workers compensation, general liability or disability claims and determine benefits due. ESSENTIAL FUNCTIONS and RESPONSIBILITIES - Attendance and completion of desig Workers Compensation, Claims Representative, Claims, Worker, Compensation, Trainee, Retail, Insurance
-
Financial Services Representative
6 days ago
Glendale, Arizona, United States Credit Union West Full timeJob OverviewCredit Union West is a top-ranked company to work for in Arizona, recognized by BestCompaniesAZ. We are seeking an experienced Financial Services Representative to join our team.The ideal candidate will have 3-5 years of lending experience in a financial institution, with the ability to communicate effectively and provide sound financial advice...
-
Financial Services Representative
2 weeks ago
Glendale, California, United States Nari Abramyan - State Farm Agent Full timePosition OverviewAt Nari Abramyan - State Farm Agent, we are seeking a motivated professional to join our team as an Insurance and Financial Services Position. This role involves building relationships within the community to promote State Farm products, including auto, home, and life insurance.The successful candidate will work closely with our agent to...
-
Glendale, United States Sedgwick Full timeTaking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportunity to do something meaningful, each and every day. It's having support for your...
-
Financial Services Representative
2 weeks ago
Glendale, California, United States California Credit Union Full time**Job Summary:**We are seeking a highly motivated Financial Services Representative to join our team at California Credit Union. In this role, you will be responsible for delivering exceptional service to our members by addressing their account inquiries and providing expert guidance on our products and services.The ideal candidate will have excellent...
-
Senior Branch Network Management Trainee
3 weeks ago
Glendale, Arizona, United States Wells Fargo Bank Full timeJob OverviewWe are seeking a highly skilled Senior Branch Network Management Trainee to join our National Branch Network team at Wells Fargo. This is an exciting opportunity for individuals who want to develop their leadership skills and take on a challenging role.About the JobThe Senior Branch Network Management Trainee will be responsible for leading,...
-
Life Insurance Sales Representative
1 week ago
Glendale, Arizona, United States EA Agency Symmetry Financial Group Full timeAbout UsThe EA Agency is committed to empowering individuals to build successful careers in financial services. With a focus on leadership development and cutting-edge technology, we provide our agents with the tools necessary to succeed.SalaryOur agents have the potential to earn $50,000+ in the first year as part-time representatives and $100,000+ as...
-
Motor Vehicle Customer Service Representative
5 months ago
Glendale, United States Pls Financial Services, Inc. Full timeOverview: PLS: People. Location. Service PLSwhich stands for People Location Serviceis a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and services to...
-
Member Service Representative
6 days ago
Glendale, Arizona, United States Credit Union West Full timeAbout the OpportunityWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Credit Union West.This is a full-time position that requires working shifts between Monday and Saturday, 8am to 6pm. The ideal candidate will have a minimum of 0-1 year of customer service experience, preferably in a financial...
-
Insurance and Financial Products Consultant
5 days ago
Glendale, Arizona, United States Brenda Espinoza - State Farm Agent Full timeJob ResponsibilitiesThis role involves using a customer-focused, needs-based review process to educate customers about insurance options. The team member will work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will...