Financial Rep – Upcoming Grad

1 week ago

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

The Financial Representative Trainee position is designed for driven individuals eager to start a career in the financial services industry. The role involves comprehensive training in selling Individual Insurance products and building a sustainable financial practice with mentorship and hands-on projects. This position offers a structured pathway to becoming an independent Financial Advisor, complete with competitive wages and benefits during and after the trainee period.

Financial Representative Trainee (Sales)--Columbia, SC

Location: South Carolina
Work Type: Full Time Regular
Job No: 503418
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) - Denver, CO

Colorado | 503415

Financial Representative Trainee (Sales) - Austin, TX

Texas | 503426

Financial Representative Trainee (Sales) - Omaha, NE

Nebraska | 503247


Keywords:

Financial Representative, Insurance sales, Career training, Financial services, Sales incentives, Holistic financial advice, Prospecting skills, Self-motivated, Mentorship, Diversity and inclusion

  • Financial Rep – Upcoming Grad

    1 week ago

    Lexington, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will join an Accelerator Program designed to equip you with the skills to succeed in selling Individual Insurance products. Through a mix of self-study, mentorship, and personal development, you will learn to build a sustainable financial practice while...

  • Financial Services Career with a Purpose

    3 days ago

    Lexington, Virginia, United States Edward Jones Full time

    OverviewIn pursuit of delivering exceptional client experiences, we're seeking a skilled Branch Office Administrator. This role is a cornerstone in building and maintaining meaningful relationships with clients, ensuring their financial goals are met. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, our firm offers a...

  • Financial Services Representative

    2 weeks ago

    Lexington, Virginia, United States Edward Jones Full time

    At Edward Jones, we value your contributions and recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. This position requires the ability to deepen and broaden client relationships, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven...

  • New grad RN, 2F, Short stay, Telemetry

    2 months ago

    Lexington, United States Baptist Healthcare System, Inc. Full time

    Job Description: NEW RN GRAD: Registered Nurse: 2F Short Stay, tele unit | $30,000 Sign on Bonus available for qualified candidates. Unit Description: 2F is a 19 bed Observation telemetry unit specializes in short stay and fast turnaround of surgery, cardiac, urology and gastric patients with a focus on ERAS protocols. This unit serves our Bariatric...

  • New grad RN, 2F, Short stay, Telemetry

    2 months ago

    Lexington, United States Baptist Health Full time

    Job Description: NEW RN GRAD: Registered Nurse: 2F Short Stay, tele unit | $30,000 Sign on Bonus available for qualified candidates. Unit Description: 2F is a 19 bed Observation telemetry unit specializes in short stay and fast turnaround of surgery, cardiac, urology and gastric patients with a focus on ERAS protocols. This unit serves our Bariatric Center...

  • New grad RN, 2F, Short stay, Telemetry

    2 months ago

    Lexington, United States Baptist Health Full time

    Job Description:NEW RN GRAD:Registered Nurse: 2F Short Stay, tele unit | $30,000 Sign on Bonus available for qualified candidates.Unit Description: 2F is a 19 bed Observation telemetry unit specializes in short stay and fast turnaround of surgery, cardiac, urology and gastric patients with a focus on ERAS protocols. This unit serves our Bariatric Center of...

  • Consumer Loan Sales Specialist

    7 months ago

    Lexington, KY, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.  In the RoleDeliver results related to individual and...

  • Senior Occupational Therapist Opportunity in Holly Grove, North Carolina

    2 weeks ago

    Lexington, North Carolina, United States Soliant Full time

    Job SummarySoliant has partnered with a school system in the Holly Grove area to recruit an experienced Occupational Therapist for the upcoming school year.Position OverviewFull-time opportunity availableJob DescriptionThis is a full-time occupational therapist position offering weekly pay and guaranteed hours. The ideal candidate will have a strong...

  • Consultative 'Outside Sales' Career

    2 months ago

    Lexington, United States TAG Full time

    Job DescriptionJob DescriptionThe Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative Health and Life Insurance Rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and integrity, and who enjoys the idea of a career that centers around helping people.Although experienced...

  • Sales Intern

    7 days ago

    Lexington, United States Lexmark International Inc Full time

    The Lexmark Channel Telesales Intern is an Entry-level business development and territory sales support role to develop and maintain account relationships with select dealers across North America. This will include assisting in the managing, planning and executing of sales activities, training events, and marketing opportunities with the dealer accounts with...

  • Senior Account Executive

    1 month ago

    lexington, United States Aspire Partners USA Full time

    Aspire Partners seeks current or former Business Professionals, Executives, B2B Sales reps, Finance executives, CFOs, COOs, and Controllers. FREE TO JOIN!Become an Aspire Partners Business Consultant and utilize your professional experience.You can be part of the solution needed TODAY. Help businesses across America create efficiencies and much-needed...

  • New Grad RN, Shortstay Unit

    2 months ago

    Lexington, United States Baptist Health Full time

    Job Description: Registered Nurse: 2F Short Stay, tele unit | $30,000 Sign on Bonus available for qualified candidates Unit Description: 2F is a 19 bed Observation telemetry unit specializes in short stay and fast turnaround of surgery, cardiac, urology and gastric patients with a focus on ERAS protocols. This unit serves our Bariatric Center of Excellence...

  • Respiratory Care Specialist

    3 months ago

    Lexington, United States AdaptHealth LLC Full time

    AdaptHealth Opportunity - Apply Today!At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients' lives, please click to apply,...

  • Respiratory Care Specialist

    5 months ago

    Lexington, United States AdaptHealth LLC Full time

    AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients' lives, please click to apply,...

  • RN New Grad, 3F, Stoke/Neuro unit/Telemetry

    3 months ago

    Lexington, United States Baptist Health Full time

    Job Description: Registered Nurse: 3F Stroke/Neuro, tele unit | $30,000 Sign on Bonus available for qualified candidates Unit Description: 3F is a 24- bed Telemetry unit. This unit supports our comprehensive stroke program. Specializing in the care of Neurology, Neurosurgery, TIA, and CVA. This unit also serves as an overflow for orthopedic patients. The...

  • Branch Office Administrator

    2 months ago

    Lexington, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    3 weeks ago

    Lexington, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    1 month ago

    Lexington, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • NEW RN GRAD, 3GH, Post-surgical, Ortho, Med-surge

    2 months ago

    Lexington, United States Baptist Healthcare System, Inc. Full time

    Job Description: Registered Nurse | $30,000 Sign-On Bonus for qualifying candidates Unit Overview: 3 GH is a 37 bed post operative surgical unit focusing on care of the orthopedic, neuro/spine patient population. This includes but is not exclusive to elective hip and knee replacements, fractures, shoulder repairs and replacement, foot, ankle and hand...

  • Registered Nurse Cardiovascular Operating Room

    7 days ago

    Lexington, United States SimplyApply Full time

    Job Description:The Registered Nurse (RN) is a professional caregiver who assumes responsibility and accountability for assessing, planning, implementing and evaluating care of patients. The staff RN utilizes the nursing process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team members....