Financial Rep

3 days ago

Sun City, 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 Filled

SHARE

 

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

WHAT WE CAN OFFER YOU:

  • Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • 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 2024, 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 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • 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 demonstrate appropriate skills and pass a sales process competency test.
  • You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You’ll cultivate and sustain strong relationships with internal business partners. 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:

  • Ability to successfully achieve criteria of Trainee Program.
  • Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
  • 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.

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”.

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.

Related Job Openings

Virginia | 503368

Florida | 503421

Iowa | 503425

Financial Rep – Upcoming Grad at Mutual of Omaha summary:

As a Financial Representative Trainee in Phoenix, AZ, you will participate in a comprehensive training program to develop skills for selling Individual Insurance products. This role involves direct sales experience, cultivating client relationships, and ensuring a seamless application process. Upon successful completion of the program, you will transition to an independent Financial Advisor with promotional opportunities and a competitive salary.

Keywords:

financial representative, insurance sales, financial advisor, sales training, insurance products, client relationships, career development, financial services, trainee program, Phoenix AZ

  • Patient Service Rep

    1 day ago

    Oklahoma City, United States Mercy Full time

    The Patient Service Representative will facilitate all components of the patients' entrance in to any Mercy facility. This may include scheduling, registration, benefit verification, pre-certification and financial clearance including pre-visit collection. The Patient Service Representative will be responsible for ensuring that the most accurate patient data...

  • Patient Service Rep

    1 day ago

    Oklahoma City, United States Mercy Full time

    The Patient Service Representative will facilitate all components of the patients’ entrance in to any Mercy facility. This may include scheduling, registration, benefit verification, pre-certification and financial clearance including pre-visit collection. The Patient Service Representative will be responsible for ensuring that the most accurate patient...

  • Patient Service Rep

    1 day ago

    Oklahoma City, United States Mercy Full time

    Job DescriptionThe Patient Service Representative will facilitate all components of the patients’ entrance in to any Mercy facility. This may include scheduling, registration, benefit verification, pre-certification and financial clearance including pre-visit collection. The Patient Service Representative will be responsible for ensuring that the most...

  • Patient Registration Rep

    3 months ago

    Haines City, United States Central Florida Health Care Full time

    Title: Patient Registration Representative Reports to: Health Center AdministratorFLSA Status: Non-Exempt Personnel Supervised: None POSITION SUMMARY:The Patient Registration Representative is responsible for providing indirect patient care in the clinic under the direction and supervision of the Health Center Administrator. The Patient Registration Rep is...

  • Sales Representative

    4 weeks ago

    Carson City, Nevada, United States Elevated Financial Benefits Full time

    Job OverviewElevated Financial Benefits is expanding its sales team and seeking a highly motivated Outside Sales Representative to join our organization. This role provides a unique opportunity for rapid income growth and advancement upon proven proficiency with our system.About UsWe are a nationally recognized sales organization headquartered in...

  • Patient Registration Rep

    3 months ago

    Haines City, United States Central Florida Health Care Full time

    Title: Patient Registration Representative Reports to: Health Center Administrator FLSA Status: Non-Exempt Personnel Supervised: None POSITION SUMMARY: The Patient Registration Representative is responsible for providing indirect patient care in the clinic under the direction and supervision of the Health Center Administrator. The Patient Registration Rep...

  • Patient Service Rep

    24 hours ago

    Oklahoma City, OK, United States Mercy Full time

    The Patient Service Representative will facilitate all components of the patients' entrance in to any Mercy facility. This may include scheduling, registration, benefit verification, pre-certification and financial clearance including pre-visit collection. The Patient Service Representative will be responsible for ensuring that the most accurate patient data...

  • Patient Service Rep

    23 hours ago

    Oklahoma City, OK, United States Mercy Full time

    The Patient Service Representative will facilitate all components of the patients' entrance in to any Mercy facility. This may include scheduling, registration, benefit verification, pre-certification and financial clearance including pre-visit collection. The Patient Service Representative will be responsible for ensuring that the most accurate patient data...

  • Access Care Rep ED

    2 weeks ago

    Johnson City, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterDo not wait to apply after reading this description a high application volume is expected for this opportunity.United Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per...

  • Access Care Rep ED

    3 weeks ago

    Johnson City, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterUnited Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per week:40Salary range:$17.19 - $24.42 per hour, depending on experience.OverviewThe Access Care Representative...

  • Access Care Rep ED

    2 weeks ago

    Johnson City, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterUnited Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per week:40Salary range:$17.19 - $24.42 per hour, depending on experience.OverviewThe Access Care Representative...

  • Access Care Rep ED

    3 weeks ago

    Johnson City, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterUnited Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per week:40Salary range:$17.19 - $24.42 per hour, depending on experience.OverviewThe Access Care Representative...

  • Access Care Rep ED

    3 weeks ago

    Johnson City, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterUnited Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per week:40Salary range:$17.19 - $24.42 per hour, depending on experience.OverviewThe Access Care Representative...

  • Patient Access Services Rep II

    4 weeks ago

    Plant City, United States BayCare Health System Full time

    **Join the team that is revolutionizing health care BayCare Health System** **Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy thats built on a foundation of...

  • Financial Rep – Upcoming Grad

    1 week ago

    Commerce City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Commerce City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Commerce City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    League City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Houston, TX Location: Texas Work Type: Full Time Regular Job No: 503429 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Business Development Representative

    3 weeks ago

    Carson City, Nevada, United States Elevated Financial Benefits Full time

    Job DescriptionElevated Financial Benefits is expanding its sales team, and we are seeking a highly motivated Outside Sales Representative to join our organization. This role provides an excellent opportunity for rapid income growth and advancement upon proven proficiency with our system.About UsWe are a nationally recognized sales organization headquartered...

  • Access Care Rep ED

    2 weeks ago

    Johnson City, NY, United States United Health Services Full time

    Access Care Rep ED, UHS Wilson Medical CenterUnited Health Services is seeking a Access Care Rep ED to join our WMC Access Care department at UHS Wilson Medical Center in Johnson City, NY. This position is benefits eligible.ShiftRotationalHours per week:40Salary range:$17.19 - $24.42 per hour, depending on experience.OverviewThe Access Care Representative...