Financial Rep – Upcoming Grad

5 days ago

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

The Financial Representative Trainee program is designed for motivated individuals looking to launch their careers in financial services through comprehensive training. Participants will gain essential skills in selling individual insurance products and building a sustainable financial practice while receiving mentorship. Upon successful completion of the program, trainees will be promoted to Financial Representatives with competitive compensation 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, Financial Representative, Trainee Program, Career Development, Sales Experience, Holistic Financial Advice, Insurance Licenses, Financial Advisor, Self-Motivated

  • Financial Rep – Upcoming Grad

    5 days ago

    Peoria, 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 to start a career in the financial services industry. Trainees participate in a comprehensive program to acquire sales skills and gain expertise in marketing Individual Insurance products while receiving...

  • Financial Rep – Upcoming Grad

    4 days ago

    Peoria, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role offers an exciting entry point for individuals eager to build a career in financial services. This comprehensive program focuses on developing skills in sales, client relations, and holistic financial advising, ensuring trainees are well-prepared to...

  • Financial Rep – Upcoming Grad

    4 days ago

    Peoria, 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 undergo a comprehensive training program designed to equip you with the skills to sell Individual Insurance products and build a successful financial practice. You'll gain direct sales experience through personal networking,...

  • Financial Rep – Upcoming Grad

    4 weeks ago

    Peoria, 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 Rep – Upcoming Grad

    4 weeks ago

    Peoria, 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 Rep – Upcoming Grad

    3 weeks ago

    Peoria, 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...

  • Insurance Sales Representative

    1 week ago

    East Peoria, Illinois, United States Donald Stone - Country Financial Agency Full time

    As a Licensed Insurance Sales Representative at Donald Stone - Country Financial Agency, you'll have the opportunity to utilize your local knowledge and contacts while receiving invaluable support and feedback in our collaborative work environment. With a competitive commission structure, reps can make additional commissions for new policies sold.Job...

  • Member Debt Representative

    1 month ago

    Peoria, United States Apex Systems Full time

    Client: USAAPosition: Member Debt RepLocation: Phoenix, AZContract Length: Contract to HirePay Rate: $20/hr JOB DESCRIPTION:Responsible for understanding the members’ needs and delivering personalized solutions and education that will improve their overall financial security. In addition, this role protects the financial interests of USAA by communicating...

  • Installment Loan Collection Rep

    1 day ago

    Peoria, United States CEFCU Full time

    Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are...

  • Seasonal Tax Preparer

    2 months ago

    Peoria, United States Axberg Wealth Management Full time

    Job DescriptionJob DescriptionSeasonal Tax Preparer - CPA Firm (Sun City West)We are a well-established CPA firm in Sun City West seeking a Seasonal Tax Preparer to join our team for the upcoming tax season. This position is ideal for experienced tax professionals looking for a flexible yet rewarding opportunity during the busy tax season.Firm OverviewOur...

  • Finance Manager

    4 days ago

    Peoria, United States GXO Logistics Full time

    Finance Manager - Goodyear, AZ at GXO Logistics summary: As a Finance Manager at GXO, you will lead financial operations for a dynamic warehouse supporting a global online retail brand. Your role includes preparing budgets, forecasts, and financial reports while partnering with operations to ensure financial targets are met. With a focus on creating a...

  • Support Specialist

    2 days ago

    Peoria, United States CEFCU Full time

    Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are...

  • RN Home Care

    1 month ago

    Peoria, United States OSF HealthCare Full time $33 - $40

    Overview:Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.We are thrilled to offer a unique opportunity that not only provides a competitive salary, but also includes a generous Sign On Bonus. This bonus can be a valuable asset, especially when it comes to managing expenses such as childcare,...

  • Sr Branch Office Administrator

    1 month ago

    Peoria, 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...

  • Sr Branch Office Administrator

    6 days ago

    Peoria, 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...

  • Family Practice

    1 day ago

    Peoria, United States Arlington HealthCare Full time

    Job ID: 11352Practice DetailsSeeking a BE/BC Family Medicine or Internal Medicine physician to join our Senior Health team Full-time and part-time positions availableFellowship training in Geriatric Medicine not required; Family Medicine or Internal Medicine candidates with a strong interest/experience in Geriatrics are welcome to applyJoin an experienced...

  • Gastroenterology Physician

    4 weeks ago

    Peoria, United States Banner Health Full time

    $50K Sign On Bonus, $100k Loan Repayment, Fellow Stipend of $1500/month + EXCELLENT EARNING POTENTIAL!TRUST YOUR GUT INSTINCTS - GI OPPORTUNITIES IN THE WEST VALLEYBanner Health, one of the country's premier, non-profit health care organizations has an outstanding employed opportunity for a BC/BE Gastroenterologist. Banner is recognized for its leadership,...

  • Social Worker LSW

    2 days ago

    West Peoria, United States Carle Health Full time

    Overview LSW License - $2,500 sign on bonus with 1 or more years of experience. - External Applicants Only LSW License - $1,000 sign on bonus with no experience (New grad) - External Applicants Only. This position will be a part of the City of Peoria Social Services Unit (SSU). SSU personnel are tasked with assisting those who come into contact with, or...

  • Gastroenterology Physician

    2 months ago

    Peoria, AZ, United States Banner Health Full time

    $50K Sign On Bonus, $100k Loan Repayment, Fellow Stipend of $1500/month + EXCELLENT EARNING POTENTIAL!TRUST YOUR GUT INSTINCTS - GI OPPORTUNITIES IN THE WEST VALLEYBanner Health, one of the country's premier, non-profit health care organizations has an outstanding employed opportunity for a BC/BE Gastroenterologist. Banner is recognized for its leadership,...