Financial Representative Trainee
6 days ago
As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills to market individual insurance products and develop a sustainable financial practice. You'll gain valuable sales experience, engage in goal-setting sessions, and acquire the necessary licenses to advance your career in the financial services industry. This role emphasizes self-motivation and the ability to work both independently and collaboratively to achieve business success.
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
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 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 Representative, Insurance Sales, Financial Services, Sales Training, Career Development, Holistic Financial Advice, Client Management, Sales Experience, Insurance Products, Networking
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee in Columbia, SC, participates in a dynamic training program designed to develop skills in providing holistic financial advice and selling Individual Insurance products. This role involves engaging in both self-study and mentorship,...
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position in Columbia, SC offers a dynamic program for individuals looking to establish a career in financial services. Trainees will gain skills in marketing individual insurance products, develop sales competencies, and receive...
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position in Columbia, SC offers an opportunity for individuals eager to start their careers in financial services. Participants will receive comprehensive training to develop skills for selling Individual Insurance products and building...
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Financial Representative Trainee
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: As a Financial Representative Trainee in Columbia, SC, you will engage in a comprehensive training program aimed at developing skills necessary for selling individual insurance products and advising clients on their financial needs. The program combines self-study,...
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position in Columbia, SC is designed for motivated individuals to build a career in the financial services industry. This role involves comprehensive training in sales, specifically in marketing Individual Insurance products, while...
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position is designed for driven individuals eager to pursue a career in the financial services sector. Participants will engage in an extensive program aimed at acquiring the skills to market Individual Insurance products and develop a...
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Columbia, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position in Columbia, SC is designed for self-motivated individuals eager to start a career in financial services. This comprehensive training program equips trainees with essential skills to effectively market Individual Insurance...
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