Financial Representative Trainee

3 weeks ago

Braintree, United States Mutual of Omaha Full time

Financial Representative Trainee (Sales)--Boston, MA

Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
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) - Des Moines, IA


Iowa
| 503425




Financial Representative Trainee (Sales) - Dallas, TX


Texas
| 503423




Financial Representative Trainee (Sales) - Austin, TX


Texas
| 503426

  • Financial Representative Trainee

    4 weeks ago

    Braintree, Massachusetts, United States Mutual of Omaha Full time

    Are you looking for a dynamic career opportunity in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial...

  • Financial Representative Trainee

    1 month ago

    Braintree, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential in the Financial Services IndustryAre 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.What We OfferHourly Wage: $16/hour during the trainee...

  • Financial Representative Trainee

    4 weeks ago

    Braintree, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're seeking highly motivated and self-driven individuals to join our Accelerator Program, a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic...

  • Financial Representative Trainee

    2 weeks ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    2 months ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    4 weeks ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Services Trainee

    4 weeks ago

    Braintree, Massachusetts, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and self-driven individual to join our Accelerator Program as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic...

  • Financial Rep – Upcoming Grad

    2 months ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    1 month ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    4 weeks ago

    Braintree, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503420Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry?...

  • Sales and Operations Management Trainee

    3 weeks ago

    BRAINTREE, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Sales and Operations Management Trainee

    3 weeks ago

    Braintree, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge technology...

  • Sales and Operations Management Trainee

    4 weeks ago

    BRAINTREE, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Sales and Operations Management Trainee

    4 weeks ago

    BRAINTREE, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Sales and Operations Management Trainee

    4 weeks ago

    BRAINTREE, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Sales and Operations Management Trainee

    1 month ago

    BRAINTREE, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Small Business Employee Benefits Sales Representative

    1 month ago

    Braintree, Massachusetts, United States USI Holdings Corporation Full time

    Job Title: Small Business Employee Benefits Sales RepresentativeUSI Holdings Corporation is seeking a highly motivated and results-driven Small Business Employee Benefits Sales Representative to join our team. As a key member of our sales team, you will be responsible for cultivating new employee benefits sales talent with a long-term career at USI.Key...

  • Sales and Operations Management Trainee

    4 weeks ago

    Braintree, MA, United States Penske Truck Leasing Full time

    Position Summary:Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success.Penske will introduce you to our sales processes, leading-edge technology and...

  • Sales and Operations Management Trainee

    3 weeks ago

    Braintree, MA, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...

  • Sales and Operations Management Trainee

    4 weeks ago

    New Braintree, MA, United States Penske Truck Leasing Full time

    Position Summary: Take charge. Think fast. Move forward. As a Sales and Operations Management Trainee in our fast-paced environment, you will use your hard-earned degree to run a business and quickly solve problems for our customers – who will depend on you to achieve success. Penske will introduce you to our sales processes, leading-edge...