Financial Representative Trainee

6 days ago

Coffeyville, United States Mutual of Omaha Full time

Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico

Location: Puerto Rico
Work Type: Full Time Regular
Job No: 503248
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 and maintain a valid driver’s license in order 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.






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) - Omaha, NE


Nebraska
| 503247




Financial Representative Trainee (Sales)-- Tampa, FL


Florida
| 503422




Advisor Network Sales Recruiter - Remote


Remote
| 503527

  • Financial Representative Trainee

    18 hours ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 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...

  • Financial Representative Trainee

    4 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    1 month ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    4 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    1 week ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    1 week ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    6 days ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    4 days ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    3 days ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    6 days ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Representative Trainee

    5 days ago

    Coffeyville, Kansas, United States Mutual of Omaha Full time

    Compelling OpportunityWe are seeking a driven Financial Representative Trainee to join our team in Guaynabo, Puerto Rico. This role offers a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.About the RoleAs a Financial Representative Trainee, you will participate...

  • Financial Representative Development Specialist

    21 hours ago

    Coffeyville, Kansas, United States Mutual of Omaha Full time

    Looking to advance your career in financial services? We have an exciting opportunity for a Financial Representative Trainee at Mutual of Omaha.About the RoleThis is a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. As a Financial Representative Trainee, you...

  • Career Opportunities for Financial Representatives

    12 hours ago

    Coffeyville, Kansas, United States Mutual of Omaha Full time

    About the RoleWe are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees in various locations, including Puerto Rico.

  • Financial Representative Trainee

    3 weeks ago

    Coffeyville, KS, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Coffeyville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Location: Puerto Rico Work Type: Full Time Regular Job No: 503248 Categories: Sales, Early Career Programs, Financial Representative Trainee Application...