Career Opportunities: Financial Representative Trainee
7 days ago
A Comprehensive Career Launching Program
At Mutual of Omaha, we are committed to empowering you with the skills and expertise necessary to succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the knowledge and competencies required to excel in selling Individual Insurance products.
About the Role
As a Financial Representative Trainee, you will embark on a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will participate in classroom discussions, goal setting sessions, and progress evaluation meetings to ensure your success in this role.
Key Responsibilities:
- To develop the skills required to provide holistic financial advice to clients.
- To actively contribute to classroom discussion and participate in goal setting sessions.
- To demonstrate appropriate skills and pass a sales process competency test.
- To gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- To cultivate and sustain strong relationships with internal business partners.
Requirements:
We are seeking highly motivated and results-oriented individuals who possess the ability to work independently and as part of a team. Key qualifications include:
- The ability to successfully achieve criteria of Trainee Program.
- The 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.
- A valid U.S. driver's license and access to reliable transportation to attend appointments and meetings.
Benefits:
Mutual of Omaha offers a competitive salary and benefits package, including:
- An hourly wage of $16/hour for up to 30 days, followed by promotion to a Financial Representative with a base salary of $36,000 plus monthly sales incentive opportunity.
- An education-based Accelerator Program designed to transition you into an independent Financial Advisor.
- A 401(k) plan with a 2% company contribution and 6% company match.
- Up to 15 days of vacation per year, 11 paid holidays, and sick leave through the use of personal time.
Estimated Salary:
$50,400 - $60,000 per annum (depending on location and performance), with opportunities for growth and advancement in the future.
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