Career Opportunities: Financial Representative Trainee

7 days ago


Milwaukee, Wisconsin, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

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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