Financial Representative Trainee

4 weeks ago

Miami, Florida, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Are you driven to succeed in the financial services industry? Mutual of Omaha is seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel as a Financial Representative.

What You'll Do:

  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

What We Offer:

  • Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive upon completion of the trainee period.
  • $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.

Requirements:

  • 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.

Preferred Qualifications:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

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