Financial Representative Trainee: Launch Your Career in Financial Services

4 days ago


Medford, Massachusetts, United States Mutual of Omaha Full time

We are 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.

Company Overview

Mutual of Omaha is committed to providing 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.

Salary

The estimated annual salary for this role is $36,000, plus unlimited monthly sales incentives, making your total compensation potential upwards of $48,000 per year. You will also receive an hourly wage of $16 during the trainee period, which lasts up to 30 days, followed by a $36,000 annual base plus unlimited monthly sales incentive upon completion of the trainee period.

Job Description

You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. This includes actively contributing to classroom discussion, participating in goal setting sessions and progress evaluation meetings, gaining valuable direct sales experience in marketing Individual Insurance products to clients, passing a sales process competency test, cultivating and sustaining prospecting skills, and acquiring an in-depth understanding of our product offerings.

Required Skills and Qualifications

To be successful in this role, you will need to successfully meet all trainee program requirements, obtain the required insurance licenses prior to starting the job, pass the CRD/FINRA background check at hire and ongoing, work both independently and as part of a team, 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.

Benefits

We offer a range of benefits, including an education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor, a 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, and regular associates receive 11 paid holidays in 2025.

Others

This role requires a strong passion for innovation, excellent communication and interpersonal skills, and the ability to promote a culture of diversity and inclusion.



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