Financial Services Representative

1 week ago


Coral Gables, Florida, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products.

Program Overview

Our Financial Representative Trainee program is a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will have the opportunity to develop a deep understanding of our products and services, as well as the skills required to provide holistic financial advice to clients.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and goals
  • Provide personalized financial advice and recommendations to clients
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
  • Ensure a seamless application and underwriting process
Requirements

To be successful in this role, you will need to possess:

  • A strong understanding of the Insurance/Financial Services industry, products, and marketing practices
  • Excellent communication and interpersonal skills
  • Ability to travel up to 50% of the work period and maintain a valid driver's license
  • Knowledge of the CRD/FINRA background check process and ability to pass
What We Offer

We offer a comprehensive training program, competitive compensation, and opportunities for career advancement. As a Financial Representative Trainee, you will have the chance to develop a rewarding career in the Insurance industry and make a meaningful impact on the lives of our clients.



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