Financial Representative Trainee

3 days ago


Coral Gables, 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? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.

What You'll Do:

  • Participate in a structured program to develop your skills in providing 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 through research, targeting, networking, communication, and more.
  • Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.

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 the trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match.

Requirements:

  • 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.
  • Be highly self-motivated and results-oriented, working both independently and as part of a team.
  • Be able to travel up to 50% of the time and hold a valid U.S. driver's license.

About Us:

We're a leading insurance company dedicated to helping individuals and families achieve their financial goals. Our Accelerator Program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.



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