Financial Representative Trainee

4 weeks ago


Omaha, Nebraska, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Comprehensive Program

Job Overview: As a Financial Representative Trainee, you will participate in a structured program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a comprehensive curriculum.

Key Responsibilities:

  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • You'll demonstrate appropriate skills and pass a sales process competency test.
  • You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You'll cultivate and sustain strong relationships with internal business partners.

What We Offer:

  • Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits and Perks, 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.

Requirements:

  • Ability to successfully achieve criteria of Trainee Program.
  • 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.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.

About Us:

Mutual of Omaha is a company that values diverse experience, skills, and passion for innovation. We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that we do.



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