Financial Services Representative

3 days ago


Aurora, Colorado, United States Mutual of Omaha Full time
Financial Representative Trainee

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

Key Responsibilities:
  • Develop the skills required to provide holistic financial advice to clients.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.
  • Ensure a seamless application and underwriting process.
Requirements:
  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.
What We Offer:
  • Comprehensive training program.
  • Opportunity to develop skills in selling Individual Insurance products.
  • Chance to work with a diverse community of co-workers.


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