Senior Financial Advisor Trainee
1 day ago
About This Role
As a Senior Financial Advisor Trainee at Mutual of Omaha, you will embark on an exciting journey to develop your skills and competencies in selling Individual Insurance products. Our comprehensive training program is designed to equip you with the knowledge and expertise necessary to excel in this field.
What We Offer
- A competitive hourly wage of $16/hour for up to 30 days, providing a solid foundation for your career growth
- Promotion to a Financial Representative with a salary of $36,000 annually, plus monthly sales incentives after successful completion of licensing and onboarding requirements
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor
- A comprehensive benefits package, including a 401(k) plan with a 2% company contribution and 6% company match
- Up to 15 days of vacation per year, allowing you to recharge and pursue new opportunities
- 11 paid holidays in 2024, including 2 floating holidays that can be used at your discretion
Key Responsibilities
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- Contribute actively to classroom discussions, goal-setting sessions, and progress evaluation meetings
- Demonstrate appropriate skills and pass a sales process competency test
- Gain invaluable direct sales experience in marketing Individual Insurance products to clients
- Cultivate and sustain strong relationships with internal business partners
Requirements and Qualifications
- 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
- Ability to travel up to 50% of the work period and maintain a valid driver's license
Preferred Qualifications
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices
- Bachelor's degree or equivalent preferred but not required
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