Financial Services Trainee

4 weeks ago


Marshfield, Wisconsin, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Are you driven to succeed in the financial services industry? We're seeking motivated individuals to join our Career Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable financial practice.

Key Responsibilities:

  • Participate in a comprehensive program to develop skills required to provide 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 use of personal networks, community events, and social media.
  • Acquire in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

What We Offer:

  • Hourly wage of $16/hour during the trainee period, with potential for promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
  • $1000 bonus upon successful completion of trainee period and promotion to a Financial Representative.
  • Education-based Accelerator Program designed to transition you to an independent Financial Advisor.
  • Benefits and Perks, including 401(k) plan with 2% company contribution and 6% company match.

Requirements:

  • Successfully meet all trainee program requirements, gaining skills and knowledge needed to excel.
  • Obtain required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
  • Pass CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.

About Us:

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, we encourage you to apply.



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