Career Advancement Opportunity in Financial Services

1 week ago


Larkspur, Colorado, United States Mutual of Omaha Full time
Company Overview
At Mutual of Omaha, we're dedicated to helping individuals and families achieve financial security through our comprehensive insurance products. Our mission is to provide exceptional service and support to our customers, while fostering a culture of innovation and growth within our organization.

Estimated Salary: $36,000 per year (plus unlimited monthly sales incentives)

Job Description:
As a Financial Representative Trainee, you'll embark on a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.

Sales Experience:
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.

Product Knowledge:
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Required Skills and Qualifications:
To succeed in this role, you'll need to be highly self-motivated and results-oriented, working both independently and as part of a team. You'll also need to possess excellent communication and interpersonal skills, as well as the ability to travel up to 50% of the time. A valid U.S. driver's license and access to reliable transportation are also required.

Benefits:
We offer a comprehensive benefits package, including health, dental, and vision coverage, as well as a 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, plus 11 paid holidays in 2025. We also provide sick leave through the use of personal time.
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