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Financial Representative Trainee

1 month ago

Glen Allen, Virginia, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

At Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.


**What You'll Do:**

  • Participate in a structured curriculum that combines self-study and hands-on-experience projects to develop your skills and knowledge.
  • Demonstrate your ability to provide holistic financial advice to clients and pass a sales process competency test.
  • Gain direct sales experience in marketing Individual Insurance products to clients and cultivate strong relationships with internal business partners.
  • Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

**What We Offer:**

  • A competitive hourly wage of $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, including 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.
  • Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • A commitment to diversity and inclusion, valuing different ideas and opinions, and listening courageously, remaining curious in all that you do.

**What You'll Bring:**

  • The ability to successfully achieve the criteria of the Trainee Program.
  • The ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
  • A highly self-motivated and results-oriented individual with the ability to work independently and as part of a team.
  • The ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings.

**Preferred Qualifications:**

  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • A Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.


After applying, for inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.