Financial Representative Trainee

4 weeks ago


Denver, Colorado, United States Mutual of Omaha Full time

Unlock Your Potential as a Financial Representative Trainee

At Mutual of Omaha, we're seeking driven and self-motivated individuals to join our Accelerator Program, 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.

What We Offer:

  • Comprehensive training and mentorship to develop your skills and knowledge
  • A competitive hourly wage of $16/hour during the trainee period, with the opportunity to earn a $36,000 annual base salary and unlimited monthly sales incentives upon completion
  • A $1000 bonus upon successful completion of the trainee period and promotion to a Financial Representative
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
  • Benefits and perks, including a 401(k) plan with a 2% company contribution and 6% company match

What You'll Do:

  • Participate in a comprehensive program to develop the 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 such as research, targeting, networking, communication and more through use of personal networks, community events, and social media
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits

What You'll Bring:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam
  • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program
  • Be highly self-motivated and results-oriented, working both independently and as part of a team

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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