Financial Services Career Development Opportunity

4 hours ago


Gaston, South Carolina, United States Mutual of Omaha Full time

We are seeking highly motivated individuals to join our team as a Financial Representative Trainee. This is an excellent opportunity for those looking to start their career in the financial services industry.

Company Overview:

Mutual of Omaha is a leading insurance company that offers a comprehensive training program designed to equip individuals with essential skills to succeed in the financial services industry.

Salary:

The estimated annual salary for this position is $52,000, which includes a base salary of $36,000 plus unlimited monthly sales incentives.

Job Description:

As a Financial Representative Trainee, you will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.

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

You will acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You will 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:

  • 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.
  • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Benefits:

  • An hourly wage of $16/hour during the trainee period, lasting up to 30 days.
  • A $1000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match.


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