Financial Representative Trainee Specialist
3 weeks ago
Job Overview
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will be responsible for developing the skills required to provide holistic financial advice to clients.
About the Role
This is an excellent opportunity to start your career in the financial services industry with a reputable company like Mutual of Omaha. You will have the chance to gain valuable experience in sales, marketing, and client relationship management.
Key Responsibilities
- Participate in a comprehensive training program to develop the skills required to provide financial advice to clients.
- Contribute to classroom discussions and participate in goal setting sessions and progress evaluation meetings.
- Demonstrate appropriate skills and pass a sales process competency test.
- Gain direct sales experience in marketing individual insurance products to clients.
- Cultivate and sustain strong relationships with internal business partners.
- Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits.
- Oversight of content, proposals, and paperwork flow throughout the field and Home Office.
Requirements
- Able to successfully achieve criteria of Trainee Program.
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job.
- Must pass the CRD/FINRA background check at hire and ongoing.
- Highly self-motivated and results-oriented with ability to work independently and as part of a team.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
What We Offer
- An hourly wage of $16/hour for up to 30 days.
- Promotion to a Financial Representative with a base salary of $36,000 per year plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to transition you into an independent Financial Advisor.
- Benefits and Perks include 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 a year, including 2 floating holidays that can be used at discretion.
Estimated Salary: $45,600 per year (based on base salary and assuming a 50/50 split between base and incentives)
Why Work With Us?
Mutual of Omaha is a reputable company with a long history of providing quality insurance products and services. Our company culture values diversity, inclusion, and innovation, making it an excellent place to grow your career.
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