Financial Representative Trainee

1 month ago


Kansas City, Missouri, United States Mutual of Omaha Full time
About the Role

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Springfield, MO. This is an exceptional opportunity for individuals who are passionate about sales and customer service.

Key Responsibilities
  • Participate in a comprehensive training program to develop skills required to provide holistic financial advice to clients.
  • Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain direct sales experience marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.
What We Offer
  • A competitive hourly wage of $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a base salary of $36,000 annually, plus monthly sales incentive opportunities 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, including a 401(k) plan with a 2% company contribution and 6% company match.
  • Up to 15 days of vacation per year.
  • 11 paid holidays in 2024, including 2 floating holidays.
Requirements
  • Ability to successfully achieve criteria of Trainee Program.
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job.
  • 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.


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