Financial Representative Trainee Position

1 month ago

Lake Bluff, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Are you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive 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
  • Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days
  • Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive
  • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
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

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply. For inquiries about your application or the hiring process, please email our Talent Acquisition area at .

At Mutual of Omaha, we're committed to creating an inclusive culture where our employees can thrive. We believe that diversity and inclusion are essential to our success, and we're dedicated to fostering a workplace where everyone feels valued and respected.

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