Financial Representative Trainee
4 days ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to promote our Individual Insurance products to clients.
Key Responsibilities:- Participate in a comprehensive training program to develop the skills required to provide holistic financial advice to clients
- Contribute to classroom discussion, 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
- Ability to successfully achieve criteria of Trainee Program
- Must 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
- Access to reliable transportation in order to attend appointments and meetings
- Ability to travel up to 50% of the work period and maintain a valid driver's license
- Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor
- Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match
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 careers@mutualofomaha.com.
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