Financial Services Trainee

4 days ago


Indian Hills, Colorado, United States Mutual of Omaha Full time

As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program focused on selling Individual Insurance products. This program combines self-study and hands-on experience projects tailored to a structured curriculum, equipping you with the skills to provide holistic financial advice to clients.

What We Offer:

  • A competitive starting wage with opportunities for promotion and monthly sales incentives
  • An education-based Accelerator Program to transition to an independent Financial Advisor
  • Benefits including 401(k) with company contribution and match, vacation days, paid holidays, and sick leave

Responsibilities:

  • Participate in a comprehensive training program to develop skills for providing financial advice to clients
  • Gather direct sales experience in marketing Individual Insurance products to clients
  • Cultivate strong relationships with internal business partners and oversee application and underwriting processes

Requirements:

  • Ability to successfully achieve criteria of the Trainee Program and pass required insurance licensing exams
  • Highly self-motivated with the ability to work independently and as part of a team
  • Access to reliable transportation and ability to travel as needed

PREFERRED: Knowledge of the Insurance/Financial Services industry, products, and marketing practices. A Bachelor's degree or equivalent is preferred.

If you have experience aligned with the listed requirements, we encourage you to apply.



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