Financial Representative Trainee

2 hours ago

Boston, Massachusetts, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Join Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer
  • A competitive hourly wage of $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.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • A culture of diversity and inclusion, where you can promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
What You'll Do
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain invaluable 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, demonstrating expertise in their features and benefits.
  • Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
What You'll Bring
  • Able to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • 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.
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Program...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Program...

  • Financial Representative Trainee

    2 weeks ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance...

  • Financial Representative Trainee Position

    12 hours ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We...

  • Financial Representative Trainee Position

    14 hours ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA...

  • Financial Representative Trainee Position

    14 hours ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We...

  • Financial Representative Trainee Position

    2 days ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA...

  • Financial Representative Trainee Position

    12 hours ago

    Boston, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA...

  • Financial Services Representative

    2 days ago

    Boston, Massachusetts, United States Baystate Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentFinancial Plan...

  • Financial Services Representative

    7 hours ago

    Boston, Massachusetts, United States Moody Street Group Full time

    About The Moody Street GroupThe Moody Street Group, LLC is a general agency of OneAmerica Financial, serving a diverse clientele including individuals, business owners, professionals, and families. Our team assists clients in achieving financial objectives by providing a range of products and services that help create, accumulate, and conserve wealth.Our...

  • Operations Manager Trainee

    4 weeks ago

    Boston, Massachusetts, United States SPIN Boston Full time

    Job OverviewPrerequisitesTo be eligible for the Operations Manager Trainee position, candidates must demonstrate flexibility in relocation as required for this dynamic and growth-focused role within our organization.Position SummaryThe Operations Manager Trainee will collaborate closely with the management team, aspiring to become a key leader within the...

  • Operations Leadership Trainee

    2 weeks ago

    Boston, Massachusetts, United States Biolife Plasma Services Full time

    Job OpportunityAt BioLife Plasma Services, we're committed to creating a diverse workforce and providing equal employment opportunities to all employees and applicants. We're seeking a talented individual to join our team as a Manager Trainee.About the RoleAs a Manager Trainee, you'll participate in a comprehensive training program that will further develop...

  • Rental Sales Management Trainee

    2 days ago

    Boston, Massachusetts, United States Ryder System Full time

    Job SummaryRyder System is seeking a highly motivated and detail-oriented Rental Sales Management Trainee to join our team. As a Rental Sales Management Trainee, you will be responsible for acquiring proven industry knowledge, skills, and resources to develop your relationship-building skills.Key ResponsibilitiesHandling sales and process for inbound calls...

  • Customer Service Representative

    1 week ago

    Boston, Massachusetts, United States Lincoln Financial Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Lincoln Financial Group. As a key member of our Life and Annuity Operations team, you will be responsible for providing exceptional service to our customers, addressing their inquiries and concerns, and ensuring their needs are met.Key...

  • Operations Manager Trainee

    4 weeks ago

    Boston, Massachusetts, United States SPIN Boston Full time

    Job OverviewPrerequisitesTo be eligible for the Operations Manager Trainee position, candidates must demonstrate flexibility and a readiness to relocate as necessary, showcasing their commitment to this vibrant and growth-focused role within our organization.Position SummaryThe Operations Manager Trainee will collaborate closely with the management team,...

  • Virtual Sales Representative

    3 weeks ago

    Boston, Massachusetts, United States The WRS Group - Symmetry Financial Full time

    Job DescriptionWe are seeking highly motivated and self-driven individuals to join our team as Virtual Sales Representatives. As a Virtual Sales Representative, you will be responsible for generating new business opportunities and building relationships with clients to sell life insurance and other financial products.Key Responsibilities:Prospecting and Lead...