Professional Financial Services Representative
12 hours ago
Award-winning Mutual of Omaha is seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a key member of our sales force, you will embark on an immersive training program designed to equip you with the skills and expertise necessary to excel in selling Individual Insurance products.
About the Role:
As a Financial Representative Trainee, you will participate in a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will actively contribute to classroom discussions, participate in goal setting sessions, and progress evaluation meetings. Your primary objective will be to develop the skills required to provide holistic financial advice to clients, cultivate strong relationships with internal business partners, and acquire in-depth knowledge of our product offerings.
Key Responsibilities:
• Develop and demonstrate appropriate skills to 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
• Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits
Requirements:
• Ability to successfully achieve criteria of Trainee Program
• Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job (max of 2 attempts at Life and Health exam)
• Highly self-motivated and results-oriented individual with ability to work independently and as part of a team
• Ability to travel up to 50% of the work period and maintain a valid driver's license to attend appointments and meetings
Benefits:
• Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days
• Promotion to a Financial Representative with a salary range of $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
About Us:
Mutual of Omaha is committed to creating an inclusive culture where your strengths and differences are valued and celebrated by a diverse community of co-workers.
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