Financial Representative Trainee

4 weeks ago

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

At 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 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, including 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
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
What You'll Bring
  • 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
  • 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
  • Ability to travel up to 50% of the work period
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.

  • Financial Representative Trainee

    4 weeks ago

    Carlisle, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Analyst Trainee

    3 weeks ago

    Carlisle, Pennsylvania, United States Carlisle Companies Full time

    Position Overview:At Carlisle Companies, we are seeking a highly motivated and detail-oriented individual to join our Finance team as a Financial Analyst Trainee. This role offers a unique opportunity to develop a strong understanding of capital expenditure analysis and portfolio management.Key Responsibilities:Develop and analyze a capex tool for...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Carlisle, IA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep

    1 week ago

    Carlisle, IA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE - As a Financial Representative Trainee, you will embark on a comprehensive program...

  • Part Time Representative

    4 weeks ago

    Carlisle, United States Pennsylvania State University Full time

    Job Summary:Penn State Dickinson Law's Office of Admissions & Financial Aid seeks 2-3 members of the Dickinson Law Class of 2023 to work as Admissions Representatives from August to mid-November. The selected candidates will represent Dickinson Law at various recruiting events, communicate with prospective candidates, and complete administrative tasks...

  • Part Time Representative

    4 weeks ago

    Carlisle, Pennsylvania, United States Penn State University Full time

    Job Opportunity: Penn State Dickinson Law's Office of Admissions & Financial Aid is seeking 2 to 3 members of the Dickinson Law Class of 2023 to work as Admissions Representatives from August to mid-November. Job Duties: Admissions Representatives will represent Dickinson Law at various recruiting events, including LSAC Forums, law and graduate school fairs,...

  • Life Insurance Sales Representative

    4 weeks ago

    Carlisle, Iowa, United States The Taylor Agency Full time

    Life Insurance Sales Representative OpportunityWe are seeking a motivated and self-driven Life Insurance Sales Representative to join our team at The Taylor Agency. As a Life Insurance Sales Representative, you will work from home and sell simplified issue life insurance to homeowners who are concerned about making their mortgage payments if something...

  • Patient Access Representative

    4 weeks ago

    Carlisle, Pennsylvania, United States UPMC Full time

    Patient Access Representative Job SummaryThis role is responsible for coordinating patient access for all phases of the revenue cycle, from scheduling and registration to referral and denial management.Key Responsibilities:Reconcile and maintain the First Net Emergency Department Tracking Board and Hospital ADT system.Ensure accurate registration into...

  • Customer Service Representative

    4 weeks ago

    Carlisle, United States PNC Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Part-time Teller to join our Retail Branch organization. As a Part-time Teller, you will provide exceptional customer service, accurately perform high-volume customer banking transactions, and develop banking product referral opportunities through strong customer relationship skills.Key...

  • Assistant Branch Manager

    4 weeks ago

    Carlisle, Pennsylvania, United States F&M Trust Full time

    About the RoleF&M Trust is seeking a highly motivated and experienced Assistant Community Office Manager to lead the daily operations of our Carlisle Crossing Community Office. As a key member of our team, you will be responsible for promoting exceptional customer experiences, leading internal sales activities, and ensuring operational standards are...

  • Contact Center Representative

    4 weeks ago

    Carlisle, Pennsylvania, United States Sadler Health Center Co Full time

    Job SummarySadler Health Center Co is seeking a dedicated and detail-oriented Contact Center Agent to join our team at our Carlisle location.We are a Federally Qualified Health Center with offices in Carlisle, PA, Loysville, PA and soon Mechanicsburg, PA.As a Contact Center Agent, you will be part of a unique, team-oriented care model providing comprehensive...

  • Assistant Branch Manager

    3 weeks ago

    Carlisle, Pennsylvania, United States F&M Trust Full time

    About the RoleF&M Trust is seeking a highly skilled Assistant Community Office Manager to lead the daily operations of our Carlisle Crossing Community Office. This individual will be responsible for promoting exceptional customer experiences, leading internal sales activities, and ensuring operational standards are upheld.The ideal candidate will have...

  • Member Service Representative

    3 days ago

    Carlisle, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. To perform advanced platform banking functions with minimal supervision....

  • Member Service Representative

    1 week ago

    Carlisle, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. To perform advanced platform banking functions with minimal supervision....

  • Vice President of Operations

    1 week ago

    Carlisle, United States Infrared Technologies Full time

    Job Title: Vice President of Operations - Power Delivery Job Summary The Vice President of Operations - Power Delivery is a senior executive role responsible for overseeing all operational aspects of power delivery and substation construction projects. This role is critical to ensuring the successful execution of projects, maintaining high standards of...

  • Branch Sales Leader

    3 weeks ago

    Carlisle, Pennsylvania, United States F&M Trust Full time

    About the RoleF&M Trust is seeking a highly skilled Assistant Community Office Manager to lead the daily operations of our Carlisle Crossing Community Office. This individual will be responsible for promoting exceptional customer experiences, leading internal sales activities, and ensuring operational standards are upheld. The ideal candidate will have a...

  • Pharmacy Technician

    4 weeks ago

    Carlisle, Pennsylvania, United States Matrix Providers Full time

    Job OverviewMatrix Providers is seeking a skilled Pharmacy Technician to provide exceptional healthcare services to our Military Service Members and their families in Carlisle Barracks, PA.Key Responsibilities:Perform a full range of pharmacy technician procedures, including filling new outpatient prescriptions, refilling prescriptions, and entering orders...

  • Customer Service Manager

    3 weeks ago

    Carlisle, United States CJ Logistics America Full time

    The Customer Service Manager is responsible for interfacing with the customer to align customer needs and expectations with operational performance across a network of CJ Logistics Centers. The Customer Service Manager will manage customer operations representatives and will spend most of the time working with the Logistics Center operations teams to deliver...

  • Member Service Representative

    1 week ago

    Carlisle, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. To perform advanced platform banking functions with minimal supervision....

  • Retail Manager II

    1 week ago

    Carlisle, United States First Interstate Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourCarlisle, IA branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their...