Financial Services Representative Trainee

2 days ago

TX United States Mutual of Omaha Full time
Financial Representative Trainee

As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling individual insurance products. This dynamic program includes a combination of self-study and hands-on experience projects, all tailored to a structured curriculum.

What We Offer
  • A competitive trainee starting 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 transition you into an independent Financial Advisor
  • A 401(k) plan with a 2% company contribution and 6% company match
  • Up to 15 days of vacation each year
  • 11 paid holidays in 2024, including 2 floating holidays
  • A commitment to diversity and inclusion, with a focus on creating a welcoming and inclusive work environment
What You'll Do
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Demonstrate appropriate skills and pass a sales process competency test
  • Gain direct sales experience in marketing individual insurance products to clients
  • Cultivate and sustain relationships with internal business partners
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
What We're Looking For
  • Ability to successfully achieve criteria of Trainee Program
  • Must pass and apply for appropriate insurance licenses within 14 days of entry
  • Highly self-motivated and results-oriented
  • Access to reliable transportation and 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.

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