Financial Services Trainee

2 days ago


Phoenix, Arizona, United States Mutual of Omaha Full time

Company Overview

Mutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their goals. Our team is passionate about delivering exceptional customer experiences and building long-term relationships.

Salary

The estimated annual salary for this role is $36,000, with the potential for additional earnings through sales incentives. As a Financial Representative Trainee, you will have the opportunity to earn up to $16 per hour for the first 30 days, plus a comprehensive benefits package.

Job Description

This dynamic program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. You will participate in a comprehensive training program that includes self-study, hands-on experience projects, and structured curriculum. Your responsibilities will include:

  • Participating in classroom discussions and goal-setting sessions
  • Demonstrating sales process competency and passing relevant exams
  • Gaining direct sales experience in marketing Individual Insurance products to clients
  • Cultivating strong relationships with internal business partners
  • Overseeing completion of content, proposals, and paperwork throughout the field and Home Office

Required Skills and Qualifications

To be successful in this role, you will need to possess the following skills and qualifications:

  • 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)
  • Passing 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 work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation
  • Promoting a culture of diversity and inclusion, valuing different ideas and opinions, and listening courageously

Benefits

We offer a comprehensive benefits package, including:

  • Hourly wage: Trainee starting wage of $16/hour for up to 30 days
  • Promotion to Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
  • Benefits and perks, including 401(k) plan with a 2% company contribution and 6% company match


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