Financial Representative Trainee

1 week ago

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

Join Mutual of Omaha, a leading insurance company, 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 to transition you into an independent Financial Advisor
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match
  • Up to 15 days of vacation per year for regular associates working 40 hours a week
  • 11 paid holidays in 2024, including 2 floating holidays
What You'll Do
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings
  • Demonstrate appropriate skills and 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
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 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
  • 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

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