Financial Services Advisor Trainee

4 days ago

Clive, Iowa, United States Mutual of Omaha Full time
Role Overview

We are seeking a highly motivated individual to join our team as a Financial Representative Trainee. This role offers an opportunity to develop skills in financial services, sales, and customer relationship building.

About the Job

This comprehensive program is designed to equip you with the knowledge and competencies necessary to excel in selling Individual Insurance products. You will participate in a structured curriculum, which includes a combination of self-study and hands-on-experience projects.

Key Responsibilities:
  • Promote and sell Individual Insurance products to clients
  • Develop strong relationships with internal business partners
  • Cultivate an in-depth understanding of product offerings and features
Requirements:
  • Ability to successfully achieve criteria of Trainee Program
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team
Benefits:
  • Hourly Wage: $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

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