Financial Representative Trainee
2 days ago
We're seeking a Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
Company Overview
Mutual of Omaha is a dynamic organization committed to providing top-notch insurance solutions. Our culture values diversity, inclusion, and innovation, making us an exciting place to work.
Estimated Salary: $51,200 per year (based on $36,000 annual base plus unlimited monthly sales incentive)
Job Description
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Required Skills and Qualifications
- Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
- Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
- Be highly self-motivated and results-oriented, working both independently and as part of a team.
- Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
- Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Benefits
- $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
- An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
- Benefits and Perks, 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 2025, which includes 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.
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