Financial Advisor Trainee

3 days ago

Peoria, Arizona, United States Mutual of Omaha Full time

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. This is an exceptional opportunity for individuals who are passionate about building successful careers in the insurance industry.

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

What We Can Offer You

We offer a competitive starting wage of $16/hour for up to 30 days, with the potential to earn a promotion to a Financial Representative with a $36,000 annual base salary plus monthly sales incentive opportunities after completing licensing and onboarding requirements.

Additionally, we provide an education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Our benefits package includes a 401(k) plan with a 2% company contribution and 6% company match, as well as regular associates working 40 hours a week can earn up to 15 days of vacation each year.

You will also have access to regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. We require applicants to not now, nor at any point in the future, require sponsorship for employment.

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 demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.

You'll cultivate and sustain strong relationships with internal business partners. 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.

Requirements
  • 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.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please consider this opportunity.

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