Financial Representative Trainee
3 weeks ago
At Mutual of Omaha, we're seeking a talented and driven individual to join our Accelerator Program as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
Key Responsibilities:
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
- Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
- Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Requirements:
- 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.
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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