Financial Professional Development Specialist

22 hours ago


Glendale, Arizona, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) Role

Location: Phoenix, AZ

Work Type: Full Time Regular

Job No: 503424

Categories: Sales, Early Career Programs, Financial Representative Trainee

Estimated Salary: $36,000 per year plus monthly sales incentive opportunity and benefits package.


About the Job

This dynamic role offers a comprehensive program designed to equip you with the skills necessary to excel in selling Individual Insurance products. The program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.


Key Responsibilities
  • You'll participate in a training program to develop the skills required to provide holistic financial advice to clients.
  • You'll demonstrate appropriate skills and pass a sales process competency test.
  • You'll gain 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.

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.
  • 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.

Benefits
  • Promotion to a Financial Representative after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into 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 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.

About Mutual of Omaha

A great place to work, built by the strength and integrity of our employees, representing a diverse community of co-workers who value different ideas and opinions.



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