Financial Representative Trainee

3 weeks ago


Altoona, Pennsylvania, United States Mutual of Omaha Full time
Join Our Team as a Financial Representative Trainee

We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.

Key Responsibilities:
  • Participate in a comprehensive training program to develop skills and knowledge in financial services and sales
  • Conduct sales calls and meetings with clients to understand their financial needs and provide tailored solutions
  • Develop and maintain strong relationships with internal business partners and external clients
  • Stay up-to-date with industry trends and product offerings to provide expert advice to clients
  • Meet and exceed sales targets through effective sales strategies and techniques
Requirements:
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team
  • Ability to successfully achieve criteria of Trainee Program
  • Must 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
  • Access to reliable transportation in order to attend appointments and meetings
  • Ability to travel up to 50% of the work period and maintain a valid driver's license
What We Offer:
  • Hourly Wage: Trainee starting wage will be $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 successfully transition you into an independent Financial Advisor
  • Benefits and Perks, including 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

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply. For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.



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