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Financial Representative Trainee

1 month ago

Chicago, Illinois, United States Mutual of Omaha Full time
Financial Representative Trainee

Are you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.

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.