Financial Professional Trainee

1 month ago

Sacramento, California, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

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

What We Offer
  • Competitive hourly wage: $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, 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
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment
What You'll Do
  • 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
What We're Looking For
  • 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
  • You 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

  • Financial Professional Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin our team of dedicated professionals at Mutual of Omaha as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.As a Financial Representative Trainee, you will participate in a...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. 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...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Financial Representative Trainee Role OverviewAs 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. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

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

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team.Key Responsibilities:Participate in a comprehensive training program to develop skills and competencies in selling...

  • Financial Representative Trainee

    4 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe 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...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe 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 drive business growth and revenue.Key Responsibilities:Participate in a...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading insurance company, as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve your career goals. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We Offer:A competitive...

  • Accounting Professional Trainee

    2 months ago

    Sacramento, California, United States State Treasurer's Office Full time

    Job SummaryThe State Treasurer's Office is seeking a highly motivated and detail-oriented Accountant Trainee to join our team in the Accounts Payable Unit. As an Accountant Trainee, you will be responsible for performing professional accounting duties, including auditing and processing complex invoices and grants.Key ResponsibilitiesPerform professional...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe 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 promote our life insurance products to clients.Key...

  • Financial Representative Trainee Position

    3 weeks ago

    Sacramento, California, United States Mutual of Omaha Full time

    Job Title: Financial Representative TraineeAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer experiences and driving business growth.About the Role:We're seeking a highly motivated and results-driven individual to join...

  • Accountant Trainee

    3 weeks ago

    Sacramento, California, United States Department of Health Care Services Full time

    Job Title: Accountant TraineeJob Summary:The Department of Health Care Services is seeking a highly motivated and detail-oriented Accountant Trainee to join our team. As an Accountant Trainee, you will assist in the preparation and maintenance of financial records, reports, and statements. You will also provide support in the analysis and interpretation of...

  • Accountant Trainee

    2 days ago

    Sacramento, California, United States State Treasurer's Office Full time

    Job Description and DutiesThe Accountant Trainee will perform professional accounting duties under the supervision of the Accounting Administrator II, focusing on auditing and processing complex invoices and grants within the Accounts Payable Unit.This Role is Part of Our Public Finance TeamThe selected candidate will work closely with the Accounting...

  • Accountant Trainee

    3 weeks ago

    Sacramento, California, United States Franchise Tax Board Full time

    Job Description and DutiesAs a key member of the Accounts Payable Unit at the Franchise Tax Board, the Accountant Trainee will perform professional accounting work under the close supervision of the Administrator I. The incumbent will be responsible for researching, analyzing, monitoring, establishing, and maintaining accounts and financial records....

  • Accountant Trainee

    2 months ago

    Sacramento, California, United States Department of Water Resources Full time

    Job SummaryThe Department of Water Resources is seeking a highly motivated and detail-oriented Accountant Trainee to join our team. As an Accountant Trainee, you will assist in the management of bond issuance and administration of the State Water Project debt portfolio.Key ResponsibilitiesPerform professional accounting duties related to bond issuance and...

  • Financial Services Professional

    2 weeks ago

    Sacramento, California, United States Spieldenner Financial Group Full time

    Empowering Families, Enhancing CareersAt Spieldenner Financial Group, we're dedicated to providing comprehensive financial protection for mid-market families. Our team of experienced professionals is passionate about helping individuals and families navigate life's uncertainties and achieve their long-term goals.Key Responsibilities:Identify and meet the...

  • Accountant Trainee

    2 weeks ago

    Sacramento, California, United States Employment Development Department Full time

    Job Title: Accountant TraineeJob Summary:The Employment Development Department is seeking a highly motivated and detail-oriented Accountant Trainee to join our team. As an Accountant Trainee, you will assist in the preparation and review of financial statements, perform data entry and reconciliation tasks, and provide support to senior accounting staff.Key...

  • Accountant Trainee

    3 weeks ago

    Sacramento, California, United States Department of Health Care Services Full time

    Job Title: Accountant TraineeJob Summary:The Department of Health Care Services is seeking a highly motivated and detail-oriented Accountant Trainee to join our team. As an Accountant Trainee, you will provide support to the Accounting Administrator I, Supervisor, and assist with a full range of accounting services, including payroll processing, salary...

  • Accounting Trainee

    2 months ago

    Sacramento, California, United States State Controller's Office Full time

    Job SummaryThe State Controller's Office is seeking a highly motivated and detail-oriented Accounting Trainee to join our team. As an Accounting Trainee, you will assist in performing entry-level accounting tasks to gain knowledge of governmental accounting, auditing, and financial reporting.Key ResponsibilitiesAssist in performing analytical duties relative...