Financial Services Representative
5 days ago
Financial Representative Trainee
**About the Role**
As a Financial Representative Trainee at Mutual of Omaha, 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 structured curriculum.
**Key Responsibilities**
* Develop the skills required to provide holistic financial advice to clients
* Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
* Ensure a seamless application and underwriting process
**Requirements**
* Ability to successfully achieve criteria of Trainee Program
* Must pass the CRD/FINRA background check at hire and ongoing
* Ability to travel up to 50% of the work period and maintain a valid driver's license
**Preferred Qualifications**
* Knowledge of the Insurance/Financial Services industry, products, and marketing practices
* Bachelor's degree or equivalent preferred but not required
**What We Offer**
* Comprehensive training program
* Opportunities for career advancement
* Collaborative and diverse work environment
**How to Apply**
If you are interested in this opportunity, please submit your application through our website. We look forward to reviewing your qualifications.
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