Financial Services Representative

5 days ago


Littleton, Colorado, United States Mutual of Omaha Full time

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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