Financial Representative Trainee

2 hours ago


St Petersburg, Florida, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Are you a motivated and results-driven individual looking to launch your career in the financial services industry? We're seeking a Financial Representative Trainee to join our team and embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

Key Responsibilities:

  • Participate in a comprehensive training program to develop skills in providing 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.

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.

About Us:

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.



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