Financial Representative Trainee

11 hours ago


Oak Park, Illinois, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

We 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 comprehensive training program to develop skills and knowledge in insurance sales and financial services.
  • Develop and maintain strong relationships with internal business partners and clients.
  • Gain valuable direct sales experience in marketing individual insurance products to clients.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and home office.
Requirements:
  • Ability to successfully achieve criteria of trainee program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
What We Offer:
  • Hourly wage: Trainee starting wage will be $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.

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



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