Financial Representative Trainee

4 days ago


Richmond, Virginia, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) Opportunity

Join a dynamic team at Mutual of Omaha as a Financial Representative Trainee (Sales) and embark on a comprehensive program 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 structured curriculum that includes a combination of self-study and hands-on-experience projects. This program is tailored to help you develop the skills required to provide holistic financial advice to clients.


Key Responsibilities:

  • Participate in a comprehensive program to develop skills required to provide holistic financial advice to clients.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.

Requirements:

  • 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.
  • 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.

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


After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.


Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are — built by the strength and integrity of our employees. It's why we're named a "Great Place to Work".

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