Financial Representative Trainee

6 days ago


Scottsdale, Arizona, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join Mutual of Omaha's comprehensive training program and embark on a rewarding career in financial services. As a Financial Representative Trainee, you will develop the skills and knowledge necessary to provide holistic financial advice to clients and succeed in the insurance industry.

What You'll Do:
  • Participate in a structured training program to develop your skills and competencies
  • Contribute to classroom discussions and goal-setting sessions
  • Demonstrate sales process competency and gain direct sales experience
  • Cultivate strong relationships with internal business partners and acquire in-depth knowledge of our product offerings
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
What We Offer:
  • Comprehensive training program with a structured curriculum
  • Opportunity to develop skills and competencies necessary for success in the insurance industry
  • Hourly wage with potential for promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity
  • Benefits and perks, including a 401(k) plan with a 2% company contribution and 6% company match
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year
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
  • Access to reliable transportation and ability to travel up to 50% of the work period

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



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