Financial Representative Trainee

6 days ago

Bois D Arc MO, United States Mutual of Omaha Full time

Financial Representative Trainee Job Summary

As a Financial Representative Trainee, 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 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
  • Oversee completion of content, proposals and paperwork flow throughout the field and Home Office

Requirements:

  • Ability to travel up to 50% of the work period
  • Hold and maintain a valid U.S. driver's license
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices
  • Bachelor's degree or equivalent preferred but not required

About Mutual of Omaha

We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

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