Career Opportunity: Financial Advisor Trainee

1 week ago


Sanford, Maine, United States Mutual of Omaha Full time

We are seeking a highly motivated and self-driven individual to join our team as a Financial Representative Trainee. As a member of our organization, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

Salary: $16/hour (up to 30 days) with opportunities for advancement to a Financial Representative role, offering a base salary of $36,000 annually plus monthly sales incentives.

Job Description:

The Role: You will participate in a structured curriculum, combining self-study and hands-on-experience projects to develop your skills in providing holistic financial advice to clients. Your responsibilities will include actively contributing to classroom discussions, participating in goal setting sessions, and progress evaluation meetings.

Required Skills and Qualifications:

  • Able to successfully achieve the criteria of the Trainee Program
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job, maximum of 2 attempts at Life and Health exam
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings

Benefits:

  • Hourly wage of $16 for up to 30 days
  • Promotion to a Financial Representative role with a base salary of $36,000 annually plus monthly sales incentives
  • An education-based Accelerator Program designed to transition you into an independent Financial Advisor
  • 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
  • Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion

Culture and Inclusion: We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that we do. If you share our values and are passionate about innovation, we encourage you to apply.



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