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Financial Representative Trainee

4 weeks ago

Des Moines, Iowa, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.


Key Responsibilities:
  • Develop and implement comprehensive sales strategies to meet or exceed sales targets.
  • Build and maintain strong relationships with internal business partners and external clients.
  • Stay up-to-date on industry trends, products, and marketing practices to provide expert advice to clients.
  • Collaborate with cross-functional teams to drive business growth and improve customer satisfaction.

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, max 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.

Preferred Qualifications:
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

We're committed to creating an inclusive and diverse work environment where everyone feels valued and empowered to contribute their best work. If you're passionate about delivering exceptional customer experiences and driving business growth, we encourage you to apply for this exciting opportunity.


Apply now and take the first step towards a rewarding career with Mutual of Omaha