Financial Representative Trainee Position

3 weeks ago


Springfield, Missouri, United States Mutual of Omaha Full time

Role Overview

Mutual of Omaha is seeking a Financial Representative Trainee to develop skills in selling Individual Insurance products.

The role offers a comprehensive training program, designed to equip you with the necessary skills and competencies to excel in financial sales.

Key Responsibilities:

  • To develop skills required to provide holistic financial advice to clients.
  • To demonstrate appropriate skills and pass a sales process competency test.
  • To oversee completion of content, proposals and paperwork flow throughout the field and Home Office.

Requirements:

  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Ability to travel up to 50% of work period.

Benefits:

  • $16/hour starting wage for up to 30 days.
  • Promotion to Financial Representative with $36,000 annual base salary after successful completion of licensing and onboarding requirements.
  • 11 paid holidays in the year, including 2 floating holidays.


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