Financial Representative Trainee Position

5 days ago


Richmond Heights, Virginia, United States Mutual of Omaha Full time
Financial Representative Trainee Role Overview

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 supporting our sales team and developing the skills necessary to excel in the insurance industry.


Key Responsibilities:
  • Participate in a comprehensive training program to develop skills in selling Individual Insurance products.
  • Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings.
  • Demonstrate sales process competency and pass a sales process competency test.
  • Gain direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.

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.
  • 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.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.

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

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


After applying, for inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.


A Great Place to Work

Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are — built by the strength and integrity of our employees. It's why we're named a 'Great Place to Work'.


An Inclusive Culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.




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