Financial Representative Trainee Position
12 hours ago
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.
What You'll Do:- Participate in a comprehensive training program to develop your skills and knowledge in selling Individual Insurance products.
- Contribute to classroom discussions, goal-setting sessions, and progress evaluation meetings to ensure your success.
- Demonstrate your skills and pass a sales process competency test to validate your expertise.
- Gain direct sales experience in marketing Individual Insurance products to clients and cultivate strong relationships with internal business partners.
- Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office to ensure a seamless application and underwriting process.
- Hourly wage: $16/hour for up to 30 days.
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully 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, including 2 floating holidays that are added to your prorated personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of personal time.
- Ability to successfully achieve criteria of Trainee Program.
- Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
- Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria require Financial Representatives to obtain securities licensing within 24 months of entry into the program.
- Highly self-motivated and results-oriented with the ability to work independently and as part of a team.
- Access to reliable transportation to attend appointments and meetings.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
- Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
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