Financial Professional Opportunities

2 weeks ago

Puerto Rico, United States Mutual of Omaha Full time

Company Overview

Mutual of Omaha is a dynamic and inclusive organization that values diversity, innovation, and teamwork. Our core value is to achieve greatness together, fostering a culture where employees feel valued and empowered to make a difference.

Salary

The Financial Representative Trainee position offers a competitive starting hourly wage of $16 for up to 30 days, with the potential to advance to a Financial Representative role with an annual base salary of $36,000 plus monthly sales incentive opportunities after successful completion of licensing and onboarding requirements.

Job Description

As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This structured curriculum includes a combination of self-study and hands-on-experience projects, ensuring your success in providing holistic financial advice to clients.

You will actively contribute to classroom discussion, participate in goal-setting sessions, and progress evaluation meetings. Additionally, you will demonstrate appropriate skills, pass a sales process competency test, and gain invaluable direct sales experience marketing Individual Insurance products to clients.

Required Skills and Qualifications

  • Able to successfully achieve criteria of the Trainee Program.
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • 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.

Benefits

Mutual of Omaha offers a range of benefits to support your well-being and career growth:

  • 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.
  • 11 paid holidays in 2024, including 2 floating holidays.

Others

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, we encourage you to apply.

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