Financial Representative Trainee
1 week ago
At Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will be responsible for developing the skills required to provide holistic financial advice to clients.
Key Responsibilities:
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
- Demonstrate appropriate skills and pass a sales process competency test.
- Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- Cultivate and sustain strong relationships with internal business partners.
- Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
- Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Requirements:
- Ability to successfully achieve criteria of Trainee Program.
- Must 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.
- Access to reliable transportation in order to attend appointments and meetings.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Preferred:
- Knowledge of the Insurance/Financial Services industry, products and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
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