Financial Representative Trainee

1 week ago

Grand Junction, Colorado, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer
  • Hourly Wage: Trainee starting wage will be $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, 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, which includes 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. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date.
What You'll Do
  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • You'll actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You'll demonstrate appropriate skills and pass a sales process competency test.
  • You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You'll 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.
  • You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
What You'll Bring
  • 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 Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

  • Financial Representative

    2 weeks ago

    Grand Junction, Colorado, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeJoin Northwestern Mutual, a leading financial services company, as a Financial Representative and embark on a rewarding career that offers unlimited income potential and opportunities for growth. As a Financial Representative, you will work closely with clients to understand their financial goals and develop...

  • Financial Representative

    4 weeks ago

    Grand Junction, Colorado, United States Northwestern Mutual Full time

    Job Title: Financial RepresentativeAs a Financial Representative with Northwestern Mutual, you will have the opportunity to build a successful career in financial planning and wealth management. Our comprehensive training program and mentorship will help you develop the skills and knowledge needed to succeed in this role.Job Summary:Our Financial...

  • Financial Representative

    4 weeks ago

    Grand Junction, Colorado, United States Northwestern Mutual Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative. As a Financial Representative, you will be responsible for building a clientele and providing financial planning advice to clients. This is an excellent opportunity for someone who is looking to start a career in the financial services...

  • Financial Aid Representative

    1 week ago

    Grand Junction, Colorado, United States IntelliTec College Full time

    Job Title: Financial Aid/ Business Office RepresentativeWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Aid/ Business Office Representative. In this role, you will be responsible for assisting with financial aid and business office duties, including processing student tuition accounts, verifying student...

  • AutoZone Store Manager Trainee

    1 week ago

    Grand Junction, Colorado, United States AutoZone Full time

    AutoZone Store Manager Trainee Job DescriptionThe AutoZone Store Manager Trainee position is a transitional role that provides work assignments and training opportunities to prepare candidates for promotion into Retail/Commercial Store Management positions. This role is designed to develop leadership skills and provide hands-on experience in store...

  • Sales Representative

    4 weeks ago

    Grand Junction, Colorado, United States Slingo Financial Services Full time

    About the OpportunityWe are seeking a highly motivated and self-driven individual to join our team at Slingo Financial Services as a Sales Representative. As a Sales Representative, you will have the opportunity to work with a proven sales system, grow your own business, and receive great support from our team.Our unique approach to selling insurance...

  • Store Operations Manager Trainee

    1 week ago

    Grand Junction, Colorado, United States AutoZone Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Store Operations Manager Trainee to join our team at AutoZone. As a Store Operations Manager Trainee, you will be responsible for supporting the Store Manager in the overall operation of the store, including retail/commercial management, supervision, and policy implementation.Key...

  • Financial Services Representative

    2 weeks ago

    Grand Junction, Colorado, United States Edward Jones Full time

    Job OverviewWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide exceptional client service and support to...

  • Area Representative

    3 weeks ago

    Grand Junction, Colorado, United States Fellowship of Christian Athletes Full time

    About the RoleFellowship of Christian Athletes is seeking a highly motivated and spiritually gifted individual to serve as an Area Representative. This part-time position will be responsible for leading and implementing the ministry plan for the assigned area, with a focus on discipleship and outreach to student-athletes.Key ResponsibilitiesMinistry...

  • Patient Service Representative

    2 weeks ago

    Grand Junction, Colorado, United States Sharp HealthCare Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Sharp HealthCare. As a Patient Service Representative, you will play a critical role in providing exceptional patient care and support to our patients and families.Key ResponsibilitiesRepresent Sharp HealthCare by providing patients with...

  • Patient Service Representative Float

    7 days ago

    Grand Junction, Colorado, United States Intermountain Healthcare Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative Float to join our team at Intermountain Healthcare. As a Patient Service Representative Float, you will be responsible for providing exceptional patient service, ensuring accurate and timely processing of patient accounts, and maintaining a high level of customer...

  • Customer Service Representative

    4 weeks ago

    Grand Junction, Colorado, United States Alpine Banks of Colorado Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Alpine Banks of Colorado. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and resolving any issues that may arise.Key...

  • Patient Service Representative Orthopedics Specialist

    2 weeks ago

    Grand Junction, Colorado, United States SCL Health Full time

    About the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at SCL Health Medical Group Grand Junction. As a key member of our front office team, you will be responsible for providing exceptional patient service, ensuring seamless communication, and maintaining accurate records.Key ResponsibilitiesGreet...

  • Life Insurance Sales Representative

    4 weeks ago

    Grand Junction, Colorado, United States The Wolf Agency Full time

    About The Wolf AgencyWe are a dynamic and innovative insurance agency dedicated to providing exceptional service and support to our clients and agents. Our mission is to empower individuals to achieve their financial and professional goals through our unique sales role.Job DescriptionWe are seeking growth-minded professionals who are passionate about making...

  • Route Sales Representative

    2 weeks ago

    Grand Junction, Colorado, United States Alsco Full time

    **Job Summary:**The Route Sales Representative is responsible for meeting customer needs through up-selling/cross-selling and providing superior customer service. This role involves proactively managing all route responsibilities, including soliciting new customers, up-selling/cross-selling, and ensuring a profitable product mix.**Key...

  • Sales Representative

    4 weeks ago

    Grand Junction, Colorado, United States Sleep Number Careers Full time

    About Sleep Number CareersSleep Number Careers is a sleep wellness technology leader dedicated to improving the health and wellbeing of society through higher quality sleep. Our mission-driven team members are passionate about innovating and driving value creation through our vertically integrated business model.OverviewThis is an exciting opportunity to...

  • Patient Service Representative Orthopedics Specialist

    4 weeks ago

    Grand Junction, Colorado, United States SCL Health Full time

    About the RoleWe are seeking a highly skilled and organized Patient Service Representative to join our Orthopedics team at SCL Health Medical Group Grand Junction. As a key member of our team, you will be responsible for providing exceptional patient care and administrative support to ensure a seamless experience for our patients.Key ResponsibilitiesGreet...

  • Customer Service Representative

    4 weeks ago

    Grand Junction, Colorado, United States The Auto Club Group Full time

    About the RoleThe Auto Club Group is seeking a highly skilled and customer-focused Customer Service Representative to join our team in a Branch Office setting. As a key member of our team, you will be responsible for providing exceptional customer service, promoting our products and services, and contributing to the growth and success of our organization.Key...

  • Store Leadership Development Program

    2 days ago

    Grand Junction, Colorado, United States AutoZone, Inc. Full time

    Job SummaryWe are seeking a highly motivated and results-driven individual to join our Store Leadership Development Program as a Retail Management Trainee. As a key member of our management team, you will be responsible for supporting the Store Manager in the overall operation of the store, including financial management, employee staffing and development,...

  • Life Insurance Sales Representative

    1 week ago

    Grand Junction, Colorado, United States The Diaz Agency Full time

    Unlock Your Earning Potential as a Life Insurance Sales AgentAre you a motivated and results-driven individual looking for a challenging and rewarding career opportunity? Do you have a passion for helping others and a desire to succeed in a fast-paced sales environment? If so, we invite you to explore our Life Insurance Sales Agent position at The Diaz...