Financial Representative

1 day ago


Paradise Valley, Arizona, United States Mutual of Omaha Full time
Transform Your Career with Mutual of Omaha

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a key member of our sales organization, you will have the opportunity to develop a comprehensive understanding of Individual Insurance products and deliver exceptional customer experiences.

What You'll Do:
  • You'll participate in a structured program designed to equip you with 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.
What We Offer:
  • A competitive salary of approximately $36,000 annually, with opportunities for promotions and bonuses based on performance.
  • Opportunities for career advancement and professional growth within the company.
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits, including a 401(k) plan with a 2% company contribution and 6% company match.
  • A dynamic and inclusive work environment that values diversity, equity, and inclusion.
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, 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 individual with ability to work independently and as part of a team.
About Us:

Mutual of Omaha is a leading provider of Individual Insurance products and a Great Place to Work certified company. Our commitment to excellence and customer satisfaction has earned us recognition as a top employer in the industry.



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