Financial Representative Trainee

4 days ago


Abington, Massachusetts, United States Mutual of Omaha Full time

Company Overview

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Mutual of Omaha is a dynamic organization that values innovation, diversity, and inclusivity. As a Financial Representative Trainee, you will be part of a team that strives to achieve greatness through collective strength and integrity.

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Salary and Benefits

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The estimated annual salary for this position is $43,200, including an hourly wage of $16 during the trainee period and unlimited monthly sales incentive after promotion. Additionally, you can expect benefits such as 401(k) plan with a 2% company contribution and 6% company match, 11 paid holidays in 2025, and up to 40 hours of personal time in 2025.

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Job Description

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You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. This includes developing prospecting skills, gaining valuable direct sales experience, and acquiring an in-depth understanding of our product offerings. Your responsibilities will also include overseeing completion of content, proposals, and paperwork flow throughout the field and Home Office.

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Required Skills and Qualifications

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To succeed in this role, you must have successfully met all trainee program requirements, gained the skills and knowledge needed to excel, and obtained the required insurance licenses prior to starting the job. You should also be highly self-motivated and results-oriented, able to travel up to 50% of the time, and hold a valid U.S. driver's license.

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Bonus and Career Advancement

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Upon successful completion of the trainee period, you will be promoted to a Financial Representative with a salary of $36,000 plus unlimited monthly sales incentive. You will also receive a $1000 bonus and have opportunities for career advancement within the company.

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Culture and Diversity

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Mutual of Omaha values a culture of diversity and inclusion, where different ideas and opinions are valued and celebrated. We strive to create an authentic and inclusive environment that fosters growth and success.

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Why Choose Mutual of Omaha?

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We offer a supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are driven, self-motivated, and eager to start your career in the financial services industry, we encourage you to apply for this exciting opportunity.



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