Financial Representative Trainee Specialist

2 weeks ago


Bridgewater, Massachusetts, United States Mutual of Omaha Full time

Company Overview

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Mutual of Omaha is a leading provider of insurance and financial services. Our company values innovation, integrity, and customer satisfaction.

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Salary

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The estimated salary for this position is $36,000 annual base plus unlimited monthly sales incentive. Additionally, you can earn up to $1000 bonus after successful completion of the trainee period.

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Job Description

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We are seeking a highly motivated individual to join our Accelerator Program as a Financial Representative Trainee. As a Financial Representative Trainee, you will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.

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You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You will also gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.

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Required Skills and Qualifications

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To be successful in this role, you must have a strong desire to learn and grow. You should be self-motivated and results-oriented, working both independently and as part of a team.

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You must obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. You should also be able to travel up to 50% of the time and hold a valid U.S. driver's license.

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Benefits

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We offer a range of benefits, including an hourly wage of $16/hour during the trainee period, which lasts up to 30 days. You will also receive benefits and perks, including a 401(k) plan with a 2% company contribution and 6% company match.

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Additionally, regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.

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Others

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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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