Financial Representative Trainee

4 days ago

Milwaukee, Wisconsin, United States Mutual of Omaha Full time
Join Our Team as a Financial Representative Trainee

We are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees. As a Financial Representative Trainee, you will 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.
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.
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 drivers license.

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