Financial Services Career Accelerator

4 days ago


San Juan, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

About the Role:

We are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees. This exciting opportunity offers a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer:

As a Financial Representative Trainee, you will enjoy a competitive $16/hour starting wage for up to 30 days, with opportunities for advancement and career growth. Upon successful completion of licensing and onboarding requirements, you will be promoted to a Financial Representative with a $36,000 annual base salary plus monthly sales incentive opportunity.

In addition to your compensation, you will also receive access to an education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Our comprehensive benefits package includes a 401(k) plan with a 2% company contribution and 6% company match, as well as regular associates working 40 hours a week can earn up to 15 days of vacation each year.

Your Responsibilities:

  • You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • You will actively contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
  • You will demonstrate appropriate skills and pass a sales process competency test.
  • You will gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You will cultivate and sustain strong relationships with internal business partners and acquire an in-depth understanding of our product offerings.

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.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.

About Us:

Mutual of Omaha is a Great Place to Work, built by the strength and integrity of our employees. We value diverse experience, skills, and passion for innovation. If you're looking for a challenging and rewarding career opportunity, we encourage you to explore this role further.


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