Financial Representative Trainee

2 days ago

Fair Oaks, California, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer
  • A competitive hourly wage of $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, including a 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
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
  • Demonstrate appropriate skills and pass a sales process competency test
  • Gain invaluable direct sales experience in marketing Individual Insurance products to clients
  • Cultivate and sustain strong relationships with internal business partners
What You'll Bring
  • 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 with ability to work independently and as part of a team
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices
  • Bachelor's degree or equivalent preferred but not required

  • Financial Representative Trainee

    3 weeks ago

    Fair Oaks, California, United States Mutual of Omaha Full time

    Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What You'll Do:Participate in a comprehensive program to develop the skills required to provide holistic financial...

  • Trainee X: Explore Financial Services

    4 weeks ago

    Thousand Oaks, California, United States Infinity Systems Full time

    Unlock Your Potential in Financial ServicesAre you ready to embark on a challenging and rewarding journey in the financial services industry? Our Trainee Program X is designed to provide you with a comprehensive understanding of the sector and equip you with the skills and knowledge needed to succeed.Program OverviewOur 12-month program offers a unique...

  • Tax Clerk Trainee

    4 weeks ago

    Fair Oaks, California, United States Omega Innovations Full time

    Unlock Your Potential as a Tax ClerkAt Omega Innovations, we're committed to helping you develop the skills and knowledge you need to succeed in the field of taxation. Our Tax Clerk program is a three-year journey that will equip you with the expertise to advise and assist clients, prepare tax returns and financial statements, and maintain accurate...

  • AutoZone Store Manager Trainee

    3 weeks ago

    Sherman Oaks, California, United States AutoZone Full time

    Job SummaryWe are seeking a highly motivated and ambitious individual to join our AutoZone Management Development Program as a Store Manager Trainee. As a key member of our management team, you will be responsible for supporting the Store Manager in the overall operation of the store, including retail/commercial management, supervision, and policy...

  • Senior Financial Analyst

    4 weeks ago

    Thousand Oaks, California, United States Jobot Full time

    Program Control Analyst OpportunityAn exciting chance to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program Control...

  • Senior Financial Analyst

    4 weeks ago

    Thousand Oaks, California, United States Jobot Full time

    Program Control Analyst Job DescriptionAn exciting opportunity to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program...

  • Commercial Portfolio Manager

    2 days ago

    Sherman Oaks, California, United States BMO Financial Group Full time

    Job Title: Commercial Portfolio ManagerWe are seeking a highly skilled Commercial Portfolio Manager to join our team at BMO Financial Group. As a key member of our Emerging Middle Market, Southern California Team, you will play a critical role in evaluating the risk level of our Custom commercial transactions and making well-informed decisions based on our...

  • Sales Development Representative

    4 weeks ago

    Thousand Oaks, California, United States Ventura Business Management Full time

    Unlock Your Potential as a Sales Trainee at Ventura Business ManagementWe're on a mission to cultivate performance and leadership by empowering our people, fostering diversity of thought, and embracing an inclusive culture that engages our local communities. As an Entry Level Sales Trainee, you'll embark on an exciting journey, advancing professionally, and...

  • Insurance Sales Representative

    1 month ago

    Sherman Oaks, California, United States Tatiana Vogelaar - State Farm Agent Full time

    Insurance Sales Representative OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...

  • Senior Financial Analyst

    1 day ago

    Thousand Oaks, California, United States Jobot Full time

    Senior Cost Accountant OpportunityAn exciting chance to join a thriving Defense Manufacturing organization that offers growth opportunities and a competitive bonus package.We are representing a growing Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a...

  • Insurance Sales Representative

    2 days ago

    Sherman Oaks, California, United States Tatiana Vogelaar - State Farm Agent Full time

    Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...

  • Insurance Sales Representative

    2 days ago

    Sherman Oaks, California, United States Tatiana Vogelaar - State Farm Agent Full time

    Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Tatiana Vogelaar - State Farm Agent. As a key member of our team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto,...

  • Assistant General Manager

    3 weeks ago

    Fair Oaks, California, United States Taymax Group Full time

    Job Title: Assistant General ManagerFair Oaks 4868 San Juan Avenue, Fair Oaks, CA 95628, United States of America Pay : $ $19.50 We are seeking a highly motivated and experienced Assistant General Manager to join our team at Taymax Group. As an integral member of our team, you will be responsible for assisting in the oversight of club operations to ensure an...

  • Customer Service Representative

    3 weeks ago

    Thousand Oaks, California, United States Ventura Business Management Full time

    Job OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Customer Service Trainee. This role offers a unique opportunity to develop superior customer service skills and leverage them to engage with and enroll new customers on behalf of our clients.Key Responsibilities:Identify and engage with potential customers through...

  • Customer Service Representative

    4 weeks ago

    Thousand Oaks, California, United States ARSI Group Full time

    About ARSI GroupARSI Group is a mid-sized financial service company based in Thousand Oaks, CA.Job SummaryWe are seeking a bright and articulate Customer Service Representative to join our team. The ideal candidate will have customer service experience and possess excellent communication skills.Key ResponsibilitiesHandle inbound and outbound calls in a...

  • Customer Service Representative

    2 weeks ago

    Thousand Oaks, California, United States Ventura Business Management Full time

    Job OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Customer Service Trainee. This role offers a unique opportunity to develop superior customer service skills and leverage them to engage with and enroll new customers on behalf of our clients.Key Responsibilities:Identify and engage with potential customers through...

  • Marketing Professional

    2 weeks ago

    Sherman Oaks, California, United States OMI Full time

    Full Time Marketing RepresentativeThe Full Time Marketing Representative plays a pivotal role in the success of our company, OMI, and the future success of our clients. As the liaison between our clients and customers, this individual is responsible for increasing the customer base by maintaining relationships with existing customers and developing new...

  • Outside Territory Marketing Representative

    3 days ago

    Thousand Oaks, California, United States SDI Staffing Full time

    Commercial Lines Outside Territory Marketing / Sales RepresentativeAbout the Role:We are seeking a highly motivated and experienced Commercial Lines Outside Territory Marketing / Sales Representative to join our team at SDI Staffing. As a key member of our sales team, you will be responsible for identifying and expanding profitable connections within a...

  • Commercial Lines Insurance Sales Representative

    2 days ago

    Thousand Oaks, California, United States SDI Staffing Full time

    Commercial Lines Insurance Sales Representative OpportunityWe are seeking a highly motivated and experienced Commercial Lines Insurance Sales Representative to join our team at SDI Staffing. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, as well as nurturing and expanding existing...

  • Insurance Sales Representative

    4 weeks ago

    Sherman Oaks, California, United States Tatiana Vogelaar - State Farm Agent Full time

    State Farm Agent Team MemberWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a key member of our team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...