Financial Representative Trainee

5 days ago

Miami, Florida, United States Mutual of Omaha Full time

Unlock Your Potential in the Financial Services Industry

We are seeking motivated and driven individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you will embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

Salary: $36,000 annual base plus unlimited monthly sales incentive, with an estimated hourly wage of $16/hour during the trainee period, lasting up to 30 days.

About the Role:

  • You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, actively contributing to classroom discussion, goal setting sessions, and progress evaluation meetings.
  • You will gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You will cultivate and sustain prospecting skills such as research, targeting, networking, communication, and more through the use of personal networks, community events, and social media.
  • You will acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You will oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
  • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
  • Be highly self-motivated and results-oriented, working both independently and as part of a team.
  • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Benefits:

  • A competitive salary and commission structure.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match.

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