Financial Representative Trainee

3 days ago

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

We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills required to provide holistic financial advice to clients.

Key Responsibilities:
  • Participate in a comprehensive program to develop the skills required to provide financial advice to clients.
  • Contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.
Requirements:
  • Ability to successfully achieve criteria of Trainee Program.
  • Must 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.
  • 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 driver's license.
Preferred Qualifications:
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
About Us:

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply

We are a Great Place to Work, built by the strength and integrity of our employees. Our inclusive culture surrounds you with an authentic and diverse community of co-workers who value your strengths and differences.

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