Financial Representative Trainee Career Starter

1 week ago

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

We are seeking driven and self-motivated individuals to join our Accelerator Program, a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

About the Role:
  • 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
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test
  • Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits
What We Offer:
  • An hourly wage of $16/hour during the trainee period, which lasts up to 30 days
  • Promotion to a Financial Representative with a $36,000 annual base salary plus unlimited monthly sales incentives upon completion of the trainee period
  • A $1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative
  • 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, regular associates working 40 hours a week can earn up to 15 days of vacation each year, and regular associates receive 11 paid holidays in 2025
Your Responsibilities:
  • 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

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