Financial Services Representative

2 days ago


Commerce City, Colorado, United States Mutual of Omaha Full time
Financial Representative Trainee

Join a dynamic team at 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.

Program Overview

This structured curriculum includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.

Key Responsibilities
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
  • Ability to successfully achieve criteria of Trainee Program.
  • 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.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.
Requirements
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
What We Offer

You'll receive two floating holidays in 2024 by way of personal time that may be used at your discretion. 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. You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.



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