Aspiring Financial Professional

7 days ago


Des Moines, Iowa, United States Mutual of Omaha Full time
Unlock Your Potential in Sales

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our dynamic team. In this role, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

About the Role

As a Financial Representative Trainee, you will participate in a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.

Responsibilities
  1. Demonstrate appropriate skills and pass a sales process competency test.
  2. Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  3. Cultivate and sustain strong relationships with internal business partners.
  4. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
Requirements

To be successful in this role, you must have:

  • The ability to successfully achieve criteria of the 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.
What We Offer

We offer a competitive estimated salary range of $16-$36,000 per year, depending on experience, plus monthly sales incentive opportunities. Additionally, you will receive:

  • A 401(k) plan with a 2% company contribution and 6% company match.


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