Financial Representative Trainee Professional

2 weeks ago


Mechanicsville, Virginia, United States Mutual of Omaha Full time
Overview
Mutual of Omaha offers a comprehensive Financial Representative Trainee Program, designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

Salary
The hourly wage for this role is $16/hour for up to 30 days, while the annual base salary after successful completion of licensing and onboarding requirements is $36,000 plus monthly sales incentive opportunities.

Job Description
You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Required Skills and Qualifications
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 in order to attend appointments and meetings. Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required.

Benefits
You'll receive 11 paid holidays in 2024, including 2 floating holidays that are added to your prorated personal time to be used at your discretion. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.

Others
A diverse community of co-workers values and celebrates individual strengths and differences. After completing the trainee program, you'll have the opportunity to transition into an independent Financial Advisor through our education-based Accelerator Program.

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