Financial Representative Trainee

3 weeks ago


Glen Allen, Virginia, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

At Mutual of Omaha, we're seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer

* Competitive hourly wage: $16/hour for up to 30 days
* Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
* An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor
* Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match

Responsibilities

* 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
* Demonstrate appropriate skills and pass a sales process competency test
* Gain invaluable direct sales experience in marketing Individual Insurance products to clients

Requirements

* Ability to successfully achieve criteria of 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

Preferred Qualifications

* Knowledge of the Insurance/Financial Services industry, products and marketing practices
* Bachelor's degree or equivalent preferred but not required

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

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