Financial Services Trainee
3 weeks ago
Financial Representative Trainee Role
As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive 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.
Key Responsibilities:
- Develop the skills required to provide holistic financial advice to clients
- Demonstrate appropriate skills and pass a sales process competency test
- Gain invaluable direct sales experience in marketing Individual Insurance products to clients
- Oversee completion of content, proposals and paperwork flow throughout the field and Home Office
Requirements:
- Ability to successfully achieve criteria of Trainee Program
- Must pass the CRD/FINRA background check at hire and ongoing
- Ability to travel up to 50% of the work period
- Knowledge of the Insurance/Financial Services industry, products and marketing practices
What We Offer:
- Comprehensive training program
- Opportunity to develop skills and competencies necessary to excel in selling Individual Insurance products
- Competitive hourly wage and promotion opportunities
- Regular associates receive 11 paid holidays in 2024
About Mutual of Omaha:
We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
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