Financial Representative Trainee

1 day ago

Springfield, Missouri, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join a dynamic team at Mutual of Omaha, where you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This structured curriculum includes a combination of self-study and hands-on-experience projects, tailored to help you succeed in a sales environment.


What We Offer
  • A competitive hourly wage of $16/hour for up to 30 days, with opportunities for growth and advancement.
  • 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, including a 401(k) plan with a 2% company contribution and 6% company match.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • 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.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • A commitment to diversity and inclusion, with a culture that values different ideas and opinions.

What You'll Do
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • 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.
  • Cultivate and sustain strong relationships with internal business partners.
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

What You'll Bring
  • A strong ability to successfully achieve the criteria of the Trainee Program.
  • The ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
  • A commitment to passing 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.
  • High self-motivation and results-oriented with the ability to work independently and as part of a team.
  • The 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.
  • A commitment to promoting a culture of diversity and inclusion, valuing different ideas and opinions, and listening courageously, remaining curious in all that you do.

Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • A 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.


For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.

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