Financial Representative Trainee

7 days ago


Lakeland, Florida, United States Mutual of Omaha Full time
Join Our Team as a Financial Representative Trainee

We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills required to provide holistic financial advice to clients.

Key Responsibilities:
  • Participate in a comprehensive program to develop skills in financial services and sales.
  • Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings.
  • Demonstrate sales process competency and gain direct sales experience in marketing individual insurance products.
  • Cultivate and sustain strong relationships with internal business partners and acquire in-depth knowledge of our product offerings.
  • 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 and apply for appropriate insurance licenses within 14 days of entry into the job.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Access to reliable transportation and ability to travel up to 50% of the work period.
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously.
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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