Financial Representative Trainee

5 days ago

La Grange Park, Illinois, 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 sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.

Key Responsibilities:
  • Participate in a comprehensive training program to develop skills and knowledge in financial services and sales
  • Conduct sales calls and meetings with clients to understand their financial needs and provide tailored solutions
  • Develop and maintain strong relationships with internal business partners and external clients
  • Stay up-to-date with industry trends and product offerings to provide expert advice to clients
  • Meet and exceed sales targets through effective sales strategies and techniques
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 in order to attend appointments and meetings
  • Ability to travel up to 50% of the work period and maintain a valid driver's license
What We Offer:
  • Hourly Wage: Trainee starting wage will be $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, including 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

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

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