Ambitious Financial Career Starter

2 weeks ago


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

Join Mutual of Omaha and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

About the Role

As a Financial Representative Trainee, you will participate in a structured curriculum that includes a combination of self-study and hands-on-experience projects. This dynamic program is tailored to help you develop the skills required to provide holistic financial advice to clients.

Key Responsibilities
  • Develop and maintain strong relationships with internal business partners
  • Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits
  • Oversight of completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process
Requirements

To succeed in this role, you will need:

  • Able to successfully achieve criteria of Trainee Program
  • Able 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
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team
  • Ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings
What We Offer

We offer a competitive estimated salary of $36,000 per year (base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements), as well as:

  • Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days
  • Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match


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