Financial Representative Trainee Sales Specialist

2 days ago


West Des Moines, Iowa, United States Mutual of Omaha Full time
Role Overview

We are seeking a highly motivated Financial Representative Trainee to join our team. As a key member of our sales force, you will be responsible for developing and implementing comprehensive financial solutions for clients.

Key Responsibilities:

  • Participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
  • Actively 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.

Requirements:

  • Ability to successfully achieve criteria of Trainee Program.
  • Ability 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.
  • Must pass 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.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.

What We Offer:

  • An estimated annual salary of $45,600, based on an hourly wage of $16/hour for up to 30 days and promotion to a Financial Representative with a base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • A dynamic education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits include 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, and regular associates receive 11 paid holidays in 2024, including 2 floating holidays that are added to your prorated personal time to be used at your discretion.

About Us

Mutual of Omaha is a leader in the insurance industry, offering a range of financial solutions to individuals and businesses. Our company values diversity and inclusion, and we strive to create a workplace culture that celebrates differences and promotes teamwork.



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