Financial Representative Trainee

7 days ago


Richmond Heights, Virginia, 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 advice and sales
  • Contribute to classroom discussion and goal setting sessions
  • Demonstrate sales process competency and gain direct sales experience
  • Cultivate strong relationships with internal business partners and acquire in-depth knowledge of our product offerings
Requirements:
  • Ability to successfully achieve criteria of Trainee Program
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job
  • 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
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
  • Benefits and Perks, including 401(k) plan with a 2% company contribution and 6% company match

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



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