Financial Representative Trainee

3 weeks ago

Coffeyville, 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
  • Develop and implement sales strategies to meet and exceed sales targets
  • Build and maintain strong relationships with internal business partners and clients
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
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, 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
Why Join Our Team?

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

We are a Great Place to Work, built by the strength and integrity of our employees. Our inclusive culture surrounds you with an authentic and inclusive community of co-workers who value your strengths and differences.

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