Financial Professional Trainee

2 weeks ago


Big Bend, Wisconsin, 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 member of our team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer
  • A competitive hourly wage of $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 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
  • Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion
Responsibilities
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • 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
  • Must 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
  • 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
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices
  • Bachelor's degree or equivalent preferred but not required

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply. For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.



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