Financial Representative Trainee Specialist

2 days ago


Phoenix, Arizona, United States Mutual of Omaha Full time
Job Overview
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a key member of our organization, you will be responsible for developing the skills required to provide holistic financial advice to clients.

Compensation Package
The estimated annual salary for this position is $36,000, with an hourly starting wage of $16 for up to 30 days. Upon successful completion of licensing and onboarding requirements, you will have the opportunity to advance to a Financial Representative role with a monthly sales incentive opportunity.

Key Responsibilities
As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

Some of your key responsibilities will include:
  1. Participating in classroom discussion, goal setting sessions, and progress evaluation meetings.
  2. Demonstrating appropriate skills and passing a sales process competency test.
  3. Gaining direct sales experience in marketing Individual Insurance products to clients.
  4. Cultivating and sustaining strong relationships with internal business partners.

Requirements and Qualifications
To be successful in this role, you will need to possess the following skills and qualifications:
  • A high level of self-motivation and results-orientation.
  • The ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices (preferred).

Benefits and Perks
As a member of our team, you will enjoy a range of benefits and perks, including:
  • A 401(k) plan with a 2% company contribution and 6% company match.
  • The opportunity to earn up to 15 days of vacation per year.
  • 11 paid holidays per year, including 2 floating holidays.


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