Financial Services Professional
1 day ago
Unlock Your Potential in the Financial Services Industry
About the Role:
This is an exciting opportunity to join Mutual of Omaha as a Financial Representative Trainee. As a trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable financial practice.
Key Responsibilities:
- Develop holistic financial advice for clients through participation in a comprehensive program
- Cultivate direct sales experience marketing Individual Insurance products to clients
- Acquire valuable prospecting skills through personal networks, community events, and social media
- Oversee content, proposals, and paperwork flow throughout the field and Home Office
Requirements and Qualifications:
- Meet all trainee program requirements, gaining the skills and knowledge needed to excel
- Obtain required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam
- Pass CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program
- Be highly self-motivated and results-oriented, working both independently and as part of a team
- Travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments
Benefits and Perks:
- $16/hour during the trainee period, which lasts up to 30 days
- Promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive upon completion of the trainee period
- $1000 bonus after successful completion of trainee period and promotion to a Financial Representative
- Education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
- Benefits and perks include a 401(k) plan with a 2% company contribution and 6% company match, regular associates receive 11 paid holidays in 2025, and regular associates working 40 hours a week can earn up to 15 days of vacation each year
Location and Salary:
The estimated salary for this role ranges from $36,000 per annum, considering a $16/hour trainee rate and potential promotions.
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