Financial Representative Trainee

4 weeks ago


St Petersburg, Florida, United States Mutual of Omaha Full time

Unlock Your Potential in the Financial Services Industry

At Mutual of Omaha, we're committed to helping you achieve your career goals. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

What You'll Do:

  • Participate in a dynamic trainee experience that combines self-study, hands-on projects, and experienced mentorship.
  • Develop valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • Cultivate and sustain prospecting skills such as research, targeting, networking, communication, and more.
  • Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

What We Offer:

  • Hourly wage of $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 the trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match.

Requirements:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
  • Pass the 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.


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