Financial Representative Trainee
4 weeks ago
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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