Financial Representative Trainee

4 days ago


North Berwick, Maine, United States Mutual of Omaha Full time
Job Summary

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

Key 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.
  • Ability to 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.
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings.
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.



  • North Berwick, Maine, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to provide holistic financial advice to clients. This role offers a unique opportunity to develop your expertise in the insurance and financial...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Join Our Team as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer service and building strong relationships with our...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.About the RoleThis is an exciting opportunity to...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve greatness. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What You'll Do:Participate in a...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will participate in a comprehensive program designed to develop the skills and competencies necessary to excel in selling Individual Insurance products.Key ResponsibilitiesParticipate...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and revenue.Key Responsibilities:Develop and maintain...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Job Summary:We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. 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.Key Responsibilities:Participate in a...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will play a critical role in developing and executing sales strategies to drive business growth and revenue.Key Responsibilities:Participate in a...


  • North Berwick, Maine, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on 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...


  • North Berwick, Maine, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a part of one of the fastest-growing insurance organizations in the country, dedicated to providing top-notch services to our clients. Our focus areas include ensuring agents are paid quickly, keeping costs minimal, and offering the necessary training and support for success.Job ResponsibilitiesAs a Virtual Mortgage...


  • North Berwick, Maine, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals by offering personalized financial solutions.Key Responsibilities:Deliver exceptional customer...


  • North Berwick, Maine, United States OneMain Financial Full time

    Empower Customers with Access to Responsible CreditAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...


  • North Berwick, Maine, United States OneMain Financial Full time

    Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer expectations, developing new relationships and maintaining existing ones throughout the loan process and life cycle.Key Skills:Present financial solutions based on customer needs, educate customers on loan terms and conditions, and partner with local...


  • North Berwick, Maine, United States Andrew Peschong - State Farm Agent Full time

    Job OpportunityAndrew Peschong - State Farm Agent is seeking a qualified professional to join their team as an Insurance Account Representative. This role offers a rewarding career with excellent income and growth potential.Key ResponsibilitiesUse a customer-focused approach to educate customers about insurance options.Work with the agent to establish and...


  • North Berwick, Maine, United States Peoples Bank Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at Peoples Bank. In this role, you will be responsible for providing exceptional customer service, processing checking and savings accounts, and maintaining accurate account records.Key Responsibilities:Process customer transactions, including deposits,...


  • North Berwick, Maine, United States The Auto Club Group Full time

    Unlock Your Career Potential with The Auto Club GroupWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at The Auto Club Group. As a key member of our branch office, you will be responsible for promoting our insurance and travel products, providing exceptional customer service, and driving sales growth.Key...


  • Berwick, Maine, United States Fulton Bank, N.A. Full time

    Job SummaryThis is a challenging and rewarding opportunity to lead and manage the operations, staff, and business performance of a designated Financial Center location. As a Financial Center Manager II, you will be responsible for developing and implementing the Center's sales and service plans to deliver a superior customer experience, initiating,...


  • North Berwick, Maine, United States Luana Savings Bank Full time

    Job OverviewSalary: CompetitiveKey ResponsibilitiesA Client Services Representative plays a crucial role in delivering exceptional customer service and managing various deposit-related operations. This position involves executing customer transactions and ensuring a superior customer experience at every touchpoint. The individual will collaborate with fellow...