Become a Financial Services Specialist
1 week ago
Financial Representative Trainee Opportunity
\We are seeking highly motivated individuals to join our team as Financial Representative Trainees. As a member of our team, you will participate in a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products.
\About the Role
\This is a full-time regular position that offers a competitive salary and benefits package. The starting hourly wage is $16/hour for up to 30 days, with the opportunity to earn a promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive after successful completion of licensing and onboarding requirements.
\Key Responsibilities
\As a Financial Representative Trainee, your key responsibilities will include:
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- Participating in a comprehensive training program to develop the skills required to provide holistic financial advice to clients.\
- Contributing to classroom discussion, participating in goal setting sessions, and progress evaluation meetings.\
- Demonstrating appropriate skills and passing a sales process competency test.\
- Gaining invaluable direct sales experience in marketing Individual Insurance products to clients.\
- Cultivating and sustaining strong relationships with internal business partners.\
- Acquiring an in-depth understanding of our product offerings and demonstrating expertise in their features and benefits.\
- Overseeing completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.\
- Passing a CRD/FINRA background check and obtaining securities licensing within 24 months of entry into the program.\
- Traveling up to 50% of the work period and maintaining a valid driver's license to attend appointments and meetings.\
- Promoting a culture of diversity and inclusion, valuing different ideas and opinions, and listening courageously.\
- Continuously developing skills and knowledge to stay up-to-date with industry trends and best practices.\
- Working collaboratively with colleagues to achieve team goals and objectives.\
- Maintaining accurate records and reports, and meeting productivity and performance standards.\
- Complying with company policies, procedures, and regulatory requirements.\
- Evolving as a professional and contributing to the growth and development of the organization.\
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Benefits
\Our company offers a range of benefits to support the health, well-being, and career development of our employees. These include:
\- \
- A competitive salary and bonus structure.\
- A comprehensive benefits package, including medical, dental, and vision coverage.\
- A 401(k) plan with a 2% company contribution and 6% company match.\
- Up to 15 days of vacation per year.\
- 11 paid holidays per year, including 2 floating holidays.\
- Sick leave through the use of personal time.\
- Professional development opportunities, including training, coaching, and mentorship.\
- A dynamic and inclusive work environment that values diversity, equity, and inclusion.\
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About Us
\At Mutual of Omaha, we are committed to helping our customers achieve their financial goals and secure their futures. Our mission is to deliver innovative solutions and exceptional service to our customers, while fostering a culture of integrity, respect, and teamwork.
\We are proud to offer a range of insurance products and services, including life, health, disability, and long-term care insurance. Our products are designed to provide peace of mind and financial security for individuals, families, and businesses.
\Join us in our pursuit of excellence and make a meaningful difference in the lives of our customers and colleagues.
\Estimated Salary Range: $40,000 - $60,000 per year
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