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Financial Representative Trainee

2 months ago

Omaha, Nebraska, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products.

Key Responsibilities:
  • Participate in a structured curriculum that includes self-study and hands-on-experience projects
  • Develop the skills required to provide holistic financial advice to clients
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
  • Travel up to 50% of the work period and maintain a valid driver's license
Requirements:
  • Ability to successfully achieve criteria of Trainee Program
  • Must pass the CRD/FINRA background check at hire and ongoing
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices
  • Bachelor's degree or equivalent preferred but not required
What We Offer:
  • Comprehensive training program with a structured curriculum
  • Opportunity to develop skills and knowledge in selling Individual Insurance products
  • Competitive hourly wage and potential for promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity
  • Regular associates receive 11 paid holidays in 2024, including 2 floating holidays

We value diversity and inclusion, and we are committed to creating a culture where everyone feels valued and respected. If you are a motivated and ambitious individual who is passionate about the Insurance/Financial Services industry, we encourage you to apply for this exciting opportunity.