Financial Representative Trainee
3 days ago
This role offers an excellent opportunity to launch a sales career with Mutual of Omaha, a renowned insurance company. As a Financial Representative Trainee, you will participate in a comprehensive training program designed to equip you with the skills and knowledge necessary to succeed in selling Individual Insurance products.
The ideal candidate is highly motivated, self-driven, and results-oriented, with excellent communication and interpersonal skills. You will work independently and as part of a team, actively contributing to classroom discussions, goal-setting sessions, and progress evaluation meetings.
Key Responsibilities- Demonstrate expertise in marketing Individual Insurance products to clients, developing strong relationships with internal business partners and cultivating a deep understanding of product offerings.
- Participate in a structured curriculum, including self-study and hands-on-experience projects, to develop holistic financial advice skills for clients.
- Pass a sales process competency test, ensuring successful completion of the Trainee Program criteria.
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
- 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 require 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.
- Hourly Wage: $16/hour for up to 30 days.
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
- Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
- Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Mutual of Omaha values diverse experience, skills, and passion for innovation. We strive to create a culture where employees feel valued, respected, and empowered to contribute their best work. As a leading insurance company, we offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
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