Financial Representative Trainee Professional
3 weeks ago
About the Role:
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a key member of our sales team, you will be responsible for developing and executing sales strategies to meet and exceed sales targets.
Key Responsibilities:
- Participate in a comprehensive training program to develop skills and knowledge in selling Individual Insurance products.
- Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings.
- Demonstrate sales process competency and pass a sales process competency test.
- Gain direct sales experience in marketing Individual Insurance products to clients.
- Cultivate and sustain strong relationships with internal business partners.
- Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits.
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.
- Must pass the CRD/FINRA background check at hire and ongoing.
- 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 and maintain a valid U.S. driver's license.
What We Offer:
- Hourly Wage: Trainee starting wage will be $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.
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