Financial Representative Trainee
1 day ago
Job Overview: 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 to develop the skills required to provide holistic financial advice to clients.
Key Responsibilities:
- Develop and implement sales strategies to market Individual Insurance products to clients.
- Gain valuable direct sales experience and pass a sales process competency test.
- Cultivate and sustain prospecting skills through personal networks, community events, and social media.
- Acquire an in-depth understanding of our product offerings and demonstrate expertise in their features and benefits.
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.
Requirements:
- Successfully meet all trainee program requirements and gain the skills and knowledge needed to excel.
- Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
- Be highly self-motivated and results-oriented, working both independently and as part of a team.
- Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
Preferred Qualifications:
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
About Mutual of Omaha:
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply. After applying, for inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.
Great Place to Work:
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are — built by the strength and integrity of our employees. It's why we're named a "Great Place to Work".
An Inclusive Culture:
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.
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