Financial Representative Trainee

1 week ago

SaintPriestlaPlaine, Nouvelle-Aquitaine, United States Mutual of Omaha Full time
Financial Representative Trainee Role Overview

This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. The program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.


Key Responsibilities
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain invaluable 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, demonstrating 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, 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 requires 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 and maintain a valid driver's license in order to attend appointments and meetings.

Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

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.


About Mutual of Omaha

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".


Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.


Discover Our Culture


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