Financial Representative Trainee Specialist

3 weeks ago

Caguas, United States Mutual of Omaha Full time

We're seeking a highly motivated Financial Representative Trainee to join our team at Mutual of Omaha. This role offers an excellent opportunity for career growth and professional development in the insurance industry.

Salary

The estimated annual salary for this position is $36,000 plus monthly sales incentive opportunities, resulting in a potential earning capacity of $49,760.

About the Role

This comprehensive training program is designed to equip you with the skills and competencies necessary to excel as a Financial Representative. The program includes self-study, hands-on experience projects, and structured curriculum tailored to help you succeed.

Key Responsibilities
  • Develop holistic financial advice for clients through participation in classroom discussions, goal setting sessions, and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain direct sales experience marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.
Requirements
  • Succesfully achieve criteria of Trainee Program.
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Pass CRD/FINRA background check at hire and ongoing.
  • Hold a valid driver's license to attend appointments and meetings.
Benefits
  • Hourly wage: $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunities after successful completion of licensing and onboarding requirements.
  • Benefits and perks, including a 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.

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