Career Growth Opportunities in Financial Services
4 weeks ago
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
About This RoleThis dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll 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, and acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
What We OfferWe offer a competitive hourly wage of $16/hour for up to 30 days, with potential for promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. Our education-based Accelerator Program is designed to successfully transition you into an independent Financial Advisor.
As a valued employee, you'll receive a range of benefits, including a 401(k) plan with a 2% company contribution and 6% company match, up to 15 days of vacation each year, and 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
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, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
- Knowledge of the Insurance/Financial Services industry, products and marketing practices
- Bachelor's degree or equivalent preferred but not required
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