Financial Representative Trainee

6 days ago


Clive, Iowa, United States Mutual of Omaha Full time
Financial Representative Trainee

At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in this mission by developing the skills and knowledge needed to provide holistic financial advice to clients.

Key Responsibilities:
  • Participate in a comprehensive program to develop skills required to provide financial advice
  • Contribute to classroom discussion, goal setting sessions, and progress evaluation meetings
  • Demonstrate sales process competency and gain direct sales experience
  • Cultivate strong relationships with internal business partners and acquire in-depth understanding of product offerings
Requirements:
  • Ability to successfully achieve Trainee Program criteria
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job
  • Pass 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
What We Offer:
  • Hourly wage: $16/hour for up to 30 days
  • Promotion to Financial Representative with $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
  • Education-based Accelerator Program designed to transition you into an independent Financial Advisor
  • Benefits and Perks, 401(k) plan with 2% company contribution and 6% company match


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