Career Advancement Opportunity as Financial Representative

2 weeks ago


South Weymouth, United States Mutual of Omaha Full time

At Mutual of Omaha, we are seeking highly motivated individuals to join our team as a Financial Representative Trainee. As a member of our Accelerator Program, you will embark on a comprehensive journey designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

What We Can Offer
  • A competitive hourly wage of $16 during the trainee period, which lasts up to 30 days
  • Promotion to a Financial Representative with an annual base salary of $36,000, plus unlimited monthly sales incentive upon completion of the trainee period
  • A $1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative

We also offer a range of benefits, including:

  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
  • A 401(k) plan with a 2% company contribution and 6% company match
  • 15 days of vacation per year for regular associates working 40 hours a week
  • 11 paid holidays in 2025, including 2 floating holidays

To be successful in this role, you will need to:

  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test
  • Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media

Key qualifications for this position include:

  • Successfully meeting all trainee program requirements, gaining the skills and knowledge needed to excel
  • Obtaining the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam
  • Passing the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program


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