Financial Representative Trainee

2 weeks ago

North Berwick, Maine, United States Mutual of Omaha Full time
Job Summary

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 participate in a comprehensive program designed to develop the skills and competencies necessary to excel in selling Individual Insurance products.

Key Responsibilities
  • Participate in a structured curriculum that includes a mix of self-study and hands-on-experience projects to develop the skills required to provide holistic financial advice to clients.
  • Demonstrate appropriate skills and pass a sales process competency test to ensure you have the necessary knowledge and abilities to succeed in this role.
  • Gain direct sales experience in marketing Individual Insurance products to clients, cultivating and sustaining strong relationships with internal business partners and acquiring an in-depth understanding of product offerings.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Requirements
  • Ability to successfully achieve the criteria of the Trainee Program.
  • Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
  • Highly self-motivated and results-oriented with the 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.
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously.
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 a 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.

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