Financial Representative Trainee

4 weeks ago


Phoenix, Arizona, United States Mutual of Omaha Full time

Job Summary

As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

Key Responsibilities

* 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.
* 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. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

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

Preferred Qualifications

* Knowledge of the Insurance/Financial Services industry, products and marketing practices.
* Bachelor's degree or equivalent preferred but not required.

About Mutual of Omaha

Mutual of Omaha is a great place to work, built by the strength and integrity of our employees. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.

What We Offer

* Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
* Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
* An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
* Benefits and Perks, 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.

How to Apply

For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.

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