Financial Representative Development Specialist

18 hours ago


Coffeyville, Kansas, United States Mutual of Omaha Full time

Looking to advance your career in financial services? We have an exciting opportunity for a Financial Representative Trainee at Mutual of Omaha.

About the Role

This is a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. As a Financial Representative Trainee, you will participate in a structured curriculum that includes self-study, hands-on-experience projects, and goal setting sessions.

You'll have the opportunity to develop strong relationships with internal business partners, acquire in-depth knowledge of our product offerings, and cultivate expertise in their features and benefits.

Key Responsibilities
  • Participate in a comprehensive training program to develop skills required to provide holistic financial advice to clients
  • Demonstrate ability to pass sales process competency test and achieve criteria of Trainee Program
  • Gain direct sales experience in marketing Individual Insurance products to clients
  • Cultivate and sustain strong relationships with internal business partners
Requirements
  • Able to successfully achieve criteria of Trainee Program
  • Able 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 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
Benefits
  • 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
  • Benefits and Perks, 401(k) plan with 2% company contribution and 6% company match
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year
What We Offer

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, we encourage you to apply. Our inclusive culture surrounds you with an authentic and diverse community of co-workers who value your strengths and differences.



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