Financial Representative Trainee

3 days ago


Quincy, Massachusetts, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) Opportunity

Are you a driven and self-motivated individual looking to start a career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.


As a Financial Representative Trainee, you'll participate in a dynamic program that includes self-study, hands-on projects, and experienced mentorship. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.


**What We Offer:**

  • A comprehensive training program designed to set you up for long-term success
  • A competitive hourly wage during the trainee period, with opportunities for promotion and unlimited monthly sales incentives
  • A $1000 bonus after successful completion of the trainee period and promotion to a Financial Representative
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match

**What You'll Do:**

  • 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

**What You'll Bring:**

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

We value diverse experience, skills, and 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 at careers@mutualofomaha.com.



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