Financial Services Trainee

3 days ago


Scottsdale, Arizona, United States Mutual of Omaha Full time
Financial Representative Trainee

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 combines self-study and hands-on-experience projects, tailored to a structured curriculum.

What We Offer:
  • Competitive Hourly Wage: Trainees start at $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 to transition you into an independent Financial Advisor.
  • Benefits and Perks, including a 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, including 2 floating holidays.
  • Applicants must not require sponsorship for employment at any point.
What You'll Do:
  • Participate in a comprehensive program to develop skills for providing holistic financial advice to clients.
  • Contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain direct sales experience marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.
Preferred Qualifications:
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

If you're interested and meet the requirements, please apply. Contact us with any inquiries about your application or the hiring process.



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