Financial Representative Trainee

24 hours ago

Chestnut Hill MA, United States Mutual of Omaha Full time

Financial Representative Trainee (Sales)--Boston, MA

Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

 

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. 

WHAT WE CAN OFFER YOU:

  • Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. 
  • Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. 
  • $1000 bonus after successful completion of 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 , 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 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. 
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

  • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

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. 
  • Be highly self-motivated and results-oriented, working both independently and as part of a team. 
  • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. 
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • 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 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.

Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Related Job Openings

Virginia | 503368

Florida | 503421

Texas | 503429

  • Financial Representative Trainee

    24 hours ago

    Chestnut Hill, MA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Work Type: Full Time Regular Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator...

  • Financial Representative Trainee

    2 weeks ago

    Chestnut Hill, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: The Financial Representative Trainee position in Boston, MA is designed for motivated individuals eager to start a career in financial services. Participants will receive comprehensive training in selling Individual Insurance products and developing financial advisory...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Chestnut Hill, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is designed for motivated individuals looking to kickstart their careers in the financial services industry. Participants will undergo a comprehensive training program to develop sales skills in marketing Individual Insurance products and building a...

  • Financial Representative Trainee

    7 days ago

    Pleasant Hill, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA at Mutual of Omaha summary: The Financial Representative Trainee role involves a comprehensive training program to develop skills in selling Individual Insurance products and providing holistic financial advice. Trainees will engage in self-study, hands-on projects, and receive mentorship to...

  • Financial Rep – Upcoming Grad

    7 days ago

    Pleasant Hill, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role is an entry-level position designed for individuals who are eager to start a career in financial services. Participants will undergo a comprehensive training program focused on acquiring skills in selling insurance products and building a sustainable...

  • Financial Rep – Upcoming Grad

    4 weeks ago

    OCEAN BLUFF, MA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Services Representative

    2 weeks ago

    Richmond Hill, New York, United States Edward Jones Full time

    About the RoleAs a Financial Services Representative at Edward Jones, you will play a critical role in building and maintaining strong relationships with our clients. Your ability to understand their unique financial goals and provide tailored solutions will make all the difference in their journey to achieving financial success.You will work closely with...

  • Insurance Sales Representative

    3 days ago

    Rock Hill, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionOur team is seeking a motivated and dedicated Insurance Sales Representative to join our company. As an Insurance Sales Representative with Alchemy Group Financial, you'll help current and prospective customers determine which of our plans best fits their needs while building lasting relationships with them.To...

  • Financial Services Representative

    2 weeks ago

    Aspen Hill, Maryland, United States Rustman Agency Full time

    We are seeking skilled individuals to join our dynamic insurance team. As a Financial Services Representative, you will have the opportunity to work with people who have already expressed interest in life insurance policies.Our part-time role offers a competitive salary of $1,500-$3,000+ per month, while our full-time position can earn up to $7,000+++ per...

  • Financial Representative

    3 weeks ago

    Chapel Hill, United States UNC Health Care Full time

    Job Description Description Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.Summary:Responsible for performing a variety of complex pre-services, financial counseling and customer service related...

  • Entry Level Financial Representative

    14 hours ago

    Cherry Hill, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Cherry Hill, NJ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Financial Services Representative State Farm Agent Team Member

    1 week ago

    Spring Hill, Tennessee, United States Chris Obear - State Farm Agent Full time

    Company OverviewChris Obear - State Farm Agent is a successful insurance agency seeking a skilled Financial Services Representative to join their team. As a Financial Services Representative, you will play a vital role in marketing and selling financial products that manage everyday risks.Salary$55,000 - $65,000 per year, plus commission/bonusJob...

  • Diesel Mechanic Trainee Entry Level

    18 hours ago

    Milford, MA, United States Ryder System Full time

    Position Description Immediately Hiring a Permanent Full Time Diesel Technician Trainee. This role is Entry Level and DOES NOT REQUIRE Experience to be hired. We will pay you while training to become a Ryder Diesel Mechanic Technician in Milford, Massachusetts.If You're Interested in Starting a new Career then Ryder is Looking for YOU! For More Info Call...

  • Real Estate Leasing Specialist

    1 week ago

    Chestnut Hill, United States WS Development Full time

    About the JobAs a Real Estate Leasing Specialist, you will play a key role in maximizing the leasing potential of WS Development's shopping center portfolio. Your primary responsibility will be to analyze, plan, and implement leasing strategies to achieve financial and tenant mix objectives.Key Responsibilities:Analyze and understand the characteristics of...

  • Financial Services Representative

    4 weeks ago

    Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    OverviewCampbell & Company, Wealth Advisors, and Certified Public Accountants is a dynamic Wealth Management & CPA Firm celebrating 3 decades in business.Estimated Salary: $65,000 - $80,000 per yearThis compensation range takes into account the qualifications and experience required for the position, as well as industry standards for Financial Client Service...

  • Financial Services Professional

    1 week ago

    Cedar Hill, Texas, United States Rick Smith - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Financial Services Representative to join our State Farm Agent team. As a member of our team, you will play a critical role in helping customers manage everyday risks and achieve their financial goals.

  • Financial Analyst Planner

    16 hours ago

    Cherry Hill, United States Midas Tire & Auto Experts Full time

    Benefits: Competitive salary Employee discounts Health insurance Paid time off Summary: Direct financial activities, such as planning, payroll, vendor reconciliation, procurement and reporting for the organization. Duties and Responsibilities include the following. Other duties may be assigned. Prepare or direct completion of weekly Payroll and related...

  • Financial Services Professional

    1 week ago

    Cedar Hill, Texas, United States Rick Smith - State Farm Agent Full time

    Job OverviewThis role involves successfully marketing financial products that manage everyday risks. Proficient knowledge of financial products reinforces a sales-minded and consultative approach to educating customers on their financial options.ResponsibilitiesUse a customer-focused, needs-based review process to educate customers about insurance...

  • Healthcare Specialist

    1 week ago

    Chestnut Hill, United States Mass General Brigham Full time

    Job OpportunityWe are seeking a skilled Registered Nurse (RN) to join our team as a Med Surg healthcare specialist in Chestnut Hill, Massachusetts. This role offers the opportunity to work with patients in various settings within the community, delivering high-quality clinical services and promoting independence and quality of life.About the RoleThis...

  • Insurance Industry Financial Analyst

    2 weeks ago

    Richmond Hill, New York, United States Taxplan Services inc Full time

    Job OverviewWe are seeking a detail-oriented and organized Insurance Customer Service Representative to join our team at Taxplan Services inc.Key Responsibilities:Verify mathematical accuracy and proper coding in financial documents and entries.Classify, record, and summarize numerical and financial data for accurate financial records.Manage accounts by...