Financial Representative

1 week ago

Indianapolis, IN, United States Mutual of Omaha Full time

Are you a motivated individual ready to launch your career in the financial services sector? We invite you to join our Accelerator Program, a unique trainee experience tailored for your long-term success. As a trainee Financial Representative, you'll engage in a comprehensive program designed to equip you with the essential skills and knowledge to sell Individual Insurance products while building a sustainable financial practice.

WHAT WE OFFER YOU:

  • Start your journey with earning potential ranging from $36,000 to $75,000 in your first year, plus unlimited incentives upon completing your training - your efforts will directly influence your earnings
  • Receive a $1000 bonus upon successful completion of the trainee period and promotion to Financial Representative.
  • Participate in an education-based Accelerator Program that effectively transitions you into an independent Financial Advisor.
  • Take advantage of a 401(k) plan featuring a 2% company contribution and 6% matching.
  • Enjoy a healthy work-life balance with vacation time, personal days, and paid holidays. Check our benefits and perks for more details.
  • Please note that applicants must not require sponsorship for employment, now or in the future.

YOUR ROLE:

  • Participate actively in a comprehensive program focused on developing skills for offering holistic financial advice to clients through discussions, goal-setting sessions, and evaluations.
  • Gain hands-on sales experience by marketing Individual Insurance products and passing a sales process competency test.
  • Hone your prospecting skills, including research, networking, and communication via personal networks, community events, and social media.
  • Deepen your understanding of our product offerings, showcasing expertise in their features and benefits.
  • Manage documentation, proposals, and the application process to ensure a seamless experience for clients.

WHAT YOU BRING:

  • Commitment to fulfilling all trainee program requirements, acquiring the skills needed for success.
  • Ability to obtain necessary insurance licenses before starting, with up to two attempts for the Life and Health exam allowed.
  • Pass a CRD/FINRA background check at the time of hire, with securities licensing required within 24 months of entering the program.
  • Exhibit high self-motivation and result orientation, thriving both independently and in a team environment.
  • Willingness to travel up to 50% of the time, possess a valid U.S. driver's license, and have reliable transportation for meetings.
  • Embrace a culture of diversity and inclusion, valuing different perspectives and listening with curiosity.

PREFERENCES:

  • Familiarity with the Insurance/Financial Services industry, products, and marketing practices is a plus.
  • A Bachelor’s degree or equivalent experience is preferred but not mandatory.

If your background aligns with these requirements, we encourage you to apply

For any inquiries regarding your application or the hiring process, please reach out to our Talent Acquisition area via email.

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