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Financial Representative Trainee - Sales

Financial Representative Trainee - Sales

Mutual of OmahaJefferson, WI, United States
5 days ago
Job type
  • Full-time
Job description

Are you an ambitious, self-driven individual looking to launch your career in the financial services sector? Join our Accelerator Program—a comprehensive trainee experience tailored for your long-term success. As a Financial Representative Trainee, you'll engage in a dynamic program that equips you with essential skills to excel in selling Individual Insurance products while establishing a sustainable financial practice. With a blend of self-study, practical projects, and mentorship, you'll receive the guidance needed to manage your own business and thrive in your career.

WHAT WE OFFER :

  • Kickstart your career with earnings ranging from $36,000 to $75,000 in your first year, plus uncapped incentives upon completing training—your efforts drive your earnings!
  • Receive a $1000 bonus after successfully completing the trainee period and being promoted to Financial Representative.
  • Participate in our education-based Accelerator Program designed to seamlessly transition you into an independent Financial Advisor role.
  • Benefit from a 401(k) plan featuring a 2% company contribution and a 6% company match.
  • Enjoy work-life balance with vacation time, personal days, and paid holidays.
  • Applicants must not require employment sponsorship now or in the future.

YOUR RESPONSIBILITIES :

  • Engage in a detailed training program to hone your skills in providing holistic financial advice to clients, actively participating in discussions and goal-setting sessions.
  • Gain firsthand sales experience by marketing Individual Insurance products and passing a sales competency test.
  • Develop your prospecting abilities in research, networking, and communication through personal networks and community engagements.
  • Build a comprehensive understanding of our product offerings, showcasing expertise in their features and advantages.
  • Manage the completion of proposals, documents, and application processes, ensuring a seamless interaction between field and Home Office.

    • YOUR QUALIFICATIONS :

  • Successfully meet all trainee program requirements to gain essential skills and knowledge.
  • Acquire necessary insurance licenses before starting the position, with up to two attempts allowed for the Life and Health exam.
  • Pass the CRD / FINRA background check at hire, with ongoing checks, and secure securities licensing within 24 months of the program's start.
  • Be highly self-motivated and results-oriented, demonstrating the ability to work both independently and collaboratively.
  • Be willing to travel up to 50% of the time and possess a valid U.S. driver's license and reliable transportation for meetings.
  • Champion a culture of diversity and inclusion, valuing diverse perspectives and fostering a curious mindset.

    • PREFERRED QUALIFICATIONS :

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

    • If your experience resonates with the qualifications outlined, we encourage you to apply!

    For inquiries about your application or the hiring process, please reach out to our Talent Acquisition team at careers@mutualofomaha.com.

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