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Financial Representative Trainee - Sales

Financial Representative Trainee - Sales

Mutual of OmahaMartinsville, IN, United States
6 days ago
Job type
  • Full-time
Job description

Are you a driven and self-motivated individual eager to kickstart your career in financial services? Join our Accelerator Program, a unique trainee experience that prepares you for long-term success. As a Financial Representative Trainee, you will engage in a comprehensive program designed to equip you with the skills to excel in selling Individual Insurance products and building a sustainable financial practice.

WHAT WE OFFER YOU :

  • Begin your career with potential earnings ranging from $36,000 to $75,000 in your first year, plus uncapped incentives after completing training—your effort directly impacts your earnings!
  • Receive a $1000 bonus upon successfully completing the trainee period and being promoted to Financial Representative.
  • Participate in our education-focused Accelerator Program, paving the way to becoming an independent Financial Advisor.
  • Benefit from a 401(k) plan that includes a 2% company contribution and a 6% company match.
  • Enjoy work-life balance through vacation, personal time, and paid holidays. See our benefits and perks for more details.
  • This position is open to applicants who will not require future employment sponsorship.

WHAT YOU'LL DO :

  • Fully engage in a comprehensive program aimed at developing your ability to provide holistic financial advice. Participate in discussions, goal-setting sessions, and evaluations.
  • Gain direct sales experience by marketing Individual Insurance products and successfully passing a sales competency test.
  • Develop and maintain essential prospecting skills through networking, research, and effective communication.
  • Deeply understand our product offerings and demonstrate expertise in their features and benefits.
  • Manage proposals and paperwork effectively, ensuring a seamless application and underwriting process.

    • WHAT YOU'LL BRING :

  • Commitment to meeting all trainee program requirements essential for success.
  • Ability to obtain necessary insurance licenses prior to starting, with two attempts allowed for the Life and Health exam.
  • Pass the CRD / FINRA background check upon hire and ongoing; securities licensing is required within 24 months of entering the program.
  • Exhibit high self-motivation and results orientation, thriving both independently and in a team environment.
  • Willingness to travel up to 50% of the time, maintain a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
  • Embrace and promote a culture of diversity and inclusion, valuing varied ideas and opinions.

    • PREFERRED :

  • Knowledge of the Insurance / Financial Services industry and products.
  • A Bachelor's degree or equivalent experience is preferred but not mandatory.

    • We value diverse experiences, skills, and a passion for innovation. If your qualifications align with our requirements, we encourage you to apply!

    For inquiries about your application or the hiring process, please email our Talent Acquisition area.

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    Financial Representative • Martinsville, IN, United States