Financial Representative Trainee

Are you ready to embark on an exciting career journey in the world of financial services? 

Our client, Mutual of Omaha, is seeking individuals to join their team as a Financial Representative Trainee. In this role, you will undergo a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. 

What Is Offered: 

• Hourly Wage: Your starting wage will be $16/hour. After successfully completing the Accelerator Training Program and obtaining the necessary licensing, you will become a Financial Representative with a $36,000 annual base salary, along with monthly sales incentives (subject to successful completion within 30 days). 
• 401(k) Plan: Enjoy the benefits of a 401(k) plan with a 2% company contribution and a generous 6% company match. 
• Paid Time Off: Regular associates working 40 hours a week can earn up to 15 days of vacation each year, in addition to paid holidays. 
• Sick Leave: Regular associates are provided sick leave through the use of personal time, with up to 56 hours available in 2023 (prorated based on the start date). 

What You'll Do: 

As a Financial Representative Trainee, you will: 

• Participate in a comprehensive program that develops the skills required to provide holistic financial advice to clients. 
• Actively engage in classroom discussions, goal-setting sessions, and progress evaluation meetings. 
• Demonstrate the appropriate skills and pass a sales process competency test. 
• Gain invaluable direct sales experience in marketing Individual Insurance products to clients. 
• Cultivate and sustain strong relationships with internal business partners, acquiring an in-depth understanding of our product offerings and demonstrating expertise in their features and benefits. 
• Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. 
• Stay informed of industry and government changes that impact individual insurance and maintain awareness of existing and evolving market trends. 

What You'll Bring: 

To succeed in this role, you should possess: 

• The ability to successfully meet the criteria of the Trainee Program. 
• The willingness to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam. 
• Strong communication, problem-solving, negotiation, and organizational skills. 
• High self-motivation and results-oriented mindset, with the ability to work independently and as part of a team. 
• Access to reliable transportation for attending appointments and meetings. 
• The capability to travel up to 50% of the work period and maintain a valid driver's license. 
• Proficiency in operating a PC and related software databases. 
• A commitment to promoting a culture of diversity and inclusion, valuing different ideas and opinions, and listening courageously in all that you do. 

Valuable Experience: 

While not required, the following experience and qualifications would be highly beneficial: 

• Knowledge of the Insurance/Financial Services industry, products, and marketing practices. 
• A bachelor's degree or equivalent. 

Our client, Mutual of Omaha, values diverse experiences, skills, and a passion for innovation. If your experience aligns with the listed requirements, we encourage you to apply today and take the first step towards an exciting and rewarding career in the financial industry.