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Financial Representative Trainee - Sales
Financial Representative Trainee - SalesMutual of Omaha • Kirklin, IN, United States
Financial Representative Trainee - Sales

Financial Representative Trainee - Sales

Mutual of Omaha • Kirklin, IN, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Are you a driven and self-motivated individual looking to kickstart your career in the dynamic financial services industry? Join our Accelerator Program designed to nurture your potential and position you for long-term success as a Financial Representative Trainee. Through a blend of self-study, hands-on projects, and experienced mentorship, you will acquire the necessary 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-$75,000 in your first year, complemented by uncapped incentives upon completing training—your effort dictates your income!
  • Receive a $1000 bonus after successfully completing the trainee period and being promoted to a Financial Representative.
  • Participate in an education-focused Accelerator Program to support your transition to an independent Financial Advisor.
  • Enjoy a 401(k) plan featuring a 2% company contribution and a 6% company match.
  • Benefit from a work-life balance that includes vacation, personal time, and paid holidays.
  • Note : Applicants must not currently, nor in the future, require sponsorship for employment.

YOUR ROLE :

  • Engage in a comprehensive program to develop your ability to provide holistic financial advice to clients, featuring interactive classroom discussions and goal-setting sessions.
  • Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
  • Hone your prospecting skills through research, networking, and effective communication, utilizing personal networks, community events, and social media.
  • Deepen your knowledge of our product offerings, showcasing expertise in their features and benefits.
  • Ensure seamless completion of content and paperwork throughout the application and underwriting process.

    • REQUIREMENTS :

  • Successfully complete all trainee program requirements to gain essential skills and knowledge.
  • Obtain required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
  • Pass the CRD / FINRA background check at hire and continue compliance; securities licensing is required within 24 months of entering the program.
  • Demonstrate high self-motivation and results-oriented focus, working both independently and collaboratively.
  • Willingness to travel up to 50% of the time, with a valid U.S. driver's license and reliable transportation for meetings and appointments.
  • Promote a culture of diversity and inclusion; value different perspectives and remain open to learning in all interactions.

    • PREFERRED QUALIFICATIONS :

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

    • If your experience aligns 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 • Kirklin, IN, United States

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