Financial Representative Trainee - Sales - Mutual of Omaha : Job Details

Are you a driven and self-motivated individual eager to launch your career in the financial services industry? Join our Accelerator Program, a transformative trainee experience that will pave the way for your long-term success. As a Financial Representative Trainee, you will engage in a comprehensive program designed to equip you with the essential skills to sell Individual Insurance products and establish a profitable, holistic financial practice. With a blend of self-study, hands-on projects, and mentorship from seasoned professionals, you will receive the training and support necessary to thrive in your own business and build a fulfilling career.

WHAT WE OFFER YOU:

• Starting with an hourly wage of $16 during the training period, which lasts up to 30 days.
• Upon successful completion of the trainee period, you will be promoted to a Financial Representative with a base salary of $36,000 plus unlimited monthly sales incentives.
• A $1,000 bonus upon successful completion of the trainee period and promotion.
• An education-focused Accelerator Program to transition smoothly into an independent Financial Advisor role.
• Attractive benefits, including a 401(k) plan with a 2% company contribution and a 6% company match.
• If working 40 hours a week, you will be eligible for up to 15 vacation days per year.
• Regular associates enjoy 11 paid holidays in 2025, including 2 floating holidays for personal use.
• Generous sick leave policy that allows for up to 40 hours of personal time in 2025, prorated based on your start date.
• Applicants must not require sponsorship for employment at any point.

YOUR RESPONSIBILITIES:

• Engage in a comprehensive training program to develop skills for providing holistic financial advice to clients, collaborating in classroom discussions, and participation in goal-setting sessions and progress evaluations.
• Gain valuable sales experience in marketing Individual Insurance products to clients and demonstrate competency through a sales process test.
• Develop prospecting skills including research, targeting, networking, and communication through personal networks, community events, and social media outreach.
• Acquire in-depth knowledge of our product offerings, showcasing expertise in their features and benefits.
• Ensure seamless operations by overseeing content, proposals, and paperwork flow for application and underwriting processes involving both field and Home Office.

WHAT YOU BRING:

• Commitment to meet all trainee program requirements and attain the necessary skills to excel.
• Obtain required insurance licenses before starting, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check upon hiring and on a continuous basis, with securities licensing required within 24 months of entering the program.
• Demonstrate high self-motivation and results orientation, working independently and collaboratively as part of a team.
• Ability to travel up to 50% of the time, possess a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
• Embrace a culture of diversity and inclusion, valuing different ideas and opinions while exhibiting curiosity and active listening skills.

PREFERRED QUALIFICATIONS:

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

If your experience aligns with these requirements, we encourage you to apply. Together, we can achieve greatness!