Mutual of Omaha→
Financial Representative Trainee
Entry LevelOn-site
Location
Minneapolis, MN
Salary
$33k–$33k/yr
Experience
Not specified
Posted
5 days ago
Skills
lifehealth insurance licensingsecurities licensingindividual insurance products knowledgefinancial advisorysales process competencyprospecting skillscrd/finra background checkresults orientationcuriositydiversityinclusion
Job Description
Summary: Mutual of Omaha is seeking passionate individuals to join their Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients and gain valuable direct sales experience in marketing Individual Insurance products.
Responsibilities:
- You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
- You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test
- You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media
- You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits
- You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process
Required Qualifications:
- Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel
- Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam
- Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program
- Be highly self-motivated and results-oriented, working both independently and as part of a team
- Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do
Preferred Qualifications:
- Knowledge of the Insurance/Financial Services industry, products and marketing practices
- Bachelor's degree or equivalent preferred but not required
Required Skills: Life, Health insurance licensing, Securities licensing, Individual Insurance products knowledge, Financial advisory, Sales process competency, Prospecting skills, CRD/FINRA background check, Results orientation, Curiosity, Diversity, inclusion
Benefits: A $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., 401(k) plan with a 2% company contribution and 6% company match.
Benefits
A $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.