Financial Representative Trainee

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.