Financial Representative Trainee - Mutual of Omaha : Job Details

Are you a driven and self-motivated individual ready to launch your career in the financial services industry? Join our Accelerator Program, an engaging trainee experience designed for your long-term success. As a Financial Representative Trainee, you will participate in a comprehensive program that equips you with the skills necessary for selling Individual Insurance products and developing a sustainable financial practice.

Here's what you can expect:

• Earnings potential ranging from $36,000 to $75,000 in your first year, along with uncapped incentives upon completion of training.
• A $1,000 bonus upon successful completion of the trainee period and promotion to Financial Representative.
• An education-based Accelerator Program that transitions you to an independent Financial Advisor role.
• A 401(k) plan featuring a 2% company contribution and 6% company match.
• Work-life balance options including vacation, personal days, and paid holidays.
• Please note that all applicants must not require employment sponsorship now or in the future.

Responsibilities:

• You'll participate in a thorough training program to develop the necessary skills to provide comprehensive financial advice to clients.
• Gain direct sales experience by marketing Individual Insurance products and passing a sales process competency test.
• Develop essential prospecting skills through networking, communication, and attendance at community events.
• Achieve a deep understanding of our product offerings, showcasing expertise in their features.
• Oversee completion of client proposals and documentation, ensuring a smooth application and underwriting process.

What We're Looking For:

• Motivation to meet all trainee program requirements and gain the skills to excel.
• A willingness to obtain necessary insurance licenses, with up to two attempts allowed for the Life and Health exam.
• Ability to pass background checks and obtain securities licensing within 24 months.
• Self-motivated, results-oriented, and capable of working independently as well as in a team.
• Willingness to travel up to 50% of the time; must possess a valid U.S. driver's license and reliable transportation.
• An appreciation for diversity and inclusion, valuing different perspectives and actively listening to others.

Preferred Qualifications:

• Knowledge of the Insurance/Financial Services industry, including products and marketing.
• Bachelor's degree or equivalent experience is preferred but not required.

If your skills and passion align with this role, we encourage you to apply!

Location: Milwaukee, WI. After submitting your application, you can email our Talent Acquisition team for inquiries about the hiring process.

Together, we achieve greatness. Join us in a working environment that values integrity, strength, and collaboration!