Mutual of Omaha is seeking passionate individuals to join their Accelerator Program, designed to set up trainees for long-term success in the financial services industry. As a Financial Representative Trainee, you will develop skills to provide holistic financial advice, gain direct sales experience, and learn to market Individual Insurance products to clients.
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
Skills
- 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
- Knowledge of the Insurance/Financial Services industry, products and marketing practices
- Bachelor's degree or equivalent preferred but not required
Benefits
- $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
- 401(k) plan with a 2% company contribution and 6% company match.
- Work-life balance with vacation, personal time and paid holidays.
Company Overview
Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals. It was founded in 1909, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.mutualofomaha.com.
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