Financial Representative

About the role

We are seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

Responsibilities

• Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
• Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
• Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
• Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements

• 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 within the local metro area, 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.

Qualifications

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

Skills

• Self-motivation and results orientation.
• Ability to work independently and as part of a team.
• Travel ability up to 50% of the time within the local metro area.
• Valid U.S. driver's license.
• Curiosity and openness to learning new things.

Benefits

• Earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
• $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
• Education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays.

Pay

Starting salary range: $36,000 - $75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!

Schedule

Flexible schedule to accommodate your needs and the demands of the job.

Application

To apply, please email your resume and cover letter to careers@mutualofomaha.com. For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.

Fair Chance Notice

We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by law.