Financial Rep - Upcoming Grad
Company: Mutual of Omaha
Location: Richmond
Posted on: October 7, 2024
Job Description:
Financial Representative Trainee
Summary: Develop skills to provide holistic financial advice to
clients, market Individual Insurance products, and build strong
relationships with internal business partners.
Location: Virginia
Work Type: Full Time Regular
Categories: Sales, Early Career Programs, Financial Representative
Trainee
Job Description:
As a Financial Representative Trainee, you will embark on a
comprehensive program designed to equip you with the skills and
competencies necessary to excel in selling Individual Insurance
products. This dynamic program includes a combination of self-study
and hands-on-experience projects, all tailored to a structured
curriculum.
- You'll participate in a comprehensive program to develop the
skills required to provide holistic financial advice to
clients.
- You'll demonstrate appropriate skills and pass a sales process
competency test.
- You'll gain invaluable direct sales experience in marketing
Individual Insurance products to clients.
- You'll cultivate and sustain strong relationships with internal
business partners.
- You'll oversee completion of content, proposals and paperwork
flow throughout the field and Home Office, ensuring a seamless
application and underwriting process.
What We Offer:
- Hourly Wage: Trainee starting wage will be $16/hour for up to
30 days.
- Promotion to a Financial Representative with a $36,000 annual
base plus monthly sales incentive opportunity after successful
completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully
transition you into an independent Financial Advisor.
- Benefits and Perks, 401(k) plan with a 2% company contribution
and 6% company match.
- Regular associates working 40 hours a week can receive up to 15
days of vacation each year.
- Regular associates receive 11 paid holidays in 2024, which
includes 2 floating holidays that are added to your prorated
personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of
personal time.
Requirements:
- Ability to successfully achieve criteria of Trainee
Program.
- Must pass and apply for appropriate insurance licenses within
14 days of entry into the job.
- Must pass the CRD/FINRA background check at hire and
ongoing.
- Highly self-motivated and results-oriented with ability to work
independently and as part of a team.
- Access to reliable transportation in order to attend
appointments and meetings.
- Ability to travel up to 50% of the work period and maintain a
valid driver's license.
Preferred:
- Knowledge of the Insurance/Financial Services industry,
products and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
About Us:
We value diverse experience, skills, and passion for innovation.
Our company is built by the strength and integrity of our
employees, and we're named a "Great Place to Work".
We're committed to creating an authentic and inclusive culture
where your strengths and differences will be valued and celebrated
by a diverse community of co-workers.
Related Job Openings:
- Financial Representative Trainee - Guaynabo, Puerto
Rico
- Financial Representative Trainee - Houston, TX
- Sales Trainee (Group Insurance) - Multiple Locations
Keywords: Mutual of Omaha, Norfolk , Financial Rep - Upcoming Grad, Accounting, Auditing , Richmond, Virginia
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