FINANCIAL REP - UPCOMING GRAD

Company: Mutual of Omaha
Location: Chelsea
Posted on: November 19, 2024

Job Description:

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Financial Representative Trainee (Sales)--Boston, MA

Location: Massachusetts

Work Type: Full Time Regular

Job No: 503420

Categories: Sales, Early Career Programs, Financial Representative Trainee

Application Closes: Open Until Filled




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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're 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. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. -




WHAT WE CAN OFFER YOU:

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• Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. -
  
• Upon completion of the trainee period, promotion to a Financial Representative with a---$36,000 annual base plus unlimited monthly sales incentive. -
  
• $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. -
  
• 
  Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
  
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  
• Regular associates receive 11 paid holidays in 2025, 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. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. -
  
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. -
  
  
  
  
  
  WHAT YOU'LL DO:
  
  • 
    
  • 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.
    
    
    
    
    
    WHAT YOU'LL BRING:
    
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    • 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:
      
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      • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
        
      • Bachelor's degree or equivalent preferred but not required.
        
        
        
        
        
        We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! -
        
        
        
        
        After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
        
        
        Need help? Email Us
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        Great place to work
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        An inclusive culture
        Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.
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Keywords: Mutual of Omaha, Taunton , FINANCIAL REP - UPCOMING GRAD, Accounting, Auditing , Chelsea, Massachusetts