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, Newport News , Financial Rep - Upcoming Grad, Accounting, Auditing , Richmond, Virginia