Financial Professional Trainee - Benefits 401K
Company: Mutual of Omaha
Location: Mesa
Posted on: November 12, 2024
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Job Description:
Financial Representative Trainee (Sales) - Phoenix, AZ Location:
Arizona Work Type: Full Time Regular Job No: 503424 Categories:
Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled SHARE 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. WHAT WE CAN OFFER YOU: 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 earn 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. Associates
working 40 hours a week can receive up to 40 hours of personal time
in 2024, which is prorated based on the start date. Additionally,
you will receive two floating holidays in 2024 by way of personal
time that may be used at your discretion. 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 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. 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: Ability to successfully
achieve criteria of Trainee Program. Ability to pass and apply for
appropriate insurance licenses within 14 days of entry into the
job, max of 2 attempts at Life and Health exam Must pass the
CRD/FINRA background check at hire and ongoing, as the training
program criteria requires Financial Representatives to obtain
securities licensing within 24 months of entry into the program.
Highly self-motivated and results-oriented with ability to work
independently and as part of a team. Ability to travel up to 50% of
the work period, hold and maintain a valid U.S. driver's license,
and have access to reliable transportation to attend appointments
and meetings You promote a culture of diversity and inclusion,
value different ideas and opinions, and listen courageously,
remaining curious in all that you do. PREFERRED: 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
careersmutualofomaha.com. Need help? Email Us Apply Now Great place
to work Together we achieve greatness. Not only is this a core
value, but it---s also representative of the kind of place we are
--- built by the strength and integrity of our employees. It---s
why we---re named a ---Great Place to Work---. See All Awards 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. Discover Our
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Keywords: Mutual of Omaha, Casa Adobes , Financial Professional Trainee - Benefits 401K, Accounting, Auditing , Mesa, Arizona
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