Financial Representative

Mutual of Omaha; Villa Park (IL); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

$1,000 bonus after successful completion of trainee period

401(k) plan with company contribution

Work-life balance with vacation and personal time

Job summary

A leading financial services firm is seeking a Financial Representative Trainee to join their Accelerator Program in Villa Park, Illinois. This dynamic trainee experience offers the opportunity to earn between $36,000 and $75,000 in the first year, plus additional incentives post-training. The role involves comprehensive training to develop skills in selling Individual Insurance products and providing holistic financial advice. Candidates must be self-motivated, willing to travel, and capable of obtaining necessary insurance licenses.

Qualifications

• Meet all trainee program requirements and gain necessary skills.
• Obtain required insurance licenses with up to two attempts allowed for Life and Health exam.
• Pass CRD/FINRA background check at hire and ongoing.

Responsibilities

• Participate in a comprehensive program to develop skills for providing financial advice.
• Directly sell Individual Insurance products to clients.
• Cultivate and sustain prospecting skills through various networks.

Skills

Sales experience

Networking

Research skills

Communication

Self-motivation

Education

Bachelor’s degree or equivalent preferred

Job description

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:

• Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!
• $1,000 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.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work‑life balance with vacation, personal time and paid holidays.
• 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:

• 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:

• 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!