Financial Representative Trainee: Launch Your Advisor Path
Mutual of Omaha
Villa Park (IL)
On-site
USD 36,000 - 75,000
Full time
14 days+
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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
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.