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.
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