Financial Representative Trainee (Sales)

Mutual of Omaha; Richmond (VA); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Hourly Wage during trainee period: $16/hour

Promotion to Financial Representative

$1000 bonus after trainee period

401(k) plan with company contribution

Paid vacation and holidays

Job summary

A leading financial services firm is seeking a Financial Representative Trainee to join its Accelerator Program in Richmond, Virginia. This position offers comprehensive training in Selling Individual Insurance products and aims to establish a sustainable financial practice. The role provides a competitive salary range of $36,000 to $85,000 per year, with additional bonuses and benefits included.

Qualifications

• Must meet trainee program requirements.
• Obtain required insurance licenses prior to starting.
• Be able to work independently and as part of a team.

Responsibilities

• Participate in a comprehensive program to develop skills for financial advice.
• Gain direct sales experience in Individual Insurance products.
• Oversee completion of proposals and paperwork flow.

Skills

Self-motivated

Results-oriented

Communication

Networking

Education

Bachelor's degree or equivalent preferred

Job description

Overview

Financial Representative Trainee (Sales)

This range is provided by Mutual of Omaha. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $36,000.00/yr - $85,000.00/yr

Additional compensation types: Annual Bonus and Commission

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 self-study, hands-on projects, and mentorship, you’ll receive training and support to run your own business and build a rewarding career.

What we can offer you

• Hourly Wage: $16/hour during the trainee period (up to 30 days).
• Promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive after trainee period.
• $1000 bonus after successful completion of trainee period and promotion.
• Education-based Accelerator Program to transition to 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 2025, including 2 floating holidays.
• Regular associates receive sick leave through personal time; 40 hours of personal time in 2025 prorated by start date.
• Applicants for this position must not require sponsorship for employment now or in the future.

What you’ll do

• Participate in a comprehensive program to develop skills to provide holistic financial advice. Engage in classroom discussions, goal setting, and progress evaluations.
• Gain direct sales experience in marketing Individual Insurance products and pass a sales process competency test.
• Develop prospecting skills through research, targeting, networking, communication, and more using personal networks, community events, and social media.
• Acquire an in-depth understanding of product offerings and demonstrate expertise in features and benefits.
• Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office to ensure a smooth application and underwriting process.

What you’ll bring

• Meet trainee program requirements and gain skills to excel.
• Obtain required insurance licenses prior to starting, with up to two attempts for the Life and Health exam.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months of entry.
• Be highly self-motivated, results-oriented, and able to work independently and as part of a team.
• Travel up to 50% of the time; hold a valid U.S. driver’s license and have reliable transportation for meetings.
• Promote a culture of diversity and inclusion, value different ideas, and stay curious.

Preferred

• Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
• Bachelor’s degree or equivalent preferred but not required.

Additional information

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

For inquiries about your application or the hiring process, please email our Talent Acquisition area at [e-mail].