Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico

Mutual of Omaha; Guaynabo (PR); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) plan with company match

Paid vacation and holidays

Bonus after trainee period

Uncapped incentives

Job summary

Mutual of Omaha is seeking energetic individuals to join its Accelerator Program as Financial Representative Trainees. You'll receive hands-on training, mentorship, and a path to build a holistic financial practice while selling Individual Insurance products.

You'll earn from $36,000 to $75,000 in your first year with uncapped incentives after training and a $1,000 bonus upon promotion to Financial Representative.

Qualifications

• Self-motivated and goal oriented enough to work independently and as part of a team.
• Willingness to obtain required licenses and pass background checks.
• Ability to travel up to 50% within the local metro area.

Responsibilities

• Develop the skills to provide holistic financial advice to clients and participate in goal-setting sessions.
• Gain direct sales experience marketing Individual Insurance products and complete a sales process competency test.
• Cultivate prospecting skills through personal networks, events, and social media to generate clients.
• Understand our product offerings and demonstrate their features and benefits.
• Oversee content, proposals and paperwork through the application and underwriting process.

Skills

Self-motivated

Results-oriented

Independent work

Team collaboration

Education

Bachelor's degree or equivalent

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!
• $1000 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 Advisorwithin 24 months or less.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• 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 within the local metro area, 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,