Financial Representative

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

Benefits offered by this job

401(k) plan

Vacation & holidays

Uncapped incentives

Training program

Job summary

Mutual of Omaha invites driven individuals to join an Accelerator Program as Financial Representative Trainees. This trainer-led experience blends self-study, hands-on projects, and mentorship to prepare you for building a sustainable financial practice focused on Individual Insurance.

You’ll be part of a structured trainee path with earnings from $36,000 to $75,000 in your first year, plus uncapped incentives after training. A $1,000 bonus is awarded after successful completion and promotion.

Qualifications

• Must be highly self-motivated and results-driven.
• Willing to travel up to 50% within the local metro area.
• Must possess a valid U.S. driver’s license and access to reliable transportation.
• Must obtain insurance licenses (Life and Health) with up to two attempts allowed.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via research, networking, and social channels.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content, proposals, and paperwork to ensure a smooth application and underwriting process.

Skills

Self-motivated

Results-oriented

Travel readiness

Education

Bachelor's degree 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!
• $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 Advisor within 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.