Financial Representative

Mutual of Omaha; Phoenix (AZ); On-site; USD 16,000 - 36,000; Full time

Benefits offered by this job

401(k) plan with company match

Work-life balance with paid time off

$1,000 bonus after successful completion of training

Job summary

A leading company in the financial services sector seeks driven individuals for their Financial Representative Trainee program in Phoenix, AZ. This comprehensive program equips trainees with skills to provide holistic financial advice and transition into independent Financial Advisors. Competitive hourly wage during training and promotional incentives available upon completion.

Qualifications

• Must obtain insurance licenses prior to starting the job.
• Knowledge of the Insurance/Financial Services industry is preferred.

Responsibilities

• Develop skills to provide holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products.
• Conduct goal setting and progress evaluation meetings.

Skills

Sales skills

Communication

Self-motivation

Targeting

Networking

Education

Bachelor's degree (preferred)

Insurance licenses

Job description

Financial Representative Trainee (Sales) - Phoenix, AZ

Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha

Continue with Google Continue with Google

Financial Representative Trainee (Sales) - Phoenix, AZ

2 days ago Be among the first 25 applicants

Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha

Get AI-powered advice on this job and more exclusive features.

Sign in to access AI-powered advices

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

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:

• Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
• Upon completion of the trainee period, promotion to a Financial Representative with a$36,000 annual base plus unlimited monthly sales incentive.
• $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.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor 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, 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, please apply!

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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance and Financial Services

Referrals increase your chances of interviewing at Mutual of Omaha by 2x

Sign in to set job alerts for “Financial Representative” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

Loan Trading - Corporate Banking Middle Office, Analyst

Scottsdale, AZ
$90,000.00
-
$125,000.00
1 week ago

Branch Operations Specialist-Scottsdale, AZ

Scottsdale, AZ
$65,000.00
-
$85,000.00
3 weeks ago

Phoenix, AZ
$85,000.00
-
$105,000.00
1 week ago

Phoenix, AZ
$43,888.00
-
$85,068.00
6 days ago

Tempe, AZ
$42,254.00
-
$73,391.00
1 week ago

Financial Services Representative (Gilbert, AZ)

Analyst-Compliance, Global Financial Crimes Compliance, Audit Management

Scottsdale, AZ $85,000 - $95,000 3 days ago

Phoenix, AZ $110,000 - $125,000 2 weeks ago

Clinical Engineering Field Support Coordinator

Branch Relationship Banker (Personal Banker) - Biltmore/Phoenix (AZ)

Financial Services Representative - SIE (Gilbert, AZ)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.