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Job Details

Financial Representative Trainee - Sales

  2025-09-08     Mutual of Omaha     Rockaway Beach,MO  
Description:

Are you a driven and self-motivated individual eager to jumpstart your career in the financial services sector? We invite you to become a part of our Accelerator Program, a dynamic trainee experience tailored to set you on the path to long-term success. As a Financial Representative Trainee, you will engage in an extensive program that equips you with the skills and competencies essential for selling Individual Insurance products and establishing a sustainable, holistic financial practice. Through a combination of self-study, practical projects, and mentorship from experienced professionals, you will acquire the training and support necessary to manage your own business and forge a rewarding career.

WHY CHOOSE US:

  • Earn between $36,000 and $75,000 in your first year, with uncapped incentives after completing training—where your dedication directly impacts your earnings!
  • Receive a $1000 bonus upon successful completion of the trainee period and advancement to a Financial Representative.
  • Benefit from our education-centric Accelerator Program designed to transition you into an independent Financial Advisor.
  • Enjoy a 401(k) plan with a 2% company contribution and a 6% company match.
  • Maintain work-life balance with vacation time, personal days, and paid holidays.
  • Applicants must not require sponsorship for employment now or in the future.

YOUR ROLE:

  • Engage in an extensive program to develop the skills necessary to offer comprehensive financial advice to clients, actively participating in classroom discussions and goal-setting sessions.
  • Gain valuable direct sales experience while marketing Individual Insurance products and pass a competency test in the sales process.
  • Enhance your prospecting abilities by utilizing research, networking, and communication skills through personal connections, community events, and social media.
  • Develop a thorough understanding of our product offerings, demonstrating expertise in their features and benefits.
  • Oversee the completion of content, proposals, and paperwork to ensure a seamless application and underwriting process.

WHAT YOU NEED TO SUCCEED:

  • Meet all trainee program requirements, gaining the necessary skills and knowledge to excel.
  • Obtain the required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
  • Pass a CRD/FINRA background check upon hire and maintain throughout employment, with securities licensing required within 24 months of entry into the program.
  • Be highly self-motivated and results-oriented, capable of working independently and collaboratively.
  • Willingness to travel up to 50% of the time, hold a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
  • Foster a culture of diversity and inclusion, appreciating varied perspectives and engaging in active listening.

PREFERRED QUALIFICATIONS:

  • Knowledge of the Insurance/Financial Services industry, including products and marketing practices.
  • A Bachelor's degree or equivalent experience is preferred but not mandatory.

If your experience aligns with these requirements, we encourage you to apply! You may also reach out to our Talent Acquisition area for any queries regarding your application.

Location: Springfield, MO


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