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FINANCIAL REP - UPCOMING GRAD - Chelsea Massachusetts
Company: Mutual of Omaha
Location: Chelsea, Massachusetts
Posted On: 11/20/2024
Take the next step in your career now, scroll down to read the full role description and make your application.
Financial Representative Trainee (Sales)--Boston, MA
Location: Massachusetts
Work Type: Full Time Regular
Job No: 503420
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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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:
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- 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. -
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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, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. -
- Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. -
WHAT YOU'LL DO:
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- 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:
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- 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.
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