Mutual of Omaha · 3 months ago
Financial Representative Trainee (Sales)
Richmond, VA
Full-time
Onsite
New Grad, Entry Level
$16/hr - $16/hrMutual of Omaha is seeking passionate individuals to join their Accelerator Program, a dynamic trainee experience designed for long-term success in the financial services industry. As a Financial Representative Trainee, you will receive comprehensive training to excel in selling Individual Insurance products and building a sustainable financial practice.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
No H1B
Hiring Manager
Joel Driscoll
Responsibilities
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
Qualification
Required
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
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment
Preferred
Knowledge of the Insurance/Financial Services industry, products and marketing practices
Bachelor's degree or equivalent preferred but not required
Benefits
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.
Company
Mutual of Omaha
Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals.
Founded in 1909
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James Blackledge
CEO
David A. Diamond
EVP, CFO and Treasurer (Retired)
Recent News
2025-12-24
2025-11-15
Company data provided by crunchbase