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Mutual of Omaha · 14 hours ago

Financial Advisor

Phoenix, AZ

Full-time

Hybrid

New Grad, Entry Level

$36K/yr - $75K/yr

Mutual of Omaha is seeking passionate individuals to join their Accelerator Program, designed to set up trainees for long-term success in the financial services industry. As a Financial Representative Trainee, you will develop skills to provide holistic financial advice, gain direct sales experience, and learn to market Individual Insurance products to clients.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance

No H1B

Hiring Manager

Shawna Melville

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

Insurance licensesSales experienceFinancial adviceNetworking skillsFinancial servicesSelf-motivatedTeamworkCommunication skills

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