Financial Representative Trainee (Sales) - Indianapolis, IN jobs in United States
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Mutual of Omaha · 1 day ago

Financial Representative Trainee (Sales) - Indianapolis, IN

Mutual of Omaha is seeking driven and self-motivated individuals to join their Accelerator Program as Financial Representative Trainees. This dynamic program equips trainees with the skills necessary to excel in selling Individual Insurance products and building a sustainable financial practice through mentorship and hands-on projects.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
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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 adviceProspecting skillsFinancial servicesDiversityInclusionSelf-motivatedTeamworkCommunication

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

Preferred

Knowledge of the Insurance/Financial Services industry, products and marketing practices
Bachelor's degree or equivalent preferred but not required

Benefits

$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.

Company

Mutual of Omaha

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Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals.

Funding

Current Stage
Late Stage

Leadership Team

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David A. Diamond
EVP, CFO and Treasurer (Retired)
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Brian Poppe
SVP, Income and Wealth Planning
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Company data provided by crunchbase