2 Sales jobs in Woodstock, Sir Benfro - Pembrokeshire

Financial Representative ...

Salary not available. View on company website.

Mutual of Omaha, Grove, Sir Benfro - Pembrokeshire

  • Full time
  • Permanent

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Posted 2 days ago, 11 Feb

Branch Manager

Salary not available. View on company website.

Wolseley, Aberteifi, Sir Ceredigion - Ceredigion

  • Full time
  • Permanent

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Posted 2 weeks ago, 29 Jan

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Financial Representative Trainee

Salary not available. View on company website.

Mutual of Omaha, Grove, Sir Benfro - Pembrokeshire

  • Onsite working
  • Full time
  • Permanent

Posted 2 days ago, 11 Feb

Job ref: 9074ea21239c4b50b72e84bddee778d3

Full Job Description

  • 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.

    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., 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.
  • We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

    Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a Great Place to Work .

  • 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.
  • 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.
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Direct job link

www.jobs24.co.uk/job/financial-representative-trainee-124607537
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