Financial Representative ...
Mutual of Omaha, Grove, Sir Benfro - Pembrokeshire
- Full time
- Permanent
Apply on company site
Branch Manager
Wolseley, Aberteifi, Sir Ceredigion - Ceredigion
- Full time
- Permanent
Apply on company site
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!
- 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.
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 .
Direct job link
Jobs by core skill
Sales
Sales jobs by area
Sales jobs in Abingdon-on-Thames
Sales jobs in Andover
Sales jobs in Ashford
Sales jobs in Aylesbury
Sales jobs in Banbury
Sales jobs in Basingstoke
Sales jobs in Benson
Sales jobs in Bicester
Sales jobs in Bracknell
Sales jobs in Brighton and Hove
Sales jobs in Burford
Sales jobs in Canterbury
Sales jobs in Carterton
Sales jobs in Charlbury
Sales jobs in Chatham
Sales jobs in Chipping Norton
Sales jobs in City of London
Sales jobs in Clacton-on-Sea
Sales jobs in Crawley
Sales jobs in Dartford
Sales jobs in Didcot
Sales jobs in Eastbourne
Sales jobs in Eastleigh
Sales jobs in Eynsham
Sales jobs in Fareham
Sales jobs in Faringdon
Sales jobs in Grove
Sales jobs in Guildford
Sales jobs in Hastings
Sales jobs in Henley-on-Thames
Sales jobs in High Wycombe
Sales jobs in Hythe
Sales jobs in Kidlington
Sales jobs in Luton
Sales jobs in Maidstone
Sales jobs in Milton Keynes
Sales jobs in Oxford
Sales jobs in Peacehaven
Sales jobs in Portsmouth
Sales jobs in Rayleigh
Sales jobs in Reading
Sales jobs in Romsey
Sales jobs in Ryde
Sales jobs in Sevenoaks
Sales jobs in Shanklin
Sales jobs in Shoreham-by-Sea
Sales jobs in Slough
Sales jobs in Southampton
Sales jobs in Thame
Sales jobs in Wallingford
Sales jobs in Wantage
Sales jobs in Winchester
Sales jobs in Witney
Sales jobs in Woking
Sales jobs in Woodstock
Sales jobs in Worthing