Financial Representative Trainee (Sales) - Braintree, MA - Concord Massachusetts

Company: Mutual of Omaha
Location: Concord, Massachusetts
Posted On: 05/09/2025

Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts
Work Type: Full Time Regular
Job No: 503738
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
SHARE 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. - WHAT WE CAN OFFER YOU:

• 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. -
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our - benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. - WHAT YOU'LL DO:
  • 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. WHAT YOU'LL BRING:
    • 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! - After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Great place to work 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". An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers. Related Job Openings Virginia
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