Financial Representative Trainee (Sales) - Sacramento, CA

$33,280 - $36,000/Yr

Mutual of Omaha - Sacramento, CA

Full-time - Entry Level

Sacramento, CA

Insurance Carriers and Related Activities

About the position

As a Financial Representative Trainee, you will engage in a structured program designed to develop your skills in selling Individual Insurance products. This role combines self-study with hands-on experience, preparing you for a successful career as a Financial Representative. The position offers a starting wage and the potential for promotion upon successful completion of training and licensing requirements.

Responsibilities

• Participate in a comprehensive training program to develop skills for providing financial advice.
• Contribute to classroom discussions and participate in goal-setting sessions.
• Demonstrate sales skills and pass a sales process competency test.
• Gain direct sales experience in marketing Individual Insurance products.
• Cultivate and maintain strong relationships with internal business partners.
• Understand product offerings and demonstrate expertise in their features and benefits.
• Oversee the completion of content, proposals, and paperwork flow throughout the application and underwriting process.

Requirements

• Ability to successfully achieve criteria of Trainee Program.
• Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job.
• Must pass the CRD/FINRA background check at hire and ongoing.
• Highly self-motivated and results-oriented with the ability to work independently and as part of a team.
• Ability to travel up to 50% of the work period and maintain a valid U.S. driver's license.

Nice-to-haves

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

Benefits

• 401(k) plan with a 2% company contribution and 6% company match.
• Up to 15 days of vacation each year for regular associates working 40 hours a week.
• 11 paid holidays in 2024, including 2 floating holidays.
• Sick leave provided through personal time.
• Up to 40 hours of personal time in 2024, prorated based on start date.