Financial Representative Trainee (Sales) - Columbia, SC
Company: Mutual of Omaha
Location: Gilbert
Posted on: June 27, 2025
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Job Description:
Financial Representative Trainee (Sales) - Columbia, SC
Location: South Carolina Work Type: Full Time Regular Job No:
503740 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 . Fair Chance Notices
Need help? Email Us Apply Now 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”. See All Awards 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. Discover Our Culture Related Job Openings Financial
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Keywords: Mutual of Omaha, Columbia , Financial Representative Trainee (Sales) - Columbia, SC, Sales , Gilbert, South Carolina
