Current jobs related to Financial Professional Trainee - Richardson - Mutual of Omaha

  • Financial Professional Trainee

    2 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    2 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    4 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program...

  • Financial Professional Trainee

    3 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    1 week ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program...

  • Financial Professional Trainee

    2 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    2 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    2 weeks ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    1 week ago

    Richardson, United States Mutual of Omaha Full time

    Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Reporting Professional

    5 days ago

    Richardson, Texas, United States American Cybersystems Full time

    Job Summary:We are seeking a highly skilled Financial Analyst to join our team at American Cybersystems. As a Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support business...

  • Contract Bonds Underwriter Trainee

    1 month ago

    Richardson, Texas, United States Great American Insurance Group Full time

    About the Position:Join our team at Great American Insurance Group's Bond Division and kickstart your career in contract underwriting This is a unique opportunity for trainees to learn the ins and outs of surety bond underwriting alongside industry experts. If you have a Bachelor's degree in general business, Accounting, Finance, or related disciplines and...

  • Contract Bonds Underwriter Trainee

    2 months ago

    Richardson, United States Great American Insurance Group Full time

    Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty...

  • Financial Analyst

    24 hours ago

    Richardson, Texas, United States American Cybersystems Full time

    Job Description:**Financial Analyst Role**We are seeking a highly skilled Financial Analyst to join our team at American Cybersystems. As a Financial Analyst, you will play a critical role in the development and implementation of financial strategies that drive business growth and profitability.Key Responsibilities:Develop and maintain financial models and...

  • Senior Financial Analyst

    2 weeks ago

    Richardson, Texas, United States Associa Full time

    Join Our Team as a Senior Financial AnalystWe are seeking an experienced financial professional to take on the role of Senior Financial Analyst, responsible for overseeing the month-end closing processes and the preparation of financial reports for a variety of organizations, with a particular emphasis on Non-Profit Entities.This position involves:Providing...

  • Accounting Professional

    3 days ago

    Richardson, Texas, United States Associa Full time

    Job Description**Accountant (Intern) Role at Associa**Associa, a leading community management company, is seeking an experienced Accountant (Intern) to join our team. As an Accountant (Intern), you will play a critical role in maintaining the financial records and ensuring the accuracy of financial data.Key Responsibilities:Maintain accurate and up-to-date...

  • Financial Reporting Specialist

    23 hours ago

    Richardson, Texas, United States American Cybersystems Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Analyst to join our team at American Cybersystems. As a Financial Reporting Analyst, you will be responsible for preparing and analyzing financial reports, statements, and other financial data to ensure accuracy and compliance with regulatory requirements.Key ResponsibilitiesPrepare and analyze...

  • Accounting Professional

    7 days ago

    Richardson, Texas, United States Halff Full time

    Job Summary:The Project Accountant will be responsible for managing the financial activities related to assigned projects and key clients. This role requires a strong background in accounting and project management, excellent leadership skills, and the ability to work effectively with cross-functional teams.Key Responsibilities:Manage the billing process for...

  • Financial Reporting Specialist

    2 weeks ago

    Richardson, Texas, United States American Cybersystems Full time

    Position Overview:American Cybersystems is seeking a dedicated Financial Reporting Analyst to join our dynamic team. This role is pivotal in the preparation and analysis of financial documents and reports.Key Responsibilities:Prepare comprehensive financial statements and reports through meticulous accounting practices and analysis.Conduct research and...

  • Financial Accountant

    2 weeks ago

    Richardson, Texas, United States DuPont Full time

    Join a Recognized Leader in Business Advisory Have you ever been part of an organization where an overwhelming majority of employees: Look forward to their daily responsibilitiesAre encouraged to maintain a healthy work-life balanceAre trusted to work independently without constant oversightBelieve in the integrity of their leadershipStrive for excellence in...

  • Financial Data Analyst

    6 days ago

    Richardson, Texas, United States American Cybersystems Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at American Cybersystems. As a key member of our accounting team, you will be responsible for preparing financial reports and statements by performing accounting and analysis, preparing journal entries and account reconciliations.Key ResponsibilitiesPrepare financial...

Financial Professional Trainee

1 month ago

Richardson, United States Mutual of Omaha Full time
Financial Representative Trainee - Dallas, TX

Location: Texas
Work Type: Full Time Regular
Job No: 502865
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

WHAT WE CAN OFFER YOU:

  • Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into 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 2024, 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 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • 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 demonstrate appropriate skills and pass a sales process competency test.
  • You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You’ll cultivate and sustain strong relationships with internal business partners. 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:

  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Access to reliable transportation in order to attend appointments and meetings.
  • Ability to travel up to 50% of the work period and maintain a valid driver’s license.
  • 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.

 

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 Renewal Executive - Irvine, CA

California | 503245

Financial Representative Trainee - Sacramento, CA

California | 502876

Financial Representative Trainee - Denver, CO

Colorado | 502864