Financial Representative Trainee

3 weeks ago


Lewisville, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Dallas, TX

Location: Texas
Work Type: Full Time Regular
Job No: 503423
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.
  • Ability to 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.
  • Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
  • 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 Financial Representative Trainee (Sales) -- Richmond, VA

Virginia | 503368

Financial Representative Trainee (Sales) - Omaha, NE

Nebraska | 503247

Financial Representative Trainee (Sales) -- Chicago. IL

Illinois | 503417



  • Lewisville, Texas, United States Mutual of Omaha Full time

    Comprehensive Financial Advisor Trainee ProgramAt Mutual of Omaha, we are committed to providing our customers with exceptional financial services. As a Financial Representative Trainee, you will play a critical role in helping us achieve this goal.Key Responsibilities:Participate in a comprehensive training program to develop the skills required to provide...


  • Lewisville, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503423 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Lewisville, United States Modern Woodmen of America Full time

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.About the role...

  • Sales Representative

    1 month ago


    Lewisville, North Carolina, United States Lamarque agency Full time

    Job OpportunityWe are seeking highly motivated individuals to join our team as Sales Representatives. As a Sales Representative, you will be responsible for helping families and individuals protect their financial future by providing personalized life insurance coverage.Key Responsibilities:Qualify and set up appointments with clients to discuss life...


  • Lewisville, United States WESCO International Full time

    Job DescriptionAs a Customer Service Representative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicate solutions or requested information to the customer. You will analyze a customer's service needs...


  • Lewisville, United States WESCO International Full time

    Job Description As a Customer Service Representative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicate solutions or requested information to the customer. You will analyze a customer's service needs...

  • Customer Support

    3 weeks ago


    Lewisville, United States Digital Technology Solutions Llc Full time

    DTS is looking for Trading Support (Financial Brokerage) for our direct client Position in Lewisville, TX The Opportunity Support representative is responsible for providing exceptional customer service to clients in matters dealing with their Invest accounts.Servicing respon...


  • Lewisville, Texas, United States Berenice Mendez - State Farm Agent Full time

    Position Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our agency, you will be responsible for providing exceptional customer experiences and promoting our premier insurance and financial service products.Responsibilities:Forge enduring customer...


  • Lewisville, North Carolina, United States Allstate - Chad Kish Agency Full time

    Job DescriptionWe are seeking a highly motivated and career-minded individual to join our team as an Insurance Sales Representative. As a sales representative, you will be responsible for meeting new business production goals and objectives, soliciting new business via telephone and other lead sources, and processing customer policy change...


  • Lewisville, Texas, United States EZCorp, Inc. Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, interacting with customers in person and on the phone, and performing various sales and customer service tasks.Key...


  • Lewisville, Texas, United States Insta-Cash Pawn Full time

    Job OverviewInsta-Cash Pawn is seeking a highly skilled and experienced professional to fill the role of Manager Trainee. This position offers a unique opportunity to develop leadership skills and contribute to the success of our team.The ideal candidate will possess a strong background in retail sales and management, with a minimum of one year of experience...


  • Lewisville, Texas, United States TruGreen Full time

    R20842 102225445 E Jones St, Lewisville, Texas 75067TruGreen accepts applications on an ongoing basis.Job DescriptionTruGreen Neighborhood Lawn Territory Sales RepresentativeEvery TruGreen associate is committed to quality. We all have an important role to play in the success of our company. There is no job too small or too great that doesn't equally impact...


  • Lewisville, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...


  • Lewisville, Texas, United States Berenice Mendez - State Farm Agent Full time

    Role Description:As a vital member of the Berenice Mendez - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.Responsibilities:Provide...


  • Lewisville, United States EZCORP Full time

    Address: 1354 W. Main St. Lewisville, Texas 75067 Brand: EZPawn Pay range is based on experience from $14 per hour to $15 per hour We want you to join us for a career not a job. At EZCORP we are looking for Team Members to lead the way today and to step into greater roles tomorrow. When you bring us your passion for service excellence, well provide...


  • Lewisville, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...


  • Lewisville, Texas, United States Berenice Mendez - State Farm Agent Full time

    Position OverviewBerenice Mendez - State Farm Agent is seeking a highly motivated and customer-focused professional to join their team in Lewisville, TX. As a State Farm team member, you will play a key role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Utilize...

  • Night Auditor

    1 day ago


    Lewisville, United States Courtyard Lewisville Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • DC Associate I

    4 weeks ago


    lewisville, United States Sager Electronics, Inc. Full time

    Sager Electronics, Inc.At Sager Electronics, a thriving medium-sized organization with over 400 employees spread across North America, we're committed to our customer-first vision. Our high-performing team fosters a collaborative atmosphere where every individual's input matters. With a strong emphasis on financial stability and growth, we invite you to join...

  • Gas Foreman

    3 months ago


    Lewisville, United States MasTec Inc Full time

    OverviewCompany SummaryMasTec Utility Services delivers critical infrastructure construction and engineering services for power delivery, gas, and water customers, specializing in overhead and underground electric distribution for power delivery systems, gas distribution construction for gas systems, and turnkey solutions for a variety of water, sewer, and...