Financial Representative Trainee
1 week ago
Location: Texas
Work Type: Full Time Regular
Job No: 503423
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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 workTogether 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 cultureSurround 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) - Omaha, NENebraska | 503247
Financial Representative Trainee (Sales) - Springfield, MOMissouri | 503427
Financial Representative Trainee (Sales) -- Chicago. ILIllinois | 503417
-
Financial Representative Trainee
2 days ago
Mesquite, Texas, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and 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...
-
Associate Financial Representative
4 weeks ago
Mesquite, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – North Central Texas Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. We have offices in Denton, Dallas, Irving and Royse City. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial...
-
Financial Services Representative
5 days ago
Mesquite, Texas, United States American National Bank of Texas Full timeThe Financial Services Representative is a key role at American National Bank of Texas, responsible for delivering exceptional customer service and sales expertise to our clients. This individual will engage with customers, develop relationships, and provide solutions to their financial needs. Key responsibilities include:Opening deposit accounts and...
-
Financial Services Representative
2 days ago
Mesquite, Texas, United States American National Bank of Texas Full timeThe Financial Services Representative is responsible for delivering exceptional customer service and sales expertise in a fast-paced banking environment.This role involves developing relationships with customers and internal bank personnel, demonstrating strong communication skills, and showing initiative and personal growth.The ideal candidate will have a...
-
Financial Assistance Eligibility Coordinator
2 months ago
Mesquite, Texas, United States Savista Full timeAt Savista, we empower our clients to tackle significant challenges in the healthcare sector, ensuring high-quality clinical care, positive patient experiences, and optimal financial outcomes. We collaborate with healthcare organizations to devise solutions and enhance revenue cycle services that promote their success, support their patients, and strengthen...
-
Mesquite, United States Barri Financial Group Full timeBarri Financial Group - COMPANY INFORMATION & OUR PURPOSE:DolFinTech comes from the Merger of two great companies in the industry, Barri Financial Group and DolEx Financial Services. We operate in most of the USA. One of our primary objectives is to become the preferred option for our clients to carry out all their financial services. We want to make life...
-
Automotive Sales Professional
1 month ago
Mesquite, Texas, United States SilverTech Full timeWelcome to SilverTech, where we're committed to helping you succeed in your career as an automotive sales professional.About the Role:We're seeking a highly motivated and enthusiastic individual to join our team as a trainee automotive sales representative. As a trainee, you'll have the opportunity to learn from our experienced trainers and gain hands-on...
-
Senior Financial Literacy Coach
2 weeks ago
Mesquite, United States InsideHigherEd Full timeCurrent Dallas College employees will need to log into Workday through My Apps to apply. Simply enter "Find Jobs" in the Workday search bar to view open positions and submit your application.All Job Postings will close at 12:01 a.m. CT on the specified Closing Date. To view the job posting closing date please return to the search for jobs page.If you close...
-
Customer Care Representative
2 months ago
Mesquite, United States Abatix Full timeAbatix is looking for a Customer Care Representative! The Customer Care Representative is the face of the company to many of our customers, vendors and business partners. This position assists customers over the phone, in-person and via email. The ideal candidate is a clear communicator, friendly and willing to go above and beyond to help our customers. Job...
-
Information Desk Representative II
3 weeks ago
Mesquite, Texas, United States InsideHigherEd Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Information Desk Representative II to join our team at Dallas College. As a key member of our support services team, you will provide exceptional service to students, faculty, and staff, ensuring a positive and welcoming experience for all.Key ResponsibilitiesProvide accurate and timely...
-
Experienced Call Center Representative
3 months ago
Mesquite, United States Government Employees Insurance Company Full timeCustomer Service Representative – Dallas, TXSalary: $20.50 per hour / $41,307.50 annually When you grow, GEICO grows. And if you’re the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We’re looking for Customer Service Professionals for our Dallas, TX office. This...
-
Access Services Representative 2 Float
1 month ago
Mesquite, United States Baylor Scott & White Health Full timeJOB SUMMARYThe Access Services Representative 2 obtains current and accurate demographics and insurance information in order to register patient, verification of insurance benefits, negotiates and collects patient financial responsibilities. Passionately cross-trains and works in all areas as assigned. Serves as a mentor and / or trainer for peers.ESSENTIAL...
-
FWS Student Assistant-EFC Financial Aid-2
2 weeks ago
Mesquite, United States Dallas College Full timeCurrent Dallas College employees will need to log into Workday through My Apps to apply. Simply enter "Find Jobs" in the Workday search bar to view open positions and submit your application.All Job Postings will close at 12:01 a.m. CT on the specified Closing Date. To view the job posting closing date please return to the search for jobs page. If you close...
-
Member Services Representative Overnight
1 month ago
Mesquite, Texas, United States Excel Fitness Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Member Services Representative Overnight to join our team at Excel Fitness. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our club during overnight hours.Key ResponsibilitiesOversee Club Operations: Ensure that the club is operating in...
-
Customer Service Representative
5 days ago
Mesquite, Texas, United States Larry Allen Sr - State Farm Agent Full timeJob OverviewAs a Customer Service Representative on our State Farm Agent team, you will play a vital role in helping our business grow through exceptional customer experiences. We seek a motivated and customer-focused professional who can thrive in a fast-paced environment and provide remarkable service to our customers.Key ResponsibilitiesEstablish and...
-
Wealth Manager
3 weeks ago
Mesquite, Texas, United States Smith Region - Modern Woodmen of America Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Manager to join our team at the Smith Region of Modern Woodmen of America. As a Wealth Manager, you will be responsible for leading a team of financial representatives and providing tailored financial solutions to our members.Key ResponsibilitiesLead a team of financial representatives to...
-
Wealth Team Manager
2 days ago
Mesquite, Texas, United States Smith Region - Modern Woodmen of America Full timeJob OverviewSmith Region - Modern Woodmen of America is seeking a highly skilled and experienced Wealth Team Manager to lead the development and growth of a team of financial representatives across Greater Dallas and North/East Texas.Key ResponsibilitiesServe members' financial needs by providing tailored financial solutions.Exemplify leadership in the...
-
Wealth Team Manager Position
3 weeks ago
Mesquite, Texas, United States Smith Region - Modern Woodmen of America Full timeAbout the RoleModern Woodmen of America is seeking a highly skilled and motivated individual to fill the position of Wealth Team Manager in the Smith Region. As a key member of our team, you will be responsible for leading a team of financial representatives, providing tailored financial solutions to members, and driving the growth of the local office.Key...
-
Wealth Team Director
4 weeks ago
Mesquite, Texas, United States Smith Region - Modern Woodmen of America Full timeJob OpportunitySmith Region - Modern Woodmen of America is seeking a highly skilled and motivated individual to fill the role of Wealth Team Manager/Managing Partner. This position offers a unique opportunity to lead and develop a team of financial representatives across Greater Dallas and North/East Texas.Key ResponsibilitiesDevelop and implement strategies...
-
Patient Service Representative
5 days ago
Mesquite, Texas, United States Baylor Scott & White Institute for Rehabilitation Full timeJob Title: Patient Service SpecialistBaylor Scott & White Institute for Rehabilitation is seeking a highly skilled Patient Service Specialist to join our team.Job Summary:The Patient Service Specialist will be responsible for providing exceptional patient care and administrative support to our outpatient centers.Key Responsibilities:Greets patients and...