Financial Representative Trainee

2 weeks ago

Stafford, United States Mutual of Omaha Full time
Financial Representative Trainee - Houston, TX

Location: Texas
Work Type: Full Time Regular
Job No: 503157
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.
  • 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 Sales Manager (Brokerage Life) - Remote

Remote | 503295

Summer 2025 Graduate Data Science Intern - Remote

Remote, Nebraska | 503346

Financial Representative Trainee - Austin, TX

Texas | 502871

  • Financial Center Representative

    2 weeks ago

    Stafford, Kansas, United States Disability Solutions Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Center Representative. In this role, you will be responsible for providing exceptional customer service and sales support to our clients. You will work closely with our customers to understand their financial needs and provide personalized solutions...

  • Area Representative

    1 week ago

    Stafford, Virginia, United States Fellowship of Christian Athletes Full time

    Job DescriptionThe Fellowship of Christian Athletes (FCA) is seeking a dedicated and passionate Area Representative to join our team. As a key member of our ministry, you will play a vital role in developing and leading a team of volunteers to achieve our vision and mission.Key ResponsibilitiesMinisterial Duties: Lead, conduct, and provide spiritual...

  • Commercial Sales Representative

    3 weeks ago

    Stafford, Texas, United States Government Employees Insurance Company Full time

    Commercial Sales RepresentativeWe are seeking a skilled Commercial Sales Representative to join our team in Katy, TX. As a Sales Representative, you will build rapport with customers without making a single cold call. Our Sales Representatives use compassion and persuasion skills to prepare insurance quotes, advise customers on coverage, and convert quotes...

  • Area Representative

    3 weeks ago

    Stafford, Virginia, United States Fellowship of Christian Athletes Full time

    Job DescriptionThe Fellowship of Christian Athletes (FCA) is seeking a dedicated and passionate Area Representative to join our team. As a key member of our staff, you will play a vital role in advancing our mission to see the world transformed by the gospel of Jesus Christ through the influence of coaches and athletes.Key ResponsibilitiesMinisterial Duties:...

  • Account Representative

    1 month ago

    Stafford, Texas, United States HomeTeam Pest Defense Full time

    About HomeTeam Pest DefenseWe put people first at HomeTeam Pest Defense. Our goal is to provide a delightful experience to every customer. We make sure our team members have the tools, support, and training they need to succeed.Job SummaryWe are seeking a highly motivated and customer-focused Account Representative to join our team. As an Account...

  • Area Representative

    3 months ago

    Stafford, United States Fellowship of Christian Athletes Full time

    Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission and live the FCA Values by implementing the ministry plan for the assigned area. In the FCA Sports Environments, the Representative ensures there is a consistent approach to discipleshipmaking disciples who make disciples. The...

  • Area Development Representative

    4 weeks ago

    Stafford, Virginia, United States Fellowship of Christian Athletes Full time

    About the RoleFellowship of Christian Athletes is seeking a dedicated and passionate individual to serve as an Area Representative. This role is critical to our ministry, and we are looking for someone who will help us build stronger relationships with coaches and athletes in the Greater Stafford area.Key ResponsibilitiesMinisterial Duties: Lead, conduct,...

  • Customer Service Representative

    5 days ago

    Stafford, Texas, United States Security Finance Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, marketing for new and continued customer business, and preparing and processing loans and income tax returns.Key...

  • Commercial Agency Support Representative

    3 days ago

    Stafford, United States Government Employees Insurance Company Full time

    Commercial Agency Support Representative– Houston, TXWhen 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 are looking for experienced local or agency and trucking professionals for our Fredericksburg, VA office. This role is...

  • Nursing Assistant Trainee

    2 months ago

    Stafford Township, United States Southern Ocean Center - Manahawkin, NJ Full time

    Genesis Healthcare is a holding company with subsidiaries that on a combined basis, comprise one of the nation's largest post-acute care providers, with skilled nursing centers and senior living communities in many states. Working here provides an opportunity to be part of a culture guided by employee growth and development, strong values, and a...

  • Retail Customer Service

    1 month ago

    Stafford, United States EZCORP Full time

    Address: 510 FM 1092 Stafford, Texas 77477 Brand: EZPawn 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 development and career paths to enhance your skills in a fun and fast paced...

  • Retail Customer Service

    2 weeks ago

    Stafford, United States EZCORP Full time

    Address: 510 FM 1092 Stafford, Texas 77477 Brand: EZPawn Pay range is based on experience from $11.00/hr to $15.00/hr 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 development and career...

  • Sr. Cost Financial Analyst

    4 weeks ago

    Stafford, United States TTM Technologies Full time

    TTM Technologies, Inc. - Publicly Traded US Company, NASDAQ (TTMI) - Top-5 Global Printed Circuit Board Manufacturer About TTM TTM Technologies, Inc. is a leading global manufacturer of technology solutions including engineered systems, radio frequency ("RF") components and RF microwave/microelectronic assemblies, and quick-turn and technologically advanced...

  • Patient Access Coordinator

    3 weeks ago

    Stafford, United States Virginia Commonwealth University Health Systems Full time

    Job SummaryWe are seeking a highly skilled Patient Access Representative to join our team at Virginia Commonwealth University Health Systems. As a Patient Access Representative, you will be responsible for providing exceptional customer service to patients, families, and medical staff, ensuring a positive experience for all.Key ResponsibilitiesProvide...

  • Patient Access Coordinator

    2 weeks ago

    Stafford, Virginia, United States Virginia Commonwealth University Health Systems Full time

    Job SummaryWe are seeking a highly skilled Patient Access Representative to join our team at Virginia Commonwealth University Health Systems. As a Patient Access Representative, you will be responsible for providing exceptional customer service to patients, families, and medical staff, ensuring a positive experience for all.Key ResponsibilitiesProvide...

  • Patient Access Coordinator

    4 weeks ago

    Stafford, Texas, United States Memorial Hermann Health System Full time

    Job SummaryAt Memorial Hermann Health System, we strive to deliver exceptional patient care while fostering a culture of compassion and excellence. As a Patient Access Representative, you will play a vital role in ensuring seamless patient experiences.Key ResponsibilitiesSchedule patient appointments and accurately enter required information in our computer...

  • Patient Access Coordinator

    4 weeks ago

    Stafford, Texas, United States Memorial Hermann Health System Full time

    Job SummaryAt Memorial Hermann Health System, we strive to deliver exceptional patient care while fostering a culture of compassion and excellence. As a Patient Access Representative II, you will play a vital role in ensuring seamless patient experiences.Key ResponsibilitiesSchedule patient appointments and accurately enter required information in our...

  • Patient Access Representative

    1 month ago

    Stafford, United States Memorial Hermann Health System Full time

    At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed...

  • Auto Care Center Service Representative

    3 weeks ago

    Stafford, Virginia, United States Walmart Full time

    Job OverviewAs an Auto Care Center Service Writer at Walmart, you will play a vital role in ensuring our customers receive exceptional service and care for their vehicles. This is a rewarding opportunity to work with a dynamic team, develop your skills, and contribute to the success of our Auto Care Center.ResponsibilitiesProvide exceptional customer...

  • Patient Access Coordinator

    2 weeks ago

    Stafford, Texas, United States Memorial Hermann Health System Full time

    Job SummaryAt Memorial Hermann Health System, we are committed to delivering high-quality, patient-centered care. As a Patient Access Representative II, you will play a vital role in ensuring the smooth operation of our healthcare services. Your primary responsibility will be to schedule patient appointments, verify insurance eligibility, and collect patient...