Financial Representative Trainee

1 week ago


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

Location: Texas
Work Type: Full Time Regular
Job No: 503426
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)-- Tampa, FL

Florida | 503422

Financial Representative Trainee (Sales) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales)--Milwaukee, WI

Wisconsin | 503419



  • Galena Park, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Houston, TX Location: Texas Work Type: Full Time Regular Job No: 503429 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • 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...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


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

    Financial Representative Trainee (Sales) - Austin, TX Work Type: Full Time Regular 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...


  • Flower Mound, 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...

  • Financial Rep

    3 weeks ago


    Austin, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 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...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Plano, 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...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Buda, Texas, United States Hank Gerdes - State Farm Agent Full time

    **Overview of the Position**: We are seeking a dynamic and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to establish relationships with customers, educate them about insurance options, and market appropriate products and services. Salary and Benefits: As a Financial Services...


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

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep

    3 days ago


    Austin, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 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...

  • Financial Rep

    3 weeks ago


    Manor, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 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 Rep

    3 weeks ago


    Leander, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 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...


  • Southlake, TX, United States Five Rings Financial, LLC Full time

    Company Description Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individuals protect their savings, prepare for retirement, and overcome financial...


  • Buda, United States Care Now Full time

    Description This position is incentive eligible. IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a Patient Representative today with CareNow.BenefitsCareNow, offers a total rewards package that supports the...