Financial Professional Trainee

4 weeks ago

San Marcos, United States Hiring Now! Full time

Financial Representative Trainee - Austin, TX

Location:

Texas

Work Type:

Full Time Regular

Job No:

502871

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:

Youll 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.

Youll demonstrate appropriate skills and pass a sales process competency test.

Youll gain invaluable direct sales experience in marketing Individual Insurance products to clients.

Youll 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.

Youll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

WHAT YOULL 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 drivers 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 UsApply Now

Great place to workTogether we achieve greatness. Not only is this a core value, but its also representative of the kind of place we are built by the strength and integrity of our employees. Its why were 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 coworkers.

Discover Our Culture

Related Job Openings

Financial Representative Trainee - Sacramento, CA

California| 502876

Financial Representative Trainee - Denver, CO

Colorado| 502864

Field Development Supervisor (Mutual of Omaha Advisors) Bloomington, MN (Relocation Assistance Available)

Minnesota| 502975

by Jobble

  • Financial Professional Trainee

    3 weeks ago

    San Marcos, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 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...

  • Financial Representative Trainee

    6 days ago

    San Marcos, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Representative Trainee

    4 days ago

    San Marcos, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Rep

    3 weeks ago

    San Marcos, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 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...

  • Auto Damage Trainee

    4 weeks ago

    San Marcos, United States GEICO Full time

    Auto Damage Trainee - San Marcos, TX Salary: $24.82 per hour / $50,000 annually Accidents can be scary, and our Auto Damage team rises to the occasion to provide unparalleled customer service when our customers need us the most. We're looking for Auto Damage Trainees in [City, State] who are motivated and ready to grow their careers to the next level with...

  • Financial Advisor Trainee

    4 weeks ago

    San Diego, United States Independent Capital Management Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor Trainee to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...

  • Entry-level Financial Professional

    2 weeks ago

    San Francisco, United States Global Financial Impact Full time

    **About the job**: Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial...

  • Financial Services Professional

    3 weeks ago

    San Antonio, United States Global Financial Impact - Christian Cruce Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Accountant Trainee

    3 weeks ago

    San Francisco, United States City and County of San Francisco Full time

    **Company Description** The Controller is the City’s chief financial officer. Our team includes financial, technology, analytical and other professionals who work hard to secure the City’s financial integrity and promote efficient, effective and accountable government. We hold ourselves to high standards and strive to be a model for good government. We...

  • Clinical Trainee

    4 weeks ago

    San Marcos, United States Casa de Amparo Full time

    GENERAL FUNCTION: Under the supervision of the Director of Programs, Associate Director of Programs, Clinical Coordinator and/or a Licensed Therapist, this position will assist in managing the mental health treatment of clients. Will direct aspects of client's individual, group and family therapy, providing information, advocacy and collaborative treatment...

  • Financial Services Professional

    4 weeks ago

    San Antonio, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Financial Services Professional

    4 weeks ago

    San Antonio, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Actuarial Trainee

    5 days ago

    San Juan, United States Medical Card System, Inc. Full time

    Actuarial TraineeTemporary - InternshipNon-ExemptGENERAL DESCRIPTION:Responsible for actively engaging in all aspects of the MCS Actuarial Trainee Program, under the guidance and support of the assigned Sponsor and Mentor. Assisting MCS actuaries in preparing and delivering financial advisement reports, completing regulatory training, and participating in...

  • Financial Professional

    4 weeks ago

    San Jose, United States New York Life Insurance Company Full time

    Company Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...

  • Financial Professional

    4 weeks ago

    San Jose, United States New York Life Insurance Company Full time

    Company Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...

  • Financial Professional

    4 weeks ago

    San Jose, United States New York Life Insurance Company Full time

    Company Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...

  • Management Trainee

    2 days ago

    San Fernando, United States Cintron Solutions Full time

    Job DescriptionJob DescriptionHere at Cintron Solutions, we offer individual training so we can ensure each Management Trainee begins with a solid foundation to build on. This environment fosters a supportive culture among our team. No one is ever asked to perform a task without being given proper mentorship and training. In addition, there is no timeline...

  • Accountant Trainee

    2 weeks ago

    San Francisco, United States Department of Industrial Relations Full time

    **JOB DESCRIPTION AND DUTIES** Under close supervision of the Senior Accounting Officer (Supervisor), the Accountant Trainee in a learning capacity, performs professional accounting work in the processing and maintenance of accounts and financial records for the Office Revolving Fund Unit. This job is located at: 455 Golden Gate Avenue, 10th Floor, San...

  • Management Trainee

    1 day ago

    San Luis Obispo, United States Pivotal Perspectives Full time

    Job DescriptionJob Description Pivotal Perspectives is one of the fastest growing promotional marketing firms in the Santa Maria area. We are seeking an energetic, self-motivated, and passionate team player to become our next Management Trainee. Management Trainees should be tenacious individuals that are knowledgeable in customer-oriented environments with...

  • Marketing Executive Trainee

    3 weeks ago

    San Leandro, United States Noble Direct Full time

    We want to add to our high-performance team and add a fresh perspective to our Marketing Executive Trainee department. We need a dedicated Marketing Executive Trainee with the same entrepreneurial heart as our founder. The Marketing Executive Trainee will learn all aspects of our business to drive sales margins and enhance our team's abilities. Starting with...