Financial Rep – Upcoming Grad
2 days ago
As a Financial Representative Trainee, you will participate in an Accelerator Program that provides comprehensive training to develop skills in marketing Individual Insurance products and delivering holistic financial advice. This role includes direct sales experience, goal setting, and the opportunity to build a sustainable financial practice. Successful trainees will later transition to become independent Financial Advisors with competitive compensation and benefits.
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
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
- Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
- Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
- $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
- 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 2025, 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 2025, which is prorated based on the start date.
- 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 gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
- You’ll 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:
- Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
- Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
- Be highly self-motivated and results-oriented, working both independently and as part of a team.
- Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
- 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 Advisor Network Sales Recruiter - RemoteRemote | 503527
Financial Representative Trainee (Sales) -- Richmond, VAVirginia | 503368
Financial Representative Trainee (Sales)--Columbia, SCSouth Carolina | 503418
Keywords:
Financial Representative, Insurance Sales, Financial Services, Sales Training, Career Development, Holistic Financial Advice, Individual Insurance, Accelerator Program, Sales Experience, Self-Motivation
-
Financial Rep – Upcoming Grad
2 days ago
Georgetown, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a specialized program that prepares you for a successful career in financial services. The role includes gaining direct sales experience, providing clients with holistic financial advice, and marketing individual insurance products....
-
Financial Rep – Upcoming Grad
2 days ago
Georgetown, United States Mutual of Omaha Full timeFinancial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee role is designed for driven individuals looking to start a career in the financial services industry. Participants will engage in a comprehensive training program focused on selling Individual Insurance products and developing financial advising skills....
-
Financial Rep
2 weeks ago
Georgetown, TX, United States Mutual of Omaha Full timeFinancial 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...
-
Financial Services Representative
2 weeks ago
Georgetown, South Carolina, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we believe in building a place where everyone feels like they belong. As a leading financial services firm, we're proud to have over 8 million clients and 19,000 financial advisors across the U.S. and Canada.What We OfferWe offer a unique opportunity for talented individuals to join our team as a Branch Office Administrator...
-
Branch Support Professional
2 weeks ago
Georgetown, South Carolina, United States Edward Jones Full timeRole OverviewThis Branch Office Administrator role is an exciting opportunity to join our team at Edward Jones. You'll be responsible for delivering exceptional personalized service to our clients, working closely with Financial Advisors to help them achieve their long-term financial goals.Salary and BenefitsThe estimated salary range for this position is...
-
Client Relationship Manager
2 weeks ago
Georgetown, South Carolina, United States Edward Jones Full timeAbout UsEdward Jones is a Fortune 500 company where people come first. We're committed to providing a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.Job DescriptionThis Branch Office Administrator role is a critical member of our branch team, working closely with Financial...
-
Branch Office Administrator
1 month ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
1 month ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
1 month ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
3 weeks ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
5 days ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
5 days ago
Georgetown, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Tax Examining Clerk
4 weeks ago
Georgetown, United States Internal Revenue Service Full timeThe IRS is seeking candidates for this position located in Georgetown, TX. For telework eligible positions, employees must remain within a 200-mile radius of their official assigned post-of-duty (POD) and report to their POD at least twice a week. Job Description:Are you dependable? Great. Are you someone who can get things done quickly and accurately? Even...
-
Sales Representative
5 days ago
Georgetown, Texas, United States Twin Liquors Full timeAbout Twin Liquors">Twin Liquors is a family-owned business born in downtown Austin in 1937. We have grown into a successful Austin company with a unique reputation for having exceptional team members, outstanding customer service, and a wide selection of fine wines and premium spirits from around the world.We believe in rewarding hard work, developing...
-
Georgetown, United States Intermountain Health Full timeJob Description:The Registered Nurse (RN) is a professional caregiver who assumes responsibility and accountability for assessing, planning, implementing and evaluating care of patients. The staff RN utilizes the nursing process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team members....
-
Registered Nurse Cardiovascular Operating Room
13 hours ago
Georgetown, United States Intermountain Health Full timeRegistered Nurse Cardiovascular Operating Room at Intermountain Health summary: As a Registered Nurse in the Cardiovascular Operating Room, I am responsible for assessing, planning, implementing, and evaluating patient care. I leverage the nursing process and collaborate with healthcare professionals to ensure optimal care in a fast-paced environment. My...
-
Georgetown, KY, United States Intermountain Health Full timeJob Description:The Registered Nurse (RN) is a professional caregiver who assumes responsibility and accountability for assessing, planning, implementing and evaluating care of patients. The staff RN utilizes the nursing process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team members....
