Financial Representative Trainee
6 days ago
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 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) -- Chicago. IL
Illinois
| 503417
Financial Representative Trainee (Sales) - Phoenix, AZ
Arizona
| 503424
Financial Representative Trainee (Sales) - Des Moines, IA
Iowa
| 503425
-
Financial Representative Trainee Specialist
2 weeks ago
Irving, Texas, United States Mutual of Omaha Full timeWe're seeking a highly motivated Financial Representative Trainee to join our team at Mutual of Omaha.Compensation and BenefitsAs a Financial Representative Trainee, you can expect a competitive starting hourly wage of $16 for up to 30 days. Upon successful completion of licensing and onboarding requirements, you'll be promoted to a Financial Representative...
-
Financial Representative Trainee Program Manager
3 weeks ago
Irving, Texas, United States Mutual of Omaha Full timeAbout This RoleWe are seeking a highly motivated and results-oriented Financial Representative Trainee to join our team. As a 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.What We OfferA starting wage of $16/hour for up to 30 days, with...
-
Sales Financial Advisor Trainee Opportunity
2 weeks ago
Irving, Texas, United States Mutual of Omaha Full timeWe are seeking a highly motivated and ambitious Sales Financial Advisor Trainee to join our team at Mutual of Omaha. This is an exceptional opportunity for individuals who want to launch their career in the financial services industry and become a successful Financial Representative.Company OverviewMutual of Omaha is a leading insurance company with a rich...
-
Irving, Texas, United States Mutual of Omaha Full timeAbout the RoleThis is a dynamic position that requires you to work as part of a structured program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. The comprehensive program includes self-study, hands-on-experience projects, and classroom discussions.ResponsibilitiesYou'll participate in goal...
-
Financial Representative Development Specialist
3 weeks ago
Irving, Texas, United States Mutual of Omaha Full time**Company Overview:**Mutual of Omaha is a leading insurance provider dedicated to empowering individuals and families through comprehensive financial solutions.**Estimated Salary:** $36,000 per year (plus monthly sales incentives) based on industry standards for Financial Representatives in Dallas, TX.**Job Description:**We are seeking highly motivated...
-
Financial Rep – Upcoming Grad
5 days ago
Irving, United States Mutual of Omaha Full timeFinancial 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 – Upcoming Grad
1 week ago
Irving, United States Mutual of Omaha Full timeFinancial 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 – Upcoming Grad
3 days ago
Irving, United States Mutual of Omaha Full timeFinancial 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 – Upcoming Grad
4 days ago
Irving, United States Mutual of Omaha Full timeFinancial 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 – Upcoming Grad
2 weeks ago
Irving, United States Mutual of Omaha Full timeFinancial 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...
-
Dynamic Sales Expert Trainee
7 days ago
Irving, Texas, United States Mutual of Omaha Full timeCompany Overview: As a Financial Representative Trainee at Mutual of Omaha, you will be part of 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...
-
Insurance Sales Trainee
20 hours ago
Irving, United States Mutual of Omaha Full timeAbout the Job You will participate in a comprehensive program that includes self-study, hands-on-experience projects, and structured curriculum designed to develop your skills in providing holistic financial advice to clients. As a trainee, you will actively contribute to classroom discussion, participate in goal setting sessions, and progress evaluation...
-
Dynamic Insurance Sales Professional
2 weeks ago
Irving, Texas, United States Mutual of Omaha Full timeWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a key member of our sales team, you will have the opportunity to develop your skills and expertise in selling Individual Insurance products.Compensation: Our competitive compensation package includes an hourly wage of $16/hour for up...
-
Customer Service Representative
3 weeks ago
Irving, Texas, United States WELLS FARGO BANK Full timeAbout UsWells Fargo is a leading financial services company committed to helping customers achieve their financial goals. We believe in providing exceptional customer service and creating a positive work environment for our employees.Job OverviewWe are seeking a Customer Service Representative to join our team in Irving, TX. As a Customer Service...
-
Dynamic Insurance Sales Career Opportunity
3 days ago
Irving, Texas, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a renowned leader in the insurance industry, dedicated to providing exceptional financial solutions for individuals and families. Our comprehensive range of products and services enables us to cater to diverse needs, making us an ideal employer for those passionate about delivering value-driven results. SalaryThe estimated...
-
Irving, Texas, United States The LaSalle Group Full timeEstablish a successful career in healthcare as a Financial Representative with our client. This dynamic opportunity involves working in a fast-paced environment, developing skills in popular electronic medical record (EMR) software, and driving growth within the industry.The ideal candidate will have 1-2 years' experience in insurance billing, collections,...
-
Irving, Texas, United States Collabera Full timeJob OverviewThis role offers a unique opportunity to work in a Hybrid environment, with 30 days of onsite training followed by a mix of office and remote work.Key Highlights:Series 7 license requiredStrong communication skillsCompany OverviewCollabera is a Global Digital Solutions Company providing Software Engineering Solutions for top tech-forward...
-
Insurance Financial Specialist
4 weeks ago
Irving, Texas, United States Bankers Life Full timeJob Overview:Become a financial services expert with Bankers Life, one of the most respected brands in the industry. Our team is seeking ambitious individuals to join as Insurance Agents and Financial Representatives.
-
Financial Services Representative
3 days ago
Irving, Texas, United States Darling Ingredients Inc. Full timeAbout the Role:We are seeking a skilled Billing and Accounting Specialist to join our team at Darling Ingredients Inc. As a specialist, you will be responsible for managing all accounting requirements, preparing financial reports, and resolving any discrepancies.Key Responsibilities:Operate as a team with the Engagement Center Agents to provide excellent...
-
Financial Services Representative
3 days ago
Irving, Texas, United States Bank of Oklahoma Full timeAbout Our Company: Bank of Oklahoma is a leading financial institution that offers a range of services to its customers. As a mortgage servicing customer service specialist, you will play a critical role in helping our clients navigate the complexities of their mortgage loans.">Estimated Salary Range: $45,000 - $65,000 per year, depending on experience and...
