Financial Career Starter
1 week ago
We are seeking highly motivated individuals to join our team as Financial Representative Trainees in Houston, TX. As a Financial Representative Trainee, you will embark on a dynamic journey of skill development and hands-on experience, designed to equip you with the expertise necessary to excel in selling Individual Insurance products.
About the RoleThe successful candidate will participate in a structured curriculum, comprising self-study and hands-on projects, to develop essential skills for success in financial services. Key responsibilities include:
- Developing holistic financial advice for clients through comprehensive training and mentorship
- Contributing to classroom discussions, goal setting sessions, and progress evaluation meetings
- Demonstrating sales process competency through testing and ongoing evaluation
- Gaining direct sales experience in marketing Individual Insurance products to clients
- Cultivating strong relationships with internal business partners and acquiring in-depth knowledge of product offerings
To be considered for this role, applicants must possess:
- A high level of self-motivation and results-oriented approach, with ability to work independently and as part of a team
- 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, with a maximum of 2 attempts at Life and Health exam
- Possession of a valid U.S. driver's license and access to reliable transportation for client meetings and appointments
As a Financial Representative Trainee with Mutual of Omaha, you can expect:
- A competitive starting hourly wage of $16/hour, with potential for promotion to a Financial Representative position after successful completion of licensing and onboarding requirements
- An education-based Accelerator Program to support your transition into an independent Financial Advisor
- A range of benefits, including a 401(k) plan with company contributions and match, paid time off, and opportunities for professional growth and development
Estimated salary: $36,000 annual base plus monthly sales incentive opportunity.
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