Financial Representative Trainee Position

1 week ago

Dallas, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee Job Overview

At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities:
  • Participate in a comprehensive training program to develop skills in financial planning, sales, and customer service.
  • Develop and maintain strong relationships with internal business partners and external clients.
  • Gain hands-on experience in marketing and selling Individual Insurance products.
  • Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office.
Requirements:
  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • 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 driver's license.
Preferred Qualifications:
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
What We Offer:
  • 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.

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