Financial Services Trainee

5 days ago

Del Valle, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Join Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer:

  • A competitive hourly wage of $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, including a 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.
  • A dynamic and inclusive work environment that values diversity and inclusion.

What You'll Do:

  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • 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.

What You'll Bring:

  • A strong ability to successfully achieve the criteria of the Trainee Program.
  • A willingness to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
  • A commitment to passing 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 the ability to work independently and as part of a team.
  • Access to reliable transportation in order to attend appointments and meetings.
  • Able to travel up to 50% of the work period and maintain a valid driver's license.
  • A commitment to promoting a culture of diversity and inclusion, valuing different ideas and opinions, and listening courageously, remaining curious in all that you do.

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