Financial Representative Trainee

3 days ago


Austin, Texas, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join our dynamic team at Mutual of Omaha as a Financial Representative Trainee, where you'll 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, with opportunities for advancement to a Financial Representative with a $36,000 annual base plus monthly sales incentive.
  • An education-based Accelerator Program 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, including 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.
What You'll Do
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • 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
  • 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.
  • 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.
  • 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.
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.


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