Financial Representative Trainee

7 days ago


Cedar Park, Texas, United States Mutual of Omaha Full time

We 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 force, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

Salary: $36,000 annual base plus monthly sales incentive opportunity

Job Description

In this dynamic role, you will participate in a structured curriculum that includes self-study, hands-on-experience projects, and goal setting sessions. You will actively contribute to classroom discussion, demonstrate appropriate skills, and pass a sales process competency test. You will also gain invaluable direct sales experience in marketing Individual Insurance products to clients, cultivate and sustain strong relationships with internal business partners, and oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.

Requirements
  • 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
  • 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
Benefits

We offer a range of benefits, including:

  • Hourly Wage: $16/hour for up to 30 days
  • Promotion to a Financial Representative 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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