Financial Representative Trainee

1 day ago

Dallas, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee - Sales

Job Overview:

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

Key Responsibilities:

  • 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.
  • Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

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, 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 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.
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Preferred Qualifications:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

About Mutual of Omaha:

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.

Great Place to Work

Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are — built by the strength and integrity of our employees. It's why we're named a "Great Place to Work".

An Inclusive Culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.

  • Financial Representative Trainee

    3 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key ResponsibilitiesParticipate in a...

  • Financial Representative Trainee

    1 week ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and revenue.Key Responsibilities:Participate in a comprehensive...

  • Financial Representative Trainee

    21 hours ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Our dynamic program...

  • Financial Representative Trainee

    1 day ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve greatness. As a Financial Representative Trainee, 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...

  • Financial Representative Trainee Position

    3 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee Job OverviewAt 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...

  • Financial Representative Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.What We...

  • Financial Representative Trainee

    3 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee Job DescriptionAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will be responsible for developing the skills required to provide holistic financial advice to clients.Key Responsibilities:Participate in a...

  • Financial Professional Trainee

    3 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative TraineeJoin 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. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...

  • Financial Services Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin 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...

  • Financial Services Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin 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...

  • Financial Services Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin 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...

  • Financial Services Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin 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...

  • Financial Management Trainee

    1 month ago

    Dallas, Texas, United States Graybar Full time

    Financial Management TraineeAt Graybar, we're seeking a highly motivated and detail-oriented Financial Management Trainee to join our team. As a Financial Management Trainee, you will have the opportunity to develop a comprehensive understanding of financial management principles and procedures, learn company policies and departmental routines, and gain...

  • Financial Management Trainee

    3 weeks ago

    Dallas, Texas, United States Graybar Full time

    Financial Management Trainee RoleAs a Financial Management Trainee at Graybar, you will embark on a comprehensive training program designed to equip you with the knowledge and skills necessary to excel in the field of financial management. This role offers a unique opportunity to develop a deep understanding of financial principles, policies, and procedures,...

  • Customer Service Management Trainee

    4 weeks ago

    Dallas, Texas, United States Uline Full time

    Customer Service Management TraineeAt Uline, we're committed to delivering exceptional customer service. As a Customer Service Management Trainee, you'll play a key role in helping us achieve this goal.Key Responsibilities:Develop and implement customer service strategies to drive business growth and customer satisfactionManage and develop a team of customer...

  • Management Trainee

    2 weeks ago

    Dallas, Texas, United States Zion Capital Full time

    Job DescriptionWe are seeking a highly motivated and ambitious individual to join our Management Trainee program at Zion Capital. As a Management Trainee, you will have the opportunity to work alongside our experienced management team and contribute to the overall success of the company.Key Responsibilities:Lead customer service and sales departments to...

  • Financial Services Representative

    3 weeks ago

    Dallas, Texas, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...

  • Patient Financial Representative

    1 day ago

    Dallas, Texas, United States The LaSalle Group Full time

    Job Title: Patient Financial RepresentativeAre you looking for a challenging role in a fast-paced environment where you can develop your skills in electronic medical record software and grow your career in healthcare? We have an exciting opportunity for a Patient Financial Representative to join our team.Key Responsibilities:Collect balances due from payors...

  • Financial Services Representative

    2 weeks ago

    Dallas, Texas, United States Northwestern Mutual Full time

    Financial Representative OpportunityAs a Financial Representative with Northwestern Mutual, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to build and maintain relationships with clients, providing them with tailored financial solutions and expert advice.Key Responsibilities:Develop and...

  • Life Insurance Sales Representative

    2 weeks ago

    Dallas, Texas, United States PR Financial Full time

    Insurance Agent Career OpportunityPR Financial is seeking a dedicated and compassionate insurance agent to join our team. As a life insurance sales representative, you will have the opportunity to work with a thriving insurance team and make a tangible difference in our clients' lives every day.ResponsibilitiesEvaluate new customers' insurance needs and...