Ambitious Financial Services Representative

1 week ago


Beaumont, Texas, United States Mutual of Omaha Full time

We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. This is an exciting opportunity for someone looking to start their career in the financial services industry.

As a Financial Representative Trainee, you will embark on a comprehensive training program that will equip you with the skills and knowledge necessary to succeed in this role. You will work closely with experienced professionals to develop your skills in selling Individual Insurance products and provide holistic financial advice to clients.

The estimated salary for this position is $36,000 per year, plus monthly sales incentives. In addition to a competitive salary, we offer a range of benefits, including a 401(k) plan with a 2% company contribution and 6% company match, paid time off, and opportunities for professional development and advancement.

To be successful in this role, you will need to have strong communication and interpersonal skills, be able to work independently and as part of a team, and have a passion for learning and growth. If you are a motivated and ambitious individual who is looking to start your career in the financial services industry, we encourage you to apply.

Becoming a Financial Representative with Mutual of Omaha requires passing a CRD/FINRA background check and obtaining securities licensing within 24 months of entry into the program. We value diverse experience, skills, and passion for innovation, so even if you don't have direct experience in the field, we would still like to hear from you.

In this role, you'll participate in a dynamic training program, 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, and oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.



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