Financial Representative Trainee

1 week ago

Hutchins, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee

At 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 this mission by developing the skills and knowledge necessary to provide holistic financial advice to clients.

Key Responsibilities:
  • Participate in a comprehensive training program to develop skills in financial planning, sales, and customer service.
  • Contribute to classroom discussions and goal-setting sessions to ensure a thorough understanding of our products and services.
  • Demonstrate sales process competency through regular assessments and evaluations.
  • Gain direct sales experience by marketing Individual Insurance products to clients.
  • Cultivate strong relationships with internal business partners and develop a deep understanding of our product offerings.

Requirements:
  • Ability to successfully complete the Trainee Program.
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job.
  • 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 and hold a valid U.S. driver's license.

What We Offer:
  • 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.

About Mutual of Omaha:
  • We value diverse experience, skills, and passion for innovation.
  • We're committed to creating an inclusive culture where our employees can thrive.

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