Financial Representative Trainee

6 days ago

Lewisville, Texas, United States Mutual of Omaha Full time
Comprehensive Financial Advisor Trainee Program

At Mutual of Omaha, we are committed to providing our customers with exceptional financial services. As a Financial Representative Trainee, you will play a critical role in helping us achieve this goal.

Key Responsibilities:

  • Participate in a comprehensive training program to develop the skills required to provide holistic financial advice to clients.
  • Contribute to classroom discussions, participate in goal setting sessions, and progress evaluation meetings.
  • Demonstrate appropriate skills and pass a sales process competency test.
  • Gain direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners.

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.
  • 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.

What We Offer:

  • Hourly Wage: Trainee starting wage will be $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, 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.

Preferred Qualifications:

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

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

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