Financial Representative Trainee

3 days ago

Austin, Texas, United States Mutual of Omaha Full time
Join Our Team as a Financial Representative Trainee

We 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 training program to develop skills and knowledge in financial services and sales
  • Contribute to classroom discussions and participate in goal-setting sessions and progress evaluation meetings
  • Demonstrate sales process competency 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 and acquire an in-depth understanding of our product offerings
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 and hold and maintain a valid U.S. driver's license
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

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

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