Financial Career Starter

7 days ago


Austin, Texas, United States Mutual of Omaha Full time

We are seeking a motivated and enthusiastic individual to join our team as a Financial Representative Trainee in Austin, TX.

Company Overview

Mutual of Omaha is a leading insurance company that values diversity and inclusion. We strive to create an authentic and inclusive culture where employees can thrive and grow.

Estimated Salary: $36,000 annual base plus monthly sales incentive opportunity

As a Financial Representative Trainee, you will have the opportunity to work with a dynamic team and develop the skills necessary to excel in selling Individual Insurance products.

Job Description

The comprehensive program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. You will participate in goal setting sessions and progress evaluation meetings, and actively contribute to classroom discussion.

  • You will demonstrate appropriate skills and pass a sales process competency test.
  • You will gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You will cultivate and sustain strong relationships with internal business partners.

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

Required Skills and Qualifications
  • 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.
Benefits

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