Financial Representative Development Associate

3 days ago


Dallas, Texas, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative

We are seeking highly motivated and results-driven individuals to join our team as Financial Representatives. As a Financial Representative Trainee, you will embark on a comprehensive development program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

About the Role

This is an exciting opportunity for individuals who want to build a successful career in financial services. You will participate in a structured curriculum that includes self-study, hands-on-experience projects, and goal setting sessions. Our comprehensive program is tailored to help you develop the skills required to provide holistic financial advice to clients.

You will actively contribute to classroom discussion, participate in progress evaluation meetings, and demonstrate appropriate skills by passing a sales process competency test. Additionally, 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, acquire an in-depth understanding of our product offerings, and demonstrate expertise in their features and benefits. Furthermore, you will oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

About Us

At Mutual of Omaha, we value diverse experience, skills, and passion for innovation. We strive to create an inclusive culture where your strengths and differences are valued and celebrated. If your experience aligns with the listed requirements, please apply.

What We Offer

As a Financial Representative Trainee, you can expect:



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