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Financial Representative Trainee

2 months ago

Dallas, Texas, United States Mutual of Omaha Full time
{"title": "Financial Representative Trainee", "subtitle": "Join Our Team", "content": "

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

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.

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.

Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.

You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.

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

Ability to successfully achieve criteria of Trainee Program.

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.

Ability to travel up to 50% of the work period and maintain a valid driver's license.

You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Knowledge of the Insurance/Financial Services industry, products and marketing practices.

Bachelor's degree or equivalent preferred but not required.

", "requirements": "
  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
", "benefits": "
  • 11 paid holidays in 2024.
  • 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Two floating holidays in 2024 by way of personal time that may be used at your discretion.
", "company": "Mutual of Omaha"}