Financial Representative Trainee

5 days ago

Austin, Texas, United States Mutual of Omaha Full time
Job Summary

As a Financial Representative Trainee at Mutual of Omaha, 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.

Key Responsibilities

• Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.

• Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.

• Demonstrate appropriate skills and pass a sales process competency test.

• Gain invaluable direct sales experience in marketing Individual Insurance products to clients.

• Cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

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, including a 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.

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, 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.

• Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings.

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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