Financial Representative Trainee Position

2 days ago


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

At Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer:

  • A competitive hourly wage of $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 to transition you into an independent Financial Advisor
  • Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match
  • Up to 15 days of vacation each year for regular associates
  • 11 paid holidays in 2024, including 2 floating holidays
  • Regular associates receive up to 40 hours of personal time in 2024, prorated based on start date

What You'll Do:

  • Participate in a comprehensive program to develop skills required to provide holistic financial advice to clients
  • Contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings
  • Demonstrate appropriate skills 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

What You'll Bring:

  • 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 work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation

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.

For inquiries about your application or the hiring process, please email our Talent Acquisition area at careers@mutualofomaha.com.



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