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Financial Representative Trainee

2 months ago

Dallas, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Provide holistic financial advice to clients, including insurance and investment products.
  • Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office.
  • Ensure a seamless application and underwriting process.
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.
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
What We Offer:
  • Comprehensive training program to develop skills required to provide holistic financial advice to clients.
  • Opportunity to work with a diverse community of co-workers who value different ideas and opinions.
  • Competitive hourly wage and promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.