Financial Representative Trainee Position

4 weeks ago

Irving, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) Role

At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer experiences and driving business growth.


Key Responsibilities:
  • Participate in a comprehensive training program to develop skills in financial services and sales.
  • Contribute to classroom discussions, goal-setting sessions, and progress evaluation meetings.
  • Demonstrate sales process competency 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.

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.
  • 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 the work period 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.


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


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