Financial Representative Trainee

4 days ago

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

We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Austin, TX. As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

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.
  • Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
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.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.
About Us

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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