Financial Representative Trainee

21 hours ago

Dallas, 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.


Our dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, actively contributing to classroom discussion, participating in goal setting sessions, and progress evaluation meetings.


As a Financial Representative Trainee, you'll have the opportunity to:

  • 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

We're looking for highly self-motivated and results-oriented individuals with the ability to work independently and as part of a team. If you're passionate about innovation and have a strong desire to succeed, we encourage you to apply.


As a valued member of our team, you'll enjoy a range of benefits, including:

  • 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, 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
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment

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.


A Great Place to Work

At Mutual of Omaha, we're committed to creating a workplace that's inclusive, diverse, and supportive. We believe that our employees are the key to our success, and we're dedicated to providing them with the resources and opportunities they need to grow and thrive.


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