Financial Representative Trainee

6 days ago

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

Join Mutual of Omaha's comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

What We Offer
  • Competitive hourly wage with opportunities for advancement
  • 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
What You'll Do
  • 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
What You'll Bring
  • Ability to successfully achieve criteria of Trainee Program
  • Must 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
  • Access to reliable transportation in order to attend appointments and meetings
  • Ability to travel up to 50% of the work period and maintain a valid driver's license
Preferred Qualifications
  • Knowledge of the Insurance/Financial Services industry, products and marketing practices
  • Bachelor's degree or equivalent preferred but not required

  • Financial Representative Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key ResponsibilitiesParticipate in a...

  • Financial Representative Trainee Position

    1 week ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee Job OverviewAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Participate in a comprehensive training program to develop...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you succeed in your career as a Financial Representative Trainee. Our comprehensive training program is designed to equip you with the skills and knowledge necessary to excel in selling...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe 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...

  • Financial Representative Trainee

    1 week ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee Job DescriptionAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will be responsible for developing the skills required to provide holistic financial advice to clients.Key Responsibilities:Participate in a...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "subtitle": "Join Our Team", "content": "As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.This dynamic program includes a combination of self-study and...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "subtitle": "Join Our Team", "content": "At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer service and building strong relationships with our policyholders.Our...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "subtitle": "Join Our Team", "content": "At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer service and building strong relationships with our policyholders.Our...

  • Financial Representative Trainee

    4 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    {"title": "Financial Representative Trainee", "subtitle": "Join Our Team", "content": "At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer service and building strong relationships with our policyholders.Our...

  • Financial Professional Trainee

    2 weeks ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...

  • Financial Services Trainee

    6 days ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and 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...

  • Financial Services Trainee

    7 days ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and 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...

  • Financial Services Trainee

    6 days ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and 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...

  • Financial Services Trainee

    6 days ago

    Dallas, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and 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...

  • Financial Management Trainee

    3 weeks ago

    Dallas, Texas, United States Graybar Full time

    Financial Management TraineeAt Graybar, we're seeking a highly motivated and detail-oriented Financial Management Trainee to join our team. As a Financial Management Trainee, you will have the opportunity to develop a comprehensive understanding of financial management principles and procedures, learn company policies and departmental routines, and gain...

  • Financial Management Trainee

    2 weeks ago

    Dallas, Texas, United States Graybar Full time

    Financial Management Trainee RoleAs a Financial Management Trainee at Graybar, you will embark on a comprehensive training program designed to equip you with the knowledge and skills necessary to excel in the field of financial management. This role offers a unique opportunity to develop a deep understanding of financial principles, policies, and procedures,...

  • Financial Management Trainee

    3 weeks ago

    Dallas, Texas, United States Graybar Full time

    Job SummaryGraybar is seeking a highly motivated and detail-oriented Financial Management Trainee to join our team. As a Financial Management Trainee, you will have the opportunity to develop a working knowledge and understanding of the principles and procedures of financial management, learn company policies and departmental routines and objectives through...

  • Financial Services Representative

    1 month ago

    Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...

  • Customer Service Management Trainee

    3 weeks ago

    Dallas, Texas, United States Uline Full time

    Customer Service Management TraineeAt Uline, we're committed to delivering exceptional customer service. As a Customer Service Management Trainee, you'll play a key role in helping us achieve this goal.Key Responsibilities:Develop and implement customer service strategies to drive business growth and customer satisfactionManage and develop a team of customer...