Financial Representative Trainee

4 weeks ago


Austin, Texas, United States Mutual of Omaha Full time

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

Key Responsibilities:

  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • 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.

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.

What We Offer:

  • 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.


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