Financial Representative Trainee

22 hours ago


Kyle, Texas, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) Opportunity

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 gain direct sales experience in marketing Individual Insurance products
  • Cultivate strong relationships with internal business partners and acquire in-depth knowledge of our product offerings
Requirements:
  • Ability to successfully achieve Trainee Program criteria
  • Pass and apply for appropriate insurance licenses within 14 days of entry into the job
  • 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 hold a valid U.S. driver's license
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
  • 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


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