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Financial Representative Trainee

1 month ago

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

Join 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 structured curriculum.

What We Offer
  • Competitive hourly wage: $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, including a 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
  • 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
We Value Diversity and Inclusion

We 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