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Financial Representative Trainee

2 months ago

Dallas, Texas, United States Mutual of Omaha Full time
{"title": "Financial Representative Trainee", "description": "Unlock Your Potential as a Financial Representative Trainee

At 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 Individual Insurance products.

Key Responsibilities:

  • Develop a deep understanding of our insurance products and services
  • Build strong relationships with clients to provide personalized financial advice
  • Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office
  • Meet the criteria of our Trainee Program

Requirements:

  • Ability to travel up to 50% of the work period
  • Maintain a valid driver's license
  • Pass the CRD/FINRA background check at hire and ongoing
  • Knowledge of the Insurance/Financial Services industry, products, and marketing practices
  • Bachelor's degree or equivalent preferred but not required

What We Offer:

  • A comprehensive training program to develop your skills and knowledge
  • A competitive starting wage of $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
  • Regular associates receive 11 paid holidays in 2024, including 2 floating holidays

About Us:

Mutual of Omaha is a leading provider of insurance and financial services. We're committed to helping our customers achieve their financial goals and live their best lives.

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