Career Opportunity: Financial Advisor Trainee

5 days ago


Round Rock, Texas, United States Mutual of Omaha Full time

We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee in Austin, TX.

Job Summary:

The successful candidate will participate in a comprehensive program designed to equip them 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.

Key Responsibilities:

  • Develop skills required to provide holistic financial advice to clients
  • Contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
  • Demonstrate appropriate skills and pass a sales process competency test
  • Gain direct sales experience in marketing Individual Insurance products to clients
  • Cultivate strong relationships with internal business partners

Requirements:

  • Ability to successfully achieve criteria of Trainee Program
  • 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

Benefits:

  • 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
  • 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

About Us:

We value diverse experience, skills, and passion for innovation. We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that we do.



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