Financial Representative Trainee

2 days ago

cedar park, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Austin, TX

Location: Texas
Work Type: Full Time Regular
Job No: 503426
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

 

As a Financial Representative Trainee, you will 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 CAN OFFER YOU:

  • 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.
  • 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. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

  • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You’ll demonstrate appropriate skills and pass a sales process competency test.
  • You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.  
  • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

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
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply 

After applying, for inquiries about your application or the Need help? Email Us

Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Related Job Openings Financial Representative Trainee (Sales) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales)--Milwaukee, WI

Wisconsin | 503419

Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico

Puerto Rico | 503248

  • Financial Representative Trainee

    4 days ago

    Cedar Park, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key...

  • Financial Representative Trainee

    2 weeks ago

    Cedar Park, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TXLocation:TexasWork Type:Full Time RegularJob No:503426Categories:Sales, Early Career Programs, Financial Representative TraineeApplication Closes:Open Until FilledSHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies...

  • Financial Representative Trainee

    1 week ago

    Cedar Park, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Representative Trainee

    7 days ago

    Cedar Park, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503426 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Cedar Creek, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityAt 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:Develop and implement sales strategies to meet or exceed sales...

  • Financial Representative Trainee Position

    2 weeks ago

    Cedar City, Utah, United States Mutual of Omaha Full time

    Financial Representative Trainee Job DescriptionWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

  • Financial Representative Trainee

    1 week ago

    Hyde Park, Utah, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Mutual of Omaha is seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success.What We OfferHourly Wage: $16/hour during...

  • Financial Representative Trainee

    2 weeks ago

    Franklin Park, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success.What You'll Do:Participate in a comprehensive program...

  • Financial Representative Trainee

    1 week ago

    Galena Park, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityAre you looking for a challenging and rewarding career in the financial services industry?As a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This...

  • Financial Representative Trainee

    1 week ago

    Galena Park, Texas, United States Mutual of Omaha Full time

    Financial Representative TraineeAt 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 service and building strong relationships with our clients.Key Responsibilities:Participate in a comprehensive training program to develop...

  • Financial Representative Trainee

    4 weeks ago

    Elmwood Park, Illinois, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive training program and embark on a rewarding career in financial services. As a Financial Representative Trainee, you will develop the skills and expertise necessary to provide holistic financial advice to clients.What You'll Do:Participate in a structured...

  • Financial Representative Trainee

    1 week ago

    Stone Park, United States Mutual of Omaha Full time

    Unlock Your Potential in the Financial Services IndustryAre you driven to succeed and eager to launch your career in the financial services sector? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual...

  • Financial Representative Trainee

    4 weeks ago

    Elmwood Park, Illinois, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive training program and embark on a rewarding career in financial services. As a Financial Representative Trainee, you will develop the skills and expertise necessary to provide holistic financial advice to clients.What You'll Do:Participate in a structured...

  • Financial Representative Trainee

    4 weeks ago

    Stone Park, Illinois, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...

  • Financial Representative Trainee

    4 weeks ago

    Oak Park, Illinois, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin 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.What We Offer:A competitive hourly wage of $16/hour for up to 30 days.Promotion to a Financial...

  • Financial Representative Trainee

    4 weeks ago

    Cedar Park, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Representative Trainee

    4 weeks ago

    Cedar Creek, United States Mutual of Omaha Full time

    Financial Representative Trainee - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 502871 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Representative Trainee

    4 weeks ago

    Babson Park, United States Mutual of Omaha Full time

    Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Oak Park, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    2 weeks ago

    Oak Park, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...