Financial Professional Trainee - Benefits + 401K
Company: Mutual of Omaha
Location: Hurst
Posted on: March 3, 2025
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Job Description:
Financial Representative Trainee (Sales) - Dallas, TX
Location: Texas
Work Type: Full Time Regular
Job No: 503423
Categories: Sales, Early Career Programs, Financial Representative
Trainee
Application Closes: Open Until Filled
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Are 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. As a
Financial Representative Trainee, you'll embark on a comprehensive
program that equips you with the skills and competencies necessary
to excel in selling Individual Insurance products and building a
sustainable, holistic financial practice. Through a combination of
self-study, hands-on projects, and experienced mentorship, you'll
receive the training and support you need to run your own business
and build a rewarding career.
WHAT WE CAN OFFER YOU:
- Hourly Wage: $16/hour during the training period, which lasts
up to 30 days.
- Upon completion of the trainee period, promotion to a Financial
Representative with a---$36,000 annual base plus unlimited monthly
sales incentive.
- $1000 bonus after successful completion of trainee period and
promotion to a Financial Representative.
- An education-based Accelerator Program designed to successfully
transition you into an independent Financial Advisor.
, 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 2025, 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 2025, which is prorated based on the
start date.
- 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 gain valuable direct sales experience in marketing
Individual Insurance products to clients and pass a sales process
competency test.
- You'll cultivate and sustain prospecting skills such as
research, targeting, networking, communication and more through use
of personal networks, community events, and social media.
- You'll 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:
- Successfully meet all trainee program requirements, gaining the
skills and knowledge needed to excel.
- Obtain the required insurance licenses prior to starting the
job, with up to two attempts allowed for the Life and Health exam.
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- Pass the CRD/FINRA background check at hire and ongoing, with
securities licensing required within 24 months of entry into the
program.
- Be highly self-motivated and results-oriented, working both
independently and as part of a team. -
- Be able to travel up to 50% of the time, hold and maintain a
valid U.S. driver's license, and have access to reliable
transportation for meetings and appointments. -
- 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 please email our Talent Acquisition area at careers@mutualofomaha.com.
Need help? Email Us
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Keywords: Mutual of Omaha, Dallas , Financial Professional Trainee - Benefits + 401K, Accounting, Auditing , Hurst, Texas
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