Mutual of Omaha
Financial Representative Trainee (Sales) - Austin, TX
Mutual of Omaha, Austin, Texas, us, 78716
Financial Representative Trainee (Sales) - Austin, TX
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Financial Representative Trainee (Sales) - Austin, TX
role at
Mutual of Omaha
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 for selling Individual Insurance products and building a sustainable, holistic financial practice. Through self‑study, projects, and mentorship, you’ll receive training and support to run your own business and build a rewarding career.
What We Can Offer You
Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – your effort determines your earnings!
$1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
An education‑based Accelerator Program designed to transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work‑life balance with vacation, personal time, and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
What You’ll Do
Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, including classroom discussion, goal setting, and progress evaluation meetings.
Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
Cultivate prospecting skills such as research, targeting, networking, communication, and more through personal networks, community events, and social media.
Acquire an in‑depth understanding of our product offerings, demonstrating expertise in their features and benefits.
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 necessary skills and knowledge.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
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 independently and as part of a team.
Travel up to 50% of the time, hold a valid U.S. driver’s license, and have reliable transportation for meetings and appointments.
Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all 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 hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
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Financial Representative Trainee (Sales) - Austin, TX
role at
Mutual of Omaha
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 for selling Individual Insurance products and building a sustainable, holistic financial practice. Through self‑study, projects, and mentorship, you’ll receive training and support to run your own business and build a rewarding career.
What We Can Offer You
Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – your effort determines your earnings!
$1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
An education‑based Accelerator Program designed to transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work‑life balance with vacation, personal time, and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
What You’ll Do
Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, including classroom discussion, goal setting, and progress evaluation meetings.
Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
Cultivate prospecting skills such as research, targeting, networking, communication, and more through personal networks, community events, and social media.
Acquire an in‑depth understanding of our product offerings, demonstrating expertise in their features and benefits.
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 necessary skills and knowledge.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
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 independently and as part of a team.
Travel up to 50% of the time, hold a valid U.S. driver’s license, and have reliable transportation for meetings and appointments.
Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all 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 hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
#J-18808-Ljbffr