Financial Rep - Upcoming Grad
Company: Mutual of Omaha
Location: Irving
Posted on: October 16, 2024
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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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.
, 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.
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- 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!
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After applying, for inquiries about your application or the please
email our Talent Acquisition area at careers@mutualofomaha.com.
Need help? Email Us
Apply Now
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Keywords: Mutual of Omaha, Fort Worth , Financial Rep - Upcoming Grad, Accounting, Auditing , Irving, Texas
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