Financial Advisor Trainee

Mutual of Omaha

Austin (TX)

On-site

USD 36,000 - 75,000

Full time

14 days+

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Benefits offered by this job

$1000 bonus after successful trainee period
401(k) plan with company match
Work-life balance with paid time off

Job summary

A leading financial services provider in Austin is seeking a Financial Representative Trainee to join their Accelerator Program, designed for career success. You will engage in self-study, hands-on projects, and mentorship to excel in selling Individual Insurance and financial advising. This role offers earnings potential of $36,000-$75,000 in the first year, along with training bonuses, education support, and a 401(k) with matching contributions. Applicants must possess strong networking and communication skills, and be self-motivated.

Qualifications

  • Must obtain insurance licenses before starting, with two attempts allowed.
  • Must pass CRD/FINRA background check and securities licensing within 24 months.

Responsibilities

  • Participate in a comprehensive program to gain skills for holistic financial advice.
  • Gain direct sales experience in marketing Individual Insurance products.
  • Cultivate prospecting skills through networks and community events.

Skills

Self-motivated
Results-oriented
Networking
Communication

Education

Bachelor's degree or equivalent preferred

Job description

A leading financial services provider in Austin is seeking a Financial Representative Trainee to join their Accelerator Program, designed for career success. You will engage in self-study, hands-on projects, and mentorship to excel in selling Individual Insurance and financial advising. This role offers earnings potential of $36,000-$75,000 in the first year, along with training bonuses, education support, and a 401(k) with matching contributions. Applicants must possess strong networking and communication skills, and be self-motivated.
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