Financial Representative Trainee (Sales) - Austin, TX

Mutual of Omaha; Austin (TX); On-site; USD 36,000; Full time

Job summary

An established industry player is on the lookout for driven individuals to join their Accelerator Program as Financial Representative Trainees. This dynamic opportunity offers comprehensive training designed to equip you with the skills necessary for success in the financial services sector. You will learn to market Individual Insurance products while gaining valuable sales experience, all within a supportive and inclusive environment. With a focus on personal growth and professional development, this role provides a pathway to a rewarding career as an independent Financial Advisor. If you're self-motivated and eager to make a difference, this could be the perfect fit for you!

Benefits

401(k) plan with company match

Education-based training program

Sales incentives

Diversity and inclusion culture

Authentic workplace environment

Qualifications

• Obtain required insurance licenses before starting.
• Successfully complete the trainee program requirements.

Responsibilities

• Develop skills to provide holistic financial advice.
• Gain direct sales experience in marketing Individual Insurance products.

Skills

Sales Skills

Communication Skills

Networking

Research Skills

Education

Bachelor's Degree

Job description

Financial Representative Trainee (Sales) - Austin, TX

Location: Texas
Work Type: Full Time Regular
Job No: 503750
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

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.

Want more jobs like this?

Get Advertising and Marketing jobs in Austin, TX delivered to your inbox every week.

• Hourly Wage: $16/hour during the trainee 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 to an independent Financial Advisor.
• 401(k) plan with a 2% company contribution and 6% company match.
• 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.
• 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!

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”.

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

Client-provided location(s): Austin, TX, USA

Client-provided location(s): Austin, TX, USA Job ID: 6214_503750-169c542306442d8ef169c0761d661257
Employment Type: Full Time