Financial Representative Trainee (Sales) - Dallas, TX

$33,280 - $36,000/Yr

Mutual of Omaha - Dallas, TX

Full-time - Entry Level

Dallas, TX

Insurance Carriers and Related Activities

About the position

As a Financial Representative Trainee, you will engage in a structured program designed to develop your skills in selling Individual Insurance products. This role combines self-study with hands-on projects, preparing you for a successful career as a Financial Advisor. The position offers a starting wage of $16/hour, transitioning to a base salary of $36,000 plus incentives upon successful completion of training and licensing.

Responsibilities

• Participate in a comprehensive training program to develop skills for providing financial advice.
• Contribute to classroom discussions and participate in goal-setting sessions.
• Demonstrate sales skills and pass a sales process competency test.
• Gain direct sales experience in marketing Individual Insurance products.
• Cultivate and maintain strong relationships with internal business partners.
• Oversee the completion of content, proposals, and paperwork for a seamless application process.

Requirements

• Ability to successfully complete the Trainee Program criteria.
• Ability to pass and apply for insurance licenses within 14 days of starting the job.
• Must pass the CRD/FINRA background check and obtain securities licensing within 24 months.
• Highly self-motivated and results-oriented, capable of working independently and in a team.
• Ability to travel up to 50% of the work period and maintain a valid U.S. driver's license.

Nice-to-haves

• Knowledge of the Insurance/Financial Services industry and marketing practices.
• Bachelor's degree or equivalent experience preferred.

Benefits

• 401(k) plan with a 2% company contribution and 6% company match.
• Up to 15 days of vacation per year for full-time associates.
• 11 paid holidays in 2024, including 2 floating holidays.
• Sick leave provided through personal time.
• Up to 40 hours of personal time in 2024, prorated based on start date.