Financial Representative Trainee (Sales) - Austin, TX

Mutual of Omaha is seeking passionate individuals to join their Accelerator Program as Financial Representative Trainees. This role involves a comprehensive program that equips trainees with skills to sell Individual Insurance products and build a sustainable financial practice through mentorship and hands-on projects.

Responsibilities

• 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

Skills

• 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
• Knowledge of the Insurance/Financial Services industry, products and marketing practices
• Bachelor's degree or equivalent preferred but not required

Benefits

• $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.
• Work-life balance with vacation, personal time and paid holidays.

Company Overview