Financial Representative
| Verified Pay check_circle | Provided by the employer$36000 - $75000 per year |
|---|---|
| Hours | Full-time |
| Location | Dallas, TX Dallas, Texas open_in_new |
About this job
Job Description
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. For more than a century, Mutual of Omaha has been committed to listening to our customers and helping them through life's transitions by providing an array of insurance and financial products.
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.
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 within 24 months or less.
- 401(k) plan with a 2% company contribution and 6% company match.
- Medical, dental and vision insurance
- Life insurance
- Short and long term disability
- Accidental death and dismemberment
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.
Requirements:
- Knowledge of the Insurance/Financial Services industry, products and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
- 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 within the local metro area, 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.
Plan to attend and meet face-to-face with hiring managers.
Candidates will be considered for this position whether or not you attend the job fair.
Pre-Register online at:
https://catalystcareergroup.com/event/dallas-job-fair-9-2026/
Dallas Job Fair
Tuesday, September 29, 2026
10:00AM - 12:30PM
Renaissance Dallas Addison Hotel
15201 Dallas Parkway
Addison, TX 75001
All of the companies at our job fairs have open positions they are seeking to fill.
Tips for Success:
- Pre-register—Receive notifications of any updates or changes to the event, and receive information about upcoming events in your area.
- Dress professionally—First impressions go a long way.
- Bring multiple copies of your resume.
- Doors open at 10:00 AM and the Job Fair ends at 12:30 PM
- Bring a friend—All job seekers are welcome.
- Prepare a brief but effective “brag” to let the people you meet get to know you.
- Keep an open mind—Meet with as many of the companies as you can; you may be pleasantly surprised at what you find.
Remember, the best way to be considered for a position is to meet the hiring managers in person. Plan to attend this event!
(Candidates will be considered for this position whether or not you attend the job fair.)
Pre-Register online at:
https://catalystcareergroup.com/event/dallas-job-fair-9-2026/