Financial Representative Trainee (Sales) - Houston, TX
Company: Mutual of Omaha
Location: Pearland
Posted on: September 1, 2025
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Job Description:
Financial Representative Trainee (Sales) - Houston, TX Location:
Texas Work Type: Full Time Regular Job No: 503753 Categories:
Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled 2025-08-29 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. WHAT WE CAN OFFER YOU: Step into a
career with earnings from $36,000–$75,000 in your first year, plus
uncapped incentives once you complete training – where your effort
determines your earnings! $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. See our
benefits and perks page for details. 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! After applying, for inquiries about
your application or the hiring process please email our Talent
Acquisition area at careers@mutualofomaha.com . Fair Chance Notices
Need help? Email Us Apply Now Great place to work 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”. See All Awards An inclusive culture Surround yourself
with an authentic and inclusive culture. Your strengths and
differences will be valued and celebrated by a diverse community of
co?workers. Discover Our Culture Related Job Openings Sales Manager
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Keywords: Mutual of Omaha, College Station , Financial Representative Trainee (Sales) - Houston, TX, Sales , Pearland, Texas
