Aspiring Financial Advisor - Accelerator Trainee

Mutual of Omaha Insurance Co.; Waukesha (WI); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings potential $36k–$75k firstyear

Sign-on bonus $1000

Accelerator Program for independent FY

401(k) plan with company match

Paid vacation and holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as Financial Representative Trainees.

This structured trainee experience trains you to sell Individual Insurance, build a sustainable practice, and earn a varied first-year income, with mentorship and a clear path to independence. You’ll complete licensing requirements, gain direct sales experience, and learn to manage client relationships while navigating onboarding and underwriting processes.

Qualifications

• 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.

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.

Education

Bachelor's degree or equivalent preferred but not required

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as Financial Representative Trainees.

This structured trainee experience trains you to sell Individual Insurance, build a sustainable practice, and earn a varied first-year income, with mentorship and a clear path to independence. You’ll complete licensing requirements, gain direct sales experience, and learn to manage client relationships while navigating onboarding and underwriting processes.