Fast-Track Financial Advisor Trainee

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

Benefits offered by this job

Uncapped incentives

401(k) with company match

Paid vacation & holidays

Bonus after trainee completion

Job summary

Mutual of Omaha Insurance Co. seeks motivated individuals for an Accelerator Program as Financial Representative Trainee. You’ll receive mentorship, hands-on projects and self-study to build a holistic financial practice and sell Individual Insurance products.

Completion leads to independent advisor status within about 24 months. You’ll earn $36,000–$75,000 in year one with uncapped incentives after training, plus a $1,000 bonus on promotion.

Qualifications

• Meet trainee program requirements and license prior to start.
• CRD/FINRA background check cleared at hire and ongoing.
• Willing to travel up to 50% within the local metro area.
• Valid U.S. driver’s license and reliable transportation.
• Able to work independently and as part of a team.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills through networks, events and social channels.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content and paperwork flow through field and Home Office toward underwriting.

Skills

Self-motivated

Sales aptitude

Communication

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks motivated individuals for an Accelerator Program as Financial Representative Trainee. You’ll receive mentorship, hands-on projects and self-study to build a holistic financial practice and sell Individual Insurance products.

Completion leads to independent advisor status within about 24 months. You’ll earn $36,000–$75,000 in year one with uncapped incentives after training, plus a $1,000 bonus on promotion.