Fast-Track Financial Advisor Trainee

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

Benefits offered by this job

401(k) plan with company match

Paid vacation and holidays

Bonus after trainee period

Independent advisor path in ~24 months

Job summary

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee for an Accelerator Program designed to launch a long-term career in financial services.

You’ll gain hands-on experience selling Individual Insurance, building a holistic practice, and receive mentorship while learning to run your own business. The program offers earnings from $36,000–$75,000 in year one, plus incentives and a $1,000 bonus after trainee completion.

Qualifications

• Obtain the required insurance licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months.
• Travel up to 50% of the time within the local metro area.
• Must have a valid U.S. driver's license and reliable transportation.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Market Individual Insurance products to clients and pass a sales test.
• Cultivate prospecting skills via networks, events, and social media.
• Demonstrate product knowledge and benefit understanding.
• Oversee content, proposals and paperwork flow with field and Home Office.

Skills

Self-motivated

Sales skills

Goal setting

Team player

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee for an Accelerator Program designed to launch a long-term career in financial services.

You’ll gain hands-on experience selling Individual Insurance, building a holistic practice, and receive mentorship while learning to run your own business. The program offers earnings from $36,000–$75,000 in year one, plus incentives and a $1,000 bonus after trainee completion.