Financial Advisor Trainee — Accelerate to Independence

Mutual of Omaha Insurance Co.

Allenton (WI)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

401(k) plan with company match
Bonus after trainee period

Job summary

Mutual of Omaha Insurance Co. invites ambitious individuals to join the Accelerator Program as Financial Representative Trainees. You’ll participate in a structured blend of self-study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice.

You’ll earn from $36,000 to $75,000 in your first year, with uncapped incentives after training. Licensing, travel, and a defined path to independent practice are included.

Qualifications

  • Must obtain Life and Health licenses before starting.
  • Securities licensing within 24 months of entry.
  • Willing to travel up to 50% within local metro area.
  • Access to reliable transportation for meetings and appointments.

Responsibilities

  • Develop skills to provide holistic financial advice to clients.
  • Sell Individual Insurance products to clients and pass a sales process competency test.
  • Cultivate prospecting skills via personal networks, events, and social media.
  • Acquire deep understanding of product offerings and their benefits.
  • Oversee completion of content, proposals and paperwork flow through Field and Home Office.

Skills

Self-motivated
Sales experience
Communication skills
Networking

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. invites ambitious individuals to join the Accelerator Program as Financial Representative Trainees. You’ll participate in a structured blend of self-study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice.

You’ll earn from $36,000 to $75,000 in your first year, with uncapped incentives after training. Licensing, travel, and a defined path to independent practice are included.

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