Financial Advisor Trainee: Accelerate to Independence

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

Benefits offered by this job

401(k) plan with company match

Vacation and paid holidays

Performance bonus after trainee period

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. You will join a comprehensive training track designed to build a holistic financial practice and sell Individual Insurance products.

Expect mentorship, hands-on projects, and classroom discussions to prepare you for independent advising. You will develop direct sales experience, complete licensing requirements, and demonstrate mastery of product features and benefits while traveling up to 50%

Qualifications

• Must obtain insurance licenses prior to starting
• Life and Health exam with up to two attempts allowed
• Securities licensing within 24 months of entry
• Highly self‑motivated and results‑oriented
• Hold a valid U.S. driver’s license and travel locally up to 50%

Responsibilities

• Develop skills to provide holistic financial advice to clients and participate in classroom discussions
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test
• Cultivate prospecting through personal networks, events, and social media
• Acquire deep understanding of product offerings and benefits
• Oversee content, proposals and paperwork flow through field and Home Office to ensure smooth underwriting

Skills

Self-motivated

Sales-minded

Strong communication

Team player

Willing to travel

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. You will join a comprehensive training track designed to build a holistic financial practice and sell Individual Insurance products.

Expect mentorship, hands-on projects, and classroom discussions to prepare you for independent advising. You will develop direct sales experience, complete licensing requirements, and demonstrate mastery of product features and benefits while traveling up to 50%