Financial Advisor Trainee: Accelerate to Independence

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

Benefits offered by this job

401(k) plan with match

Sign-on bonus

Bonus incentive

Paid holidays

Vacation and time off

Job summary

Mutual of Omaha Insurance Co. offers an Accelerator Program for Financial Representative Trainees in Minneapolis.

The program builds ready-to-sell knowledge for Individual Insurance products with mentorship and hands-on projects, designed to launch your own financial practice. You’ll complete licenses, gain direct sales experience, and progress through a structured trajectory toward independent advisory status within about 24 months, with a supportive education-based framework and a clear

Qualifications

• 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.
• Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously.

Responsibilities

• Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
• Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
• 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

Job description

Mutual of Omaha Insurance Co. offers an Accelerator Program for Financial Representative Trainees in Minneapolis.

The program builds ready-to-sell knowledge for Individual Insurance products with mentorship and hands-on projects, designed to launch your own financial practice. You’ll complete licenses, gain direct sales experience, and progress through a structured trajectory toward independent advisory status within about 24 months, with a supportive education-based framework and a clear