Financial Advisor Trainee: Accelerate to Independence

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

Benefits offered by this job

Earnings potential: $36,000–$75,000

Sign-on bonus: $1,000 after trainee

Accelerator program for independent AD

401(k) with 2% company contribution &

Job summary

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainees. Earn $36,000–$75,000 in year one with uncapped incentives as you complete training and move to a Financial Representative role.

You’ll gain education-based training to become an independent advisor within 24 months, with a 401(k) plan and a company match. Travel up to 50% of the time and sponsorship-free employment are part of the package.

Qualifications

• Must obtain Life and Health licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Willing to travel up to 50% within the local metro area.
• Hold a valid U.S. driver’s license and have reliable transportation.

Responsibilities

• Develop financial advisory skills through the accelerator program and classroom discussions.
• Sell Individual Insurance products and build a holistic financial practice.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire in-depth knowledge of product offerings and benefits to advise clients.
• Oversee content, proposals and paperwork flow through field and Home Office for smooth underwriting.

Skills

Self-motivation

Sales experience

Networking

Communication

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainees. Earn $36,000–$75,000 in year one with uncapped incentives as you complete training and move to a Financial Representative role.

You’ll gain education-based training to become an independent advisor within 24 months, with a 401(k) plan and a company match. Travel up to 50% of the time and sponsorship-free employment are part of the package.