Financial Advisor Trainee — Accelerate to Independent Advisor

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

Benefits offered by this job

401(k) plan with company match

Paid vacation & holidays

Accelerator Program

Job summary

Mutual of Omaha Insurance Co. seeks ambitious Financial Representative Trainees for its Accelerator Program. You will learn to provide holistic financial advice, market Individual Insurance products, and build a self-sustaining practice with mentorship and hands-on projects.

Program aims to transition you to independent Financial Advisor within 24 months. Competitive first-year earnings with uncapped incentives and a training-focused environment are offered.

Qualifications

• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Pass the CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be able to travel up to 50% of the time within the local metro area; valid U.S. driver's license and reliable transportation.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate prospecting skills through research, targeting, networking, and social media.
• Acquire in-depth understanding of product offerings and demonstrate knowledge of features and benefits.
• Oversee completion of content, proposals, and paperwork flow through field and Home Office for a seamless underwriting process.

Skills

Self-motivated

Results-oriented

Independent worker

Team player

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. seeks ambitious Financial Representative Trainees for its Accelerator Program. You will learn to provide holistic financial advice, market Individual Insurance products, and build a self-sustaining practice with mentorship and hands-on projects.

Program aims to transition you to independent Financial Advisor within 24 months. Competitive first-year earnings with uncapped incentives and a training-focused environment are offered.