Financial Advisor Trainee: Accelerate Your Insurance Career

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

Benefits offered by this job

401(k) with company match

Paid holidays

Vacation & personal time

Job summary

Mutual of Omaha Insurance Co. in Tampa, FL is offering a Financial Representative Trainee program to build a holistic financial practice and learn to sell Individual Insurance products.

This Accelerator Program combines self-study, hands-on projects and mentorship to prepare you for independent advisory work within 24 months, with earnings potential from $36,000 to $75,000 in the first year and a $1,000 promotion bonus upon successful completion.

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; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented, working 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.
• Promote a culture of diversity and inclusion, listen courageously and stay curious.

Responsibilities

• Develop the skills to provide holistic financial advice to clients; participate in classroom discussions and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products and pass a sales-process competency test.
• Cultivate prospecting skills via networks, events, and social media to build a client base.
• Acquire in-depth understanding of product offerings and demonstrate their features and benefits.
• Oversee completion of content, proposals and paperwork flow through field and Home Office for a smooth underwriting process.

Skills

Self-motivation

Sales aptitude

Networking

Communication skills

Teamwork

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. in Tampa, FL is offering a Financial Representative Trainee program to build a holistic financial practice and learn to sell Individual Insurance products.

This Accelerator Program combines self-study, hands-on projects and mentorship to prepare you for independent advisory work within 24 months, with earnings potential from $36,000 to $75,000 in the first year and a $1,000 promotion bonus upon successful completion.