Financial Advisor Trainee — Accelerate Your Practice

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

Benefits offered by this job

Uncapped incentives

401(k) plan with company match

Vacation and paid holidays

Job summary

Mutual of Omaha Insurance Co. offers a Financial Representative Trainee program designed to equip you with the skills to build a holistic financial practice and sell Individual Insurance products.

You will receive mentorship, hands-on projects, and self-study to prepare you to run your own business and pursue long-term success. The program emphasizes direct sales experience, licensing milestones, and a path to independent advisory roles within about 24 months, with opportunities for advancement

Qualifications

• Must obtain Life and Health insurance licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry into the program.
• Travel up to 50% of time within the local metro area.
• Valid U.S. driver’s license and reliable transportation.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Contribute to classroom discussions, goal setting sessions and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills through networks, events and social media.
• Oversee content, proposals and paperwork flow with field and Home Office to ensure smooth underwriting.

Skills

Self-motivated

Results-oriented

Independent

Team player

Sales experience

Communication skills

Networking

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. offers a Financial Representative Trainee program designed to equip you with the skills to build a holistic financial practice and sell Individual Insurance products.

You will receive mentorship, hands-on projects, and self-study to prepare you to run your own business and pursue long-term success. The program emphasizes direct sales experience, licensing milestones, and a path to independent advisory roles within about 24 months, with opportunities for advancement