Financial Advisor Trainee: Accelerated Path to Independence

Mutual of Omaha Insurance Co.; Franklin (WI); Presencial; USD 36.000 - 75.000; Tempo integral

Benefícios oferecidos por esta vaga

Education-based Accelerator Program

401(k) with company match

Bonus after promotion

Paid vacation & holidays

No sponsorship required

Resumo da vaga

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring Financial Representatives to build a holistic practice and sell Individual Insurance products through mentorship and hands-on training.

The program combines classroom learning, projects, and real client exposure to prepare you for independent advisory work. You’ll progress toward required Life and Health licenses, achieve securities licensing within 24 months, and develop prospecting and relationship-building skills.

Qualificações

• 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.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.

Responsabilidades

• Develop holistic financial advice for clients through a comprehensive training program.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test.
• Cultivate prospecting skills via research, networking, events, and social media.
• Acquire in-depth understanding of product offerings and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office for underwriting.

Conhecimentos

Self-motivated

Results-oriented

Team player

Formação

Bachelor's degree or equivalent preferred

Descrição da vaga

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring Financial Representatives to build a holistic practice and sell Individual Insurance products through mentorship and hands-on training.

The program combines classroom learning, projects, and real client exposure to prepare you for independent advisory work. You’ll progress toward required Life and Health licenses, achieve securities licensing within 24 months, and develop prospecting and relationship-building skills.