Financial Advisor Trainee: Accelerated Path to Independence

Mutual of Omaha Insurance Co.; Plano (TX); Sur place; USD 36 000 - 75 000; Plein temps

Avantages offerts par ce poste

401(k) plan with company match

Vacation, personal time & paid holidys

Signing bonus $1000

Résumé du poste

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring financial professionals.

As a Financial Representative Trainee you will receive structured training, mentorship, and hands-on projects to build a holistic financial practice centered on Individual Insurance products. Participants gain direct sales experience, engage in goal setting and progress reviews, and work toward licenses for life and health.

Qualifications

• Obtain insurance licenses prior to starting.
• Pass the CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Willing to travel up to 50% of the time.
• Must have a valid U.S. driver's license and reliable transportation.

Responsabilités

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

Connaissances

Sales and client relations

Self-motivation

Financial services knowledge

Networking

Communication skills

Formation

Bachelor's degree or equivalent

Description du poste

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring financial professionals.

As a Financial Representative Trainee you will receive structured training, mentorship, and hands-on projects to build a holistic financial practice centered on Individual Insurance products. Participants gain direct sales experience, engage in goal setting and progress reviews, and work toward licenses for life and health.