Financial Advisor Trainee — Accelerated Path to Independence

Mutual of Omaha Insurance Co.; Royse City (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays

Bonus upon promotion

Job summary

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee to launch a career in financial services.

The role offers an Accelerator Program with mentorship to build a holistic financial practice focused on Individual Insurance products. Expect a structured trainee period, direct sales experience, licensing milestones, and a clear path to becoming an independent Financial Advisor within roughly two years.

Qualifications

• Must be eligible to obtain required insurance licenses.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Be highly self-motivated and results-oriented.

Responsibilities

• Participate in a comprehensive program to develop holistic financial advice skills.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills through networks, events, and social media.
• Acquire in-depth knowledge of product offerings and their benefits.
• Oversee content, proposals and paperwork throughfield and Home Office processes.

Skills

Self-motivated

Sales experience

Communication skills

Networking

Time management

Education

Bachelor's degree (preferred)

Job description

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee to launch a career in financial services.

The role offers an Accelerator Program with mentorship to build a holistic financial practice focused on Individual Insurance products. Expect a structured trainee period, direct sales experience, licensing milestones, and a clear path to becoming an independent Financial Advisor within roughly two years.