Financial Advisor Trainee — Accelerator for Independent Practice

Mutual of Omaha Insurance Co.

Irving (TX)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

401(k) with company match
Vacation & holidays
$1,000 bonus on promotion
Uncapped incentives

Job summary

Mutual of Omaha Insurance Co. seeks driven individuals for its Accelerator Program to become Financial Representatives Trainees.

You’ll complete a comprehensive trainee experience designed to build a holistic practice around selling Individual Insurance products and serving clients, with mentorship and hands‑on projects to launch your own business. The program offers earnings from $36,000 to $75,000 in the first year plus uncapped incentives after training, a $1,000 bonus on promotion, a 401(k)

Qualifications

  • Be highly self‑motivated and results‑oriented, working both independently and as part of a team.
  • 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 of entry into the program.
  • Meet trainee program requirements and gain the skills and knowledge to excel.

Responsibilities

  • Develop the skills to provide holistic financial advice to clients through classroom discussions, goal setting, and progress reviews.
  • Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
  • Cultivate prospecting skills via research, targeting, networking, events and social media.
  • Acquire in‑depth understanding of product offerings and demonstrate their features and benefits.
  • Oversee content, proposals, and paperwork flow across field and Home Office for a seamless application and underwriting process.

Skills

Self-motivated
Goal oriented
Team player
Travel willingness

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks driven individuals for its Accelerator Program to become Financial Representatives Trainees.

You’ll complete a comprehensive trainee experience designed to build a holistic practice around selling Individual Insurance products and serving clients, with mentorship and hands‑on projects to launch your own business. The program offers earnings from $36,000 to $75,000 in the first year plus uncapped incentives after training, a $1,000 bonus on promotion, a 401(k)

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