Financial Advisor Trainee — Accelerator Path

Mutual of Omaha Insurance Co.

Justin (TX)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Training and development program
401(k) plan with company contributions
Vacation and paid holidays
Uncapped incentives and earnings
No sponsorship required

Job summary

Mutual of Omaha Insurance Co. invites you to join its Accelerator Program as a Financial Representative Trainee.

This dynamic trainee experience is designed to launch a long‑term career in financial services and to prepare you to sell Individual Insurance while building a holistic financial practice under seasoned mentors. You will engage in self‑study, hands‑on projects, and mentorship, gaining exposure to classroom discussions, goal setting, and real‑world client interactions as you progress

Qualifications

  • Must obtain insurance licenses prior to starting (Life & Health) with up to two attempts.
  • Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
  • Be willing to travel up to 50% of the time within the local metro area; hold a valid U.S. driver’s license.
  • Highly self-motivated and results-oriented; able to work both independently and as part of a team.
  • Access to reliable transportation for meetings and appointments.
  • Promote diversity and inclusion; remain curious and open to new ideas.

Responsibilities

  • Develop the skills to provide holistic financial advice to clients; participate in classroom discussions and goal setting.
  • Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
  • Cultivate prospecting skills through personal networks, community events, and social media.
  • Acquire an in-depth understanding of our product offerings and demonstrate their features and benefits.
  • Oversee content, proposals and paperwork to ensure a seamless application and underwriting process.

Skills

Self-motivated
Results-oriented
Strong communication
Sales experience
Team player

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. invites you to join its Accelerator Program as a Financial Representative Trainee.

This dynamic trainee experience is designed to launch a long‑term career in financial services and to prepare you to sell Individual Insurance while building a holistic financial practice under seasoned mentors. You will engage in self‑study, hands‑on projects, and mentorship, gaining exposure to classroom discussions, goal setting, and real‑world client interactions as you progress

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