Financial Advisor Trainee — Accelerator Path

Mutual of Omaha Insurance Co.; Town of Caledonia (WI); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings from $36k–$75k first year

$1000 bonus after trainee period

Accelerator Program to independent FA

401(k) plan with company contributions

Paid vacation and holidays

Job summary

Mutual of Omaha Insurance Co. offers an Accelerator Program for Financial Representative Trainees to develop skills for a holistic financial practice.

You’ll train through self-study, hands-on projects, and mentorship to run your own business and pursue a rewarding career in selling Individual Insurance products. Expect a structured program designed to transition you to an independent Financial Advisor within 24 months or less, with earnings potential from $36,000 to $75,000 in the first year

Qualifications

• License prerequisites: obtain required insurance licenses prior to starting.
• CrD/FINRA background check required at hire and ongoing.
• Securities licensing within 24 months of entry.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Build prospecting skills via personal networks, events, and social media.
• Master product offerings and their features/benefits.
• Handle content, proposals and paperwork flow through field and Home Office.

Skills

Self-motivated

Results-oriented

Willing to travel

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. offers an Accelerator Program for Financial Representative Trainees to develop skills for a holistic financial practice.

You’ll train through self-study, hands-on projects, and mentorship to run your own business and pursue a rewarding career in selling Individual Insurance products. Expect a structured program designed to transition you to an independent Financial Advisor within 24 months or less, with earnings potential from $36,000 to $75,000 in the first year