Financial Advisor Trainee Accelerator Path to Independence

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

Benefits offered by this job

401(k) with company match

Paid vacation & holidays

Bonus after trainee completion

Job summary

Mutual of Omaha Insurance Co. invites motivated individuals to join our Accelerator Program as Financial Representative Trainees. This hands-on trainee experience is designed to build a sustainable, holistic financial practice through mentorship, self-study, and real client work.

The role offers an earnings range of $36,000 to $75,000 in the first year, with uncapped incentives after training completion. A $1,000 bonus is awarded after successful trainee completion and promotion, plus

Qualifications

• Must obtain insurance licenses prior to starting the job, with up to two attempts for Life and Health exams.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry into program.
• Willingness to travel up to 50% of the time within the local metro area.

Responsibilities

• Participate in a comprehensive program to develop skills to provide holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills via personal networks and events, including social media.
• Acquire in-depth understanding of product offerings and benefits.
• Oversee content, proposals, and paperwork through field and Home Office for underwriting.

Skills

Self-motivation

Goal setting

Networking

Communication

Time management

Education

Bachelor's degree (preferred)

Job description

Mutual of Omaha Insurance Co. invites motivated individuals to join our Accelerator Program as Financial Representative Trainees. This hands-on trainee experience is designed to build a sustainable, holistic financial practice through mentorship, self-study, and real client work.

The role offers an earnings range of $36,000 to $75,000 in the first year, with uncapped incentives after training completion. A $1,000 bonus is awarded after successful trainee completion and promotion, plus