Financial Advisor Trainee — Accelerator Path to Independence

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

Benefits offered by this job

Earnings potential (36k-75k first year

$1000 trainee bonus

Education Accelerator program

401(k) with company match

Paid vacation and holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. offers a Financial Representative Trainee program designed to launch a lifelong career in financial services.

You will receive structured training, mentorship, and hands-on projects to build a holistic practice and a strong foundation in selling Individual Insurance products. The program aims to transition you to an independent Financial Advisor within 24 months, with a competitive first-year earnings range and promotions based on performance.

Qualifications

• Highly self-motivated and results-oriented, able to work independently and in a team.
• Direct sales experience in marketing insurance products is advantageous.
• Willingness to obtain required licenses and pass background checks within specified timelines.

Responsibilities

• Develop holistic financial advice skills through a comprehensive trainee program.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire deep knowledge of product offerings and their features and benefits.
• Oversee content and paperwork flow for applications and underwriting.

Skills

Self-motivated

Team player

Results oriented

Sales experience

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. offers a Financial Representative Trainee program designed to launch a lifelong career in financial services.

You will receive structured training, mentorship, and hands-on projects to build a holistic practice and a strong foundation in selling Individual Insurance products. The program aims to transition you to an independent Financial Advisor within 24 months, with a competitive first-year earnings range and promotions based on performance.