Financial Advisor Trainee — Accelerator Program

Mutual of Omaha Insurance Co.; Coppell (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings potential: $36,000–$75,000 +

Sign-on bonus: $1,000

Accelerator program to independent FA

401(k) plan with company match

Paid vacation and holidays

Sponsorship-free employment

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program to train Financial Representative Trainees for selling Individual Insurance and building a practice.

The program combines self-study, hands-on projects and mentorship, aiming to qualify you as an independent Financial Advisor within ~24 months. You’ll earn from $36,000 to $75,000 in the first year, with uncapped incentives, plus a $1,000 bonus after trainee completion.

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.
• Be able to travel up to 50% of the time within the local metro area, hold and maintain a valid U.S. driver’s license, and have access to reliable transportation for meetings and appointments.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

Responsibilities

• You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
• You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
• You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• You’ll acquire an in‑depth understanding of our product offerings, demonstrating expertise in their features and benefits.
• You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Skills

Self-motivated

Results-oriented

Team player

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program to train Financial Representative Trainees for selling Individual Insurance and building a practice.

The program combines self-study, hands-on projects and mentorship, aiming to qualify you as an independent Financial Advisor within ~24 months. You’ll earn from $36,000 to $75,000 in the first year, with uncapped incentives, plus a $1,000 bonus after trainee completion.