Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

Bonus after trainee completion

401(k) plan with company match

Vacation and paid holidays

Job summary

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee.

You’ll engage in a structured trainee experience designed to build a sustainable, holistic financial practice by learning to sell Individual Insurance products with mentorship and hands-on projects. You’ll be supported to obtain required licenses, gain direct sales experience, and develop prospecting skills while networking in the community.

Qualifications

• Becoming licensed in Life and Health insurance prior to starting
• Pass CRD/FINRA background check at hire and ongoing
• Securities licensing required within 24 months of entry
• Travel up to 50% of the time within the local metro area
• Valid U.S. driver’s license and reliable transportation
• Promote diversity and inclusion in all activities

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test
• Cultivate prospecting skills through networks, events, and social media
• Acquire in-depth product knowledge and communicate benefits clearly
• Oversee content, proposals, and paperwork flow through field and Home Office

Skills

Self-motivated

Sales experience

Goal setting

Networking

Communication

Teamwork

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee.

You’ll engage in a structured trainee experience designed to build a sustainable, holistic financial practice by learning to sell Individual Insurance products with mentorship and hands-on projects. You’ll be supported to obtain required licenses, gain direct sales experience, and develop prospecting skills while networking in the community.