Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

401(k) plan with company match

Vacation

Paid holidays

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. The program provides mentorship, self-study, and hands-on projects to build a standalone financial practice in life insurance and financial services.

You will train to deliver holistic financial guidance, gain direct sales experience, and cultivate prospecting skills through networks, events, and social media while pursuing required licenses and passing compliance checks.

Qualifications

• Must be self-motivated and results-driven.
• Pass a background check (CRD/FINRA) on hire and ongoing.
• Willingness to travel up to 50% within the local metro area, and license readiness.

Responsibilities

• Develop skills to provide holistic financial advice to clients and participate in classroom discussions.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process test.
• Cultivate prospecting skills via personal networks, community events, and social media.
• Acquire in-depth understanding of product offerings and demonstrate their features and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office to ensure smooth underwriting.

Skills

Self-motivated

Results-oriented

Independent worker

Team collaboration

Sales aptitude

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. The program provides mentorship, self-study, and hands-on projects to build a standalone financial practice in life insurance and financial services.

You will train to deliver holistic financial guidance, gain direct sales experience, and cultivate prospecting skills through networks, events, and social media while pursuing required licenses and passing compliance checks.