Financial Advisor Trainee - Accelerator Program

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

Benefits offered by this job

401(k) plan with company match

Vacation and paid holidays

Launch bonus after trainee completion

Job summary

Mutual of Omaha Insurance Co. is seeking a Financial Representative Trainee for our Acceler ator Program, a hands-on trainee experience to build a holistic financial practice selling Individual Insurance products.

You'll receive mentorship, training through self-study and projects, and support to become an independent Financial Advisor within 24 months. The program offers earnings in year one and a clear path to licensing and certification.

Qualifications

• Familiarity with insurance products and financial services is a plus.
• Licensing steps and licensing timelines will be learned during the program.
• Strong interpersonal and presentation skills.

Responsibilities

• Provide holistic financial advice to clients as part of the trainee program.
• Participate in classroom discussions, goal setting, and progress evaluation.
• Gain direct sales experience marketing Individual Insurance products and pass a competency test.
• Cultivate prospecting skills via research, targeting, networking and social media.
• Oversee content and paperwork flow through field and Home Office to ensure smooth underwriting.

Skills

Sales

Communication

Networking

Research

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking a Financial Representative Trainee for our Acceler ator Program, a hands-on trainee experience to build a holistic financial practice selling Individual Insurance products.

You'll receive mentorship, training through self-study and projects, and support to become an independent Financial Advisor within 24 months. The program offers earnings in year one and a clear path to licensing and certification.