Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

Earnings potential: $36,000–$75,000 in

Bonus $1000 after trainee period

401(k) with 2% company contribution &

Paid vacation & holidays

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join its Accelerator Program as Financial Representative Trainees.

The program blends self-study, hands-on projects, and mentorship to prepare trainees to run their own financial practice selling Individual Insurance products. You will complete a comprehensive trainee experience, gain direct sales exposure, and work toward independent advisor status within about two years, backed by a structured benefits package and education-focused

Qualifications

• Must obtain required insurance licenses prior to start.
• CRD/FINRA background check at hire and ongoing; securities licensing within 24 months.

Responsibilities

• Develop skills to provide holistic financial advice to clients and actively participate in classroom discussions and goal-setting.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills via research, targeting, networking, and social media to grow client base.
• Acquire in-depth knowledge of product offerings and communicate benefits effectively.
• Oversee content, proposals, and paperwork flow through field and Home Office for smooth underwriting.

Skills

Self-motivated

Results oriented

Team player

Travel up to 50%

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join its Accelerator Program as Financial Representative Trainees.

The program blends self-study, hands-on projects, and mentorship to prepare trainees to run their own financial practice selling Individual Insurance products. You will complete a comprehensive trainee experience, gain direct sales exposure, and work toward independent advisor status within about two years, backed by a structured benefits package and education-focused