Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

Bonus after trainee completion

Accelerator Program for career path

401(k) plan with company match

Paid vacation and holidays

Job summary

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

This dynamic trainee experience combines self-study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice. You’ll gain direct sales experience, participate in goal setting, and work toward becoming an independent Financial Advisor within roughly 24 months.

Qualifications

• 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 highly self-motivated and results-oriented, working both independently and as part of a team.
• 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.

Responsibilities

• You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
• 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-motivation

Sales experience

Customer service

Education

Bachelor's degree or equivalent

Job description

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

This dynamic trainee experience combines self-study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice. You’ll gain direct sales experience, participate in goal setting, and work toward becoming an independent Financial Advisor within roughly 24 months.