Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

401(k) plan with company match

Bonus after trainee period

Paid time off & holidays

Education Accelerator Program

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees for its Accelerator Program in the United States. You will train to sell Individual Insurance products and build a financial practice, supported by mentorship and self-study.

A path to independent advisory work is outlined within 24 months or less. You’ll gain hands-on sales experience, learn about our products, and progress through a structured training plan.

Qualifications

• Must obtain insurance licenses prior to starting
• Pass the CRD/FINRA background check at hire and ongoing
• Securities licensing required within 24 months of entry
• Be highly self-motivated and results-oriented
• Travel up to 50% of the time within the local metro area; valid U.S. driver’s license required
• Applicant must not require sponsorship for employment

Responsibilities

• Develop holistic financial advice skills and engage in classroom discussions and goal-setting sessions
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test
• Cultivate prospecting skills via research, targeting, networking, and community events
• Acquire in-depth knowledge of product offerings and demonstrate their features and benefits
• Oversee content, proposals and paperwork flow through field and Home Office to ensure smooth applications and underwriting

Skills

Self-motivated

Sales experience

Prospecting

Communication

Networking

Teamwork

Goal setting

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees for its Accelerator Program in the United States. You will train to sell Individual Insurance products and build a financial practice, supported by mentorship and self-study.

A path to independent advisory work is outlined within 24 months or less. You’ll gain hands-on sales experience, learn about our products, and progress through a structured training plan.