Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

Earnings $36k–$75k first year

$1000 bonus after trainee period

Accelerator Program to independent FA

401(k) with 2% company contribution

6% company match

Paid vacation & holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. offers an Accelerator Program for aspiring financial professionals. As a Financial Representative Trainee, you’ll gain hands‑on experience selling Individual Insurance products while building a holistic financial practice, through self‑study, projects, and mentorship.

You may travel up to 50% in the local metro area, complete required insurance licenses, pass a background check, and advance to a Financial Advisor within 24 months or less.

Qualifications

• Obtain the required insurance licenses prior to starting.
• Pass CRD/FINRA background checks as part of hire.
• Securities licensing within 24 months of entry.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting through networks, events, and social media.
• Understand product offerings and demonstrate their features and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office.

Skills

Self-motivated

Team player

Sales-oriented

Communication

Time management

Education

Bachelor's degree

Job description

Mutual of Omaha Insurance Co. offers an Accelerator Program for aspiring financial professionals. As a Financial Representative Trainee, you’ll gain hands‑on experience selling Individual Insurance products while building a holistic financial practice, through self‑study, projects, and mentorship.

You may travel up to 50% in the local metro area, complete required insurance licenses, pass a background check, and advance to a Financial Advisor within 24 months or less.