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

401(k) plan with 2% company contribute

6% company match

Paid vacation and holidays

Job summary

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

You will learn to sell Individual Insurance products and build a holistic financial practice through mentoring, self-study, and hands-on projects. The program offers a structured path to an independent Financial Advisor within 24 months, plus a 401(k) plan and company match.

Qualifications

• Must obtain insurance licenses prior to starting, with up to two attempts for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing.

Responsibilities

• Develop holistic financial advice for clients and participate in goal setting and progress meetings.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales competency test.
• Cultivate prospecting skills through research, networking, and social media.
• Demonstrate expertise in product offerings and their features and benefits.
• Oversee content, proposals, and paperwork flow to ensure smooth applications and underwriting.

Skills

Self-motivated

Results-oriented

Travel readiness

Education

Bachelor's degree or equivalent preferred

Job description

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

You will learn to sell Individual Insurance products and build a holistic financial practice through mentoring, self-study, and hands-on projects. The program offers a structured path to an independent Financial Advisor within 24 months, plus a 401(k) plan and company match.