Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

401(k) plan with company match

Paid vacation and holidays

Uncapped incentives

Bonus after trainee completion

Job summary

Mutual of Omaha Insurance Co. is offering an Accelerator Program to train Financial Representative Trainees in selling Individual Insurance products and building a holistic financial practice.

You will engage in self-study, hands-on projects, and mentorship to run your own business and develop lasting client relationships. The program includes licensing requirements, a structured path to becoming an independent Financial Advisor within roughly 24 months, and opportunities for significant

Qualifications

• Must obtain Life and Health insurance licenses prior to starting the job.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months of entry.
• Be highly self-motivated and results-oriented, working independently and as part of a team.

Responsibilities

• Participate in a comprehensive program to develop holistic financial advisory skills.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content, proposals and paperwork through field and Home Office to ensure a smooth underwriting process.

Skills

Self-motivation

Results oriented

Independent worker

Team collaboration

Travel readiness

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is offering an Accelerator Program to train Financial Representative Trainees in selling Individual Insurance products and building a holistic financial practice.

You will engage in self-study, hands-on projects, and mentorship to run your own business and develop lasting client relationships. The program includes licensing requirements, a structured path to becoming an independent Financial Advisor within roughly 24 months, and opportunities for significant