Financial Advisor Trainee — Accelerator Program

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

Benefits offered by this job

401(k) plan with company match

$1000 bonus after trainee completion

Vacation and paid holidays

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for a Financial Representative Trainee. You'll join a structured trainee experience to build a sustainable financial practice, selling Individual Insurance and developing a holistic client advisory approach.

Expect hands-on projects, mentorship, and a pathway to independent advisory roles within ~24 months. The program offers competitive first-year earnings and a clear promotion track with benefits and milestones.

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.

Responsibilities

• Develop skills to provide holistic financial advice to clients and participate in goal setting.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test.
• Cultivate prospecting skills through networks, events, and social media.
• Acquire in-depth knowledge of product offerings and explain their features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office to streamline underwriting.

Skills

Self-motivation

Sales experience

Communication skills

Networking

Teamwork

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for a Financial Representative Trainee. You'll join a structured trainee experience to build a sustainable financial practice, selling Individual Insurance and developing a holistic client advisory approach.

Expect hands-on projects, mentorship, and a pathway to independent advisory roles within ~24 months. The program offers competitive first-year earnings and a clear promotion track with benefits and milestones.