Financial Advisor Trainee: Accelerator to Advisor

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

Benefits offered by this job

Earnings 36k-75k

Bonus after trainee

Accelerator Program

401(k) match

Paid time off

Sponsorship-free employment

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring financial representatives. As a Financial Representative Trainee, you’ll complete a structured trainee experience to sell Individual Insurance and build a holistic practice through mentorship and hands-on projects.

The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training. A $1,000 bonus is awarded after successful trainee completion, with an education-focused path

Qualifications

• Must obtain insurance licenses prior to starting, with up to two attempts for Life and Health.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented; work independently and in a team.

Responsibilities

• Develop the skills to provide holistic financial advice to clients and participate in goal-setting sessions.
• Gain direct sales experience marketing Individual Insurance products and pass a sales-process test.
• Cultivate prospecting skills via networks, events and social media.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content, proposals and paperwork to ensure a smooth underwriting process.

Skills

Direct sales

Education

Bachelor's degree

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring financial representatives. As a Financial Representative Trainee, you’ll complete a structured trainee experience to sell Individual Insurance and build a holistic practice through mentorship and hands-on projects.

The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training. A $1,000 bonus is awarded after successful trainee completion, with an education-focused path