Financial Advisor Trainee: Accelerator to Independence

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

Benefits offered by this job

No sponsorship required

Earnings 36k–75k first year

$1000 bonus after trainee period

Accelerator program to independent adv

Job summary

Mutual of Omaha Insurance Co. is seeking motivated individuals for its Accelerator Program as Financial Representative Trainees to build a holistic financial practice. The program blends self-study, hands-on projects, and mentorship to prepare you to run your own business.

You will gain direct sales experience in marketing Individual Insurance, earn a substantial first-year income, and complete licensing requirements within 24 months, with travel up to 50% in the local metro area.

Qualifications

• Bachelor's degree or equivalent preferred but not required.
• Must obtain insurance licenses before starting, with up to two attempts for Life and Health exams.
• Securities licensing within 24 months of entry, background checks required.

Responsibilities

• Develop skills to provide holistic financial advice to clients and participate in classroom discussions.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test.
• Cultivate prospecting skills through personal networks, events, and social media.
• Acquire in-depth knowledge of product offerings and demonstrate their features and benefits.
• Oversee content, proposals and paperwork flow to ensure a smooth application and underwriting process.

Skills

Self-motivation

Sales

Communication

Networking

Goal setting

Teamwork

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking motivated individuals for its Accelerator Program as Financial Representative Trainees to build a holistic financial practice. The program blends self-study, hands-on projects, and mentorship to prepare you to run your own business.

You will gain direct sales experience in marketing Individual Insurance, earn a substantial first-year income, and complete licensing requirements within 24 months, with travel up to 50% in the local metro area.