Financial Advisor Trainee — Accelerator to Independence

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

Benefits offered by this job

Earnings potential with uncapped first

$1000 bonus after trainee period

Accelerator Program to independent FA

401(k) with 2% company contribution +

Vacation, personal time & paid HOLID

Job summary

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee.

The program combines self-study, hands-on projects and mentorship to prepare you to sell Individual Insurance and build a sustainable financial practice. You will gain direct sales experience, obtain required licenses, and advance toward becoming an independent Financial Advisor within 24 months.

Qualifications

• Must obtain insurance licenses prior to starting, with up to two attempts for Life and Health exam.
• Pass CRD/FINRA background check at hire; securities licensing required within 24 months.
• Travel up to 50% of time within the local metro area; valid U.S. driver’s license and reliable transportation.
• Self-motivated and results-oriented; able to work independently and in a team.
• Sponsorship for employment is not required now or in the future.

Responsibilities

• Develop holistic financial advisory skills for clients; participate in classroom discussions and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products and pass the sales competency test.
• Cultivate prospecting skills using networks, events, and social media.
• Acquire in-depth understanding of product offerings and their features/benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office to ensure smooth underwriting.

Skills

Self-motivated

Results-oriented

Strong communication

Independent work

Team collaboration

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee.

The program combines self-study, hands-on projects and mentorship to prepare you to sell Individual Insurance and build a sustainable financial practice. You will gain direct sales experience, obtain required licenses, and advance toward becoming an independent Financial Advisor within 24 months.