Financial Advisor Trainee: Accelerator to Independence

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

Benefits offered by this job

401(k) plan with company match

Paid vacation & holidays

Sign‑on bonus

Job summary

Mutual of Omaha Insurance Co. seeks driven Financial Representative Trainee for its Accelerator Program in the United States.

The role trains you to sell Individual Insurance and build a holistic financial practice under mentorship, with milestone reviews and hands-on projects. You will gain direct sales experience, develop prospecting skills, obtain necessary licenses, and progress toward becoming an Independent Financial Advisor within about two years.

Qualifications

• Must obtain required licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing within 24 months.
• Two attempts allowed for Life and Health exam.
• Be highly self-motivated and results-oriented, able to work independently and in a team.
• Travel up to 50% of the time within the local metro area; valid US driver’s license.
• Promote a culture of diversity and inclusion.

Responsibilities

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

Skills

Self-motivated

Sales experience

Goal setting

Networking

Communication skills

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks driven Financial Representative Trainee for its Accelerator Program in the United States.

The role trains you to sell Individual Insurance and build a holistic financial practice under mentorship, with milestone reviews and hands-on projects. You will gain direct sales experience, develop prospecting skills, obtain necessary licenses, and progress toward becoming an Independent Financial Advisor within about two years.