Financial Advisor Trainee: Accelerator to Independence

Mutual of Omaha Insurance Co.

Newark (TX)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

401(k) plan
Vacation & holidays
Sign-on bonus
Uncapped incentives
Progression to independent advisor

Job summary

Mutual of Omaha Insurance Co. is seeking ambitious individuals for its Accelerator Program to jumpstart a career in financial services as Financial Representative Trainees.

The program blends self‑study, hands‑on projects, and mentorship to build a sustainable financial practice focused on selling Individual Insurance products. You will gain direct sales experience, complete licensing requirements, and aim to advance to an independent Financial Advisor within 24 months.

Qualifications

  • Be highly self-motivated and results-oriented.
  • 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 of entry into the program.

Responsibilities

  • Develop holistic financial advice skills through classroom discussion and progress evaluations.
  • Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
  • Cultivate prospecting skills via research, networking, and community events using personal networks and social media.
  • Acquire in-depth product knowledge and demonstrate its features and benefits.
  • Oversee content, proposals and paperwork flow through field and Home Office to ensure a seamless underwriting process.

Skills

Self-motivated
Results-oriented
Independent & team player

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. is seeking ambitious individuals for its Accelerator Program to jumpstart a career in financial services as Financial Representative Trainees.

The program blends self‑study, hands‑on projects, and mentorship to build a sustainable financial practice focused on selling Individual Insurance products. You will gain direct sales experience, complete licensing requirements, and aim to advance to an independent Financial Advisor within 24 months.

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