Financial Advisor Trainee - Accelerator to Independence

Mutual of Omaha Insurance Co.

Rockwall (TX)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

$1,000 bonus after trainee period
401(k) with company match
Accelerator Program (24 months)
Paid vacation & holidays

Job summary

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees to join our Accelerator Program. You’ll develop the skills to market Individual Insurance and build a holistic financial practice under guidance from experienced mentors.

The program blends self-study, hands‑on projects, and field experience, with a clear path to independent advisory work within 24 months. First‑year earnings potential is strong ($36,000–$75,000) plus uncapped incentives and a $1,000 bonus after

Qualifications

  • Obtain required insurance licenses prior to starting.
  • Pass CRD/FINRA background check at hire.
  • Securities licensing within 24 months of entry.
  • Must be self‑motivated and able to work independently as well as in a team.
  • Willingness to travel up to 50% in the local metro area.
  • Valid U.S. driver’s license and reliable transportation.

Responsibilities

  • Develop skills to provide holistic financial advice to clients.
  • Gain direct sales experience marketing Individual Insurance products.
  • Cultivate prospecting skills through networks and events.
  • Understand product offerings and benefits.
  • Oversee content, proposals, and paperwork flow through field and Home Office.

Skills

Self-motivation
Sales skills
Team collaboration
Time management

Education

Bachelor's degree (preferred)

Job description

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees to join our Accelerator Program. You’ll develop the skills to market Individual Insurance and build a holistic financial practice under guidance from experienced mentors.

The program blends self-study, hands‑on projects, and field experience, with a clear path to independent advisory work within 24 months. First‑year earnings potential is strong ($36,000–$75,000) plus uncapped incentives and a $1,000 bonus after

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