Financial Advisor Trainee — Accelerator to Independence

Mutual of Omaha Insurance Co.; The Colony (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) plan with company match

Vacation & personal time

Paid holidays

Uncapped incentives

Job summary

Mutual of Omaha Insurance Co. is offering a Financial Representative Trainee program in which you will gain hands-on sales experience and mentorship to build a holistic financial practice.

The role focuses on selling Individual Insurance products and growing a client base through networking and targeted outreach. You’ll complete the required licenses, pass background checks, and may travel within the local metro area as part of the program.

Qualifications

• Obtain required insurance licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Travel up to 50% within the local metro area.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Sell Individual Insurance products and build a financial practice.
• Grow prospecting through research, networking, and events.
• Understand products and articulate features and benefits.
• Oversee documentation and underwriting flow for applications.

Skills

Self-motivation

Goal oriented

Team player

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is offering a Financial Representative Trainee program in which you will gain hands-on sales experience and mentorship to build a holistic financial practice.

The role focuses on selling Individual Insurance products and growing a client base through networking and targeted outreach. You’ll complete the required licenses, pass background checks, and may travel within the local metro area as part of the program.