Financial Advisor Trainee: Accelerator to Independence

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

Benefits offered by this job

Earnings $36k–$75k first year

$1000 bonus after trainee period

Education-based Accelerator Program

401(k) plan with 2% company contrib. +

Paid vacation and holidays

Sponsorship not required

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for driven individuals to become Financial Representatives. The program combines self-study, hands-on projects, mentorship, and real-world client work to build a sustainable financial practice.

You can earn from $36,000 to $75,000 in your first year, with uncapped incentives after training. A $1,000 bonus applies after completing trainee period and promotion to Financial Representative, plus a robust benefits package and license

Qualifications

• Becoming a Financial Representative Trainee requires commitment to developing skills in holistic financial planning and client service.
• Licensing requirements include life and health exams with up to two attempts allowed, and securities licensing within 24 months of entry.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills through research, networking, events, 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 smooth application and underwriting process.

Education

Bachelor's degree or equivalent preferred but not required

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for driven individuals to become Financial Representatives. The program combines self-study, hands-on projects, mentorship, and real-world client work to build a sustainable financial practice.

You can earn from $36,000 to $75,000 in your first year, with uncapped incentives after training. A $1,000 bonus applies after completing trainee period and promotion to Financial Representative, plus a robust benefits package and license