Financial Advisor Trainee — Accelerator to Independence

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

Benefits offered by this job

401(k) plan

Company match

Paid time off

Education program

No sponsorship needed

Job summary

Mutual of Omaha Insurance Co. is seeking driven individuals to join its Accelerator Program as Financial Representative Trainees.

You will undergo a comprehensive trainee experience with self-study, hands-on projects, and mentorship to prepare you to run your own financial practice and sell Individual Insurance. The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training and a $1,000 bonus upon promotion.

Qualifications

• Obtain required insurance licenses prior to starting; up to two attempts for Life and Health.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing within 24 months.
• Be highly self-motivated and results-oriented; work independently or as a team.
• Willingness to travel up to 50% within the local metro area and have reliable transportation.
• Promote diversity and inclusion and stay curious.

Responsibilities

• Develop holistic financial advice for clients; participate in classroom discussions, goal setting, and progress meetings.
• Gain direct sales experience marketing Individual Insurance and pass a sales process competency test.
• Cultivate prospecting skills via personal networks, community events, and social media.
• Acquire in-depth understanding of product offerings and demonstrate benefits.
• Oversee content, proposals and paperwork flow for applications and underwriting.

Skills

Self-motivated

Results oriented

Independent worker

Team player

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is seeking driven individuals to join its Accelerator Program as Financial Representative Trainees.

You will undergo a comprehensive trainee experience with self-study, hands-on projects, and mentorship to prepare you to run your own financial practice and sell Individual Insurance. The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training and a $1,000 bonus upon promotion.