Financial Advisor Trainee - Accelerator to Independence

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

Benefits offered by this job

First-year earnings 36k–75k

$1000 bonus after trainee period

401(k) with company match

Paid vacation & holidays

No sponsorship required

Job summary

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

This dynamic trainee experience equips you with the skills to sell Individual Insurance products and build a sustainable financial practice. Through a blend of self-study, hands-on projects, and mentorship, you’ll receive training and support to run your own business and advance to independent advisor roles within 24 months or less.

Qualifications

• Must obtain Life and Health licenses before start date.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Travel up to 50% of time within the local metro area.
• Valid U.S. driver’s license and reliable transportation.

Responsibilities

• Engage in a comprehensive trainee program to develop holistic financial advice skills.
• Sell Individual Insurance products and build a financial practice.
• Cultivate prospecting skills via networks, events, and social media.
• Understand product offerings and demonstrate their features and benefits.
• Oversee content, proposals and paperwork to ensure smooth underwriting.

Skills

Self-motivated

Results-driven

Independent worker

Team collaboration

Sales/customer outreach

Education

Bachelor’s degree preferred

Job description

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

This dynamic trainee experience equips you with the skills to sell Individual Insurance products and build a sustainable financial practice. Through a blend of self-study, hands-on projects, and mentorship, you’ll receive training and support to run your own business and advance to independent advisor roles within 24 months or less.