Financial Advisor Trainee — Accelerator to Independent Advisor

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

Benefits offered by this job

Bonus after training completion

401(k) plan with company match

Vacation & paid holidays

Job summary

Mutual of Omaha Insurance Co. invites motivated individuals to join its Accelerator Program as Financial Representative Trainees.

You will undergo a comprehensive trainee experience to learn selling Individual Insurance and building a holistic financial practice through self-study, hands-on projects, and mentorship. The program offers an earnings range of $36,000–$75,000 in the first year, with an additional $1,000 bonus after successful completion and promotion.

Qualifications

• Must obtain insurance licenses before starting, up to two attempts for Life and Health exam.
• CRD/FINRA background check required at hire and ongoing; securities licensing within 24 months.

Responsibilities

• Develop skills to provide holistic financial advice to clients within the Accelerator Program.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate prospecting skills through research, targeting, networking, and social media.
• Acquire in-depth understanding of product offerings and demonstrate knowledge of features and benefits.
• Oversee completion of content, proposals and paperwork flow through field and Home Office to ensure seamless underwriting.

Skills

Self-motivation

Results-oriented

Team collaboration

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. invites motivated individuals to join its Accelerator Program as Financial Representative Trainees.

You will undergo a comprehensive trainee experience to learn selling Individual Insurance and building a holistic financial practice through self-study, hands-on projects, and mentorship. The program offers an earnings range of $36,000–$75,000 in the first year, with an additional $1,000 bonus after successful completion and promotion.