Financial Advisor Trainee — Accelerator to Independent Practice

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

Benefits offered by this job

401(k) plan with company contribution

Company match on 6%

Vacation and paid holidays

Uncapped incentives

Bonus after trainee period

Job summary

Mutual of Omaha Insurance Co. is offering a Financial Representative Trainee Accelerator Program designed to launch your career in financial services.

You will receive mentorship, hands-on projects, and self-study to build a holistic advising practice focused on selling Individual Insurance. The program provides structured training, with a goal to become an independent Financial Advisor within 24 months or less.

Qualifications

• Self-motivated and results-oriented mindset essential.
• Willingness to travel up to 50% within the local metro area.
• License readiness required: Life and Health licenses within 24 months.

Responsibilities

• Participate in a comprehensive Accelerator Program to develop holistic financial advice skills.
• Gain direct sales experience marketing Individual Insurance products.
• Build prospecting skills through research, networking, events and social media.
• Develop deep knowledge of product offerings and their benefits for clients.
• Coordinate content, proposals and paperwork to ensure a smooth underwriting process.

Skills

Self-motivated

Results-oriented

Travel up to 50%

Team collaboration

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is offering a Financial Representative Trainee Accelerator Program designed to launch your career in financial services.

You will receive mentorship, hands-on projects, and self-study to build a holistic advising practice focused on selling Individual Insurance. The program provides structured training, with a goal to become an independent Financial Advisor within 24 months or less.