Financial Advisor Trainee - Accelerator to Launch Practice

Mutual of Omaha Insurance Co.; Melissa (TX); Presencial; USD 36.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Earnings potential 36k–75k first year

$1000 bonus after trainee period

Accelerator Program to independent FA

401(k) with 2% company contribution &

6% company match

Paid vacation & holidays

No sponsorship required

Descripción de la vacante

Mutual of Omaha Insurance Co. is seeking driven individuals for its Accelerator Program as Financial Representative Trainees. You will learn to sell Individual Insurance and build a holistic financial practice through mentorship, self-study, and hands-on projects.

The program offers an education-based path to become an independent Financial Advisor within 24 months, with bonuses, a 401(k) plan, and paid time off. Travel up to 50% of the time within the local metro area is expected.

Formación

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

Responsabilidades

• Develop skills to provide holistic financial advice to clients and participate in goal setting and progress meetings.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire in-depth understanding of product offerings and demonstrate features and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office to ensure smooth applications and underwriting.

Conocimientos

Self-motivated

Results oriented

Independent work

Team player

Travel willingness

Educación

Bachelor's degree or equivalent

Descripción del empleo

Mutual of Omaha Insurance Co. is seeking driven individuals for its Accelerator Program as Financial Representative Trainees. You will learn to sell Individual Insurance and build a holistic financial practice through mentorship, self-study, and hands-on projects.

The program offers an education-based path to become an independent Financial Advisor within 24 months, with bonuses, a 401(k) plan, and paid time off. Travel up to 50% of the time within the local metro area is expected.