Financial Advisor Trainee: Build Your Independent Practice

Mutual of Omaha Insurance Co.

Miami (FL)

On-site

USD 36,000 - 75,000

Full time

19 hours ago
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Benefits offered by this job

Earnings potential: $36k–$75k first yr
$1000 bonus upon trainee completion
Accelerator Program
401(k) with company match
Paid time off
Sponsorship-free employment

Job summary

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee for its Accelerator Program in the United States. You'll engage in a comprehensive trainee experience designed to build a sustainable financial practice and run your own business after training.

You'll learn to sell Individual Insurance products, complete licensing, and progress toward becoming an independent Financial Advisor within 24 months or less, with mentorship and hands-on projects along the way.

Qualifications

  • Be highly self-motivated and results-oriented, working both independently and as part of a team.
  • Knowledge of the Insurance/Financial Services industry is helpful but not required.

Responsibilities

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

Skills

Self-motivated
Results-oriented
Team player
Willing to travel
Sales oriented

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks a Financial Representative Trainee for its Accelerator Program in the United States. You'll engage in a comprehensive trainee experience designed to build a sustainable financial practice and run your own business after training.

You'll learn to sell Individual Insurance products, complete licensing, and progress toward becoming an independent Financial Advisor within 24 months or less, with mentorship and hands-on projects along the way.

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