Financial Advisor Trainee — Fast-Track to Independence

Mutual of Omaha Insurance Co.; Azle (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings potential 36k-75k

Bonus $1000 after trainee period

Accelerator Program

401(k) company match

Paid holidays

Sponsorship not required

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program to train Financial Representative Trainees. You will develop holistic financial advice skills, market Individual Insurance, and progress through evaluations.

You’ll pursue required licenses, pass CRD/FINRA checks, and aim to obtain securities licensing within 24 months. Travel up to 50% in the local metro area is expected; a valid US driver’s license is required.

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.
• Travel up to 50% of time within local metro area; reliable transportation.
• Promotes diversity and inclusion in all activities.

Responsibilities

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

Skills

Self-motivated

Results-oriented

Team player

Valid U.S. driver’s license

50% travel readiness

Education

Bachelor’s degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program to train Financial Representative Trainees. You will develop holistic financial advice skills, market Individual Insurance, and progress through evaluations.

You’ll pursue required licenses, pass CRD/FINRA checks, and aim to obtain securities licensing within 24 months. Travel up to 50% in the local metro area is expected; a valid US driver’s license is required.