Financial Advisor Trainee - Fast-Track to Independence

Mutual of Omaha Insurance Co.; Corinth (TX); In loco; USD 36.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) plan with company match

Paid vacations and holidays

Descrizione del lavoro

Mutual of Omaha Insurance Co. in the United States is seeking ambitious individuals for its Accelerator Program as Financial Representative Trainee to build a holistic financial practice.

Through a mix of self-study, projects, and mentorship, you’ll learn to market Individual Insurance and develop a sustainable client-focused approach. Licensing will be pursued within 24 months, with travel up to 50% of time and a clear path to independent advising.

Competenze

• Must complete the trainee program and gain skills for financial advice.
• Obtain insurance licenses before starting; up to two attempts for Life/Health.
• Securities licensing required within 24 months of entry into the program.
• Willingness to travel up to 50% in the local metro area.

Mansioni

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Build prospecting skills via research, networking and social media.
• Understand product offerings and communicate features and benefits.
• Oversee content and paperwork flow to ensure smooth underwriting.

Conoscenze

Self-motivated

Sales

Communication

Teamwork

Formazione

Bachelor's degree preferred

Descrizione del lavoro

Mutual of Omaha Insurance Co. in the United States is seeking ambitious individuals for its Accelerator Program as Financial Representative Trainee to build a holistic financial practice.

Through a mix of self-study, projects, and mentorship, you’ll learn to market Individual Insurance and develop a sustainable client-focused approach. Licensing will be pursued within 24 months, with travel up to 50% of time and a clear path to independent advising.