Financial Advisor Trainee - Fast-Track to Independence

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

Benefits offered by this job

401(k) with company match

Paid vacations & holidays

$1,000 completion bonus

Education-based Accelerator Program

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for ambitious individuals to become Financial Representatives Trainees.

You'll receive structured training, mentorship, and hands-on projects to prepare you to sell Individual Insurance and build a holistic financial practice. The program includes an earnings path from $36,000 to $75,000 in the first year with uncapped incentives, a $1,000 completion bonus, and education-focused credentialing to become an independent advisor

Qualifications

• Must obtain insurance licenses prior to starting, with up to two attempts for Life and Health.
• Pass the CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Be highly self-motivated and results-oriented, work independently and in a team.
• Travel up to 50% of the time within the local metro area; valid driver’s license and reliable transportation.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience in marketing Individual Insurance products to clients and pass a sales process test.
• Cultivate prospecting skills through personal networks, events, and social media.
• Acquire in-depth product knowledge and articulate features and benefits to clients.
• Oversee content, proposals and paperwork flow through field and Home Office to ensure smooth applications.

Skills

Self-motivation

Sales aptitude

Networking

Time management

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for ambitious individuals to become Financial Representatives Trainees.

You'll receive structured training, mentorship, and hands-on projects to prepare you to sell Individual Insurance and build a holistic financial practice. The program includes an earnings path from $36,000 to $75,000 in the first year with uncapped incentives, a $1,000 completion bonus, and education-focused credentialing to become an independent advisor