Financial Advisor Trainee — Fast-Track to Independence

Mutual of Omaha Insurance Co.; Johnson Creek (WI); Presencial; USD 36.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with company match

Paid vacation and holidays

Bonus after trainee completion

Descripción de la vacante

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring Financial Representatives Trainees.

You will learn to sell Individual Insurance, build a holistic financial practice, and advance through mentorship, projects, and self‑study to run your own business. In this 24‑month pathway you’ll complete licensing exams, demonstrate sales skills, and travel up to 50% of the time in the local metro area.

Formación

• Must obtain required insurance licenses prior to starting the job, with up to two attempts for Life and Health exams.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be highly self‑motivated and results‑oriented, work independently and in a team.
• Travel up to 50% within the local metro area; valid U.S. driver's license and reliable transportation.
• Commitment to diversity and inclusion in all activities.

Responsabilidades

• Develop holistic financial advice skills and participate in classroom discussions, goal-setting sessions, and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills via research, targeting, networking, and social media.
• Understand and articulate product features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office to ensure smooth underwriting.

Conocimientos

Self-motivation

Sales experience

Communication

Networking

Goal setting

Educación

Bachelor's degree

Descripción del empleo

Mutual of Omaha Insurance Co. is offering an Accelerator Program for aspiring Financial Representatives Trainees.

You will learn to sell Individual Insurance, build a holistic financial practice, and advance through mentorship, projects, and self‑study to run your own business. In this 24‑month pathway you’ll complete licensing exams, demonstrate sales skills, and travel up to 50% of the time in the local metro area.