Financial Advisor Trainee — Fast-Track to Independence

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

Benefits offered by this job

Earnings: $36,000–$75,000 first year

$1,000 bonus after trainee period

Accelerator Program for independent/ad

401(k) with 2% company contribution &

Job summary

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees to launch a career in financial services through a comprehensive Accelerator Program.

You will develop skilled client advisory capabilities, market individual insurance products, and complete licensing within 24 months while traveling locally to meet clients. The program offers mentorship and a pathway to independent advisory practice.

Qualifications

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

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance and pass a sales competency test.
• Cultivate prospecting skills via research, networking, and social media.
• Acquire in-depth knowledge of product offerings and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office to streamline underwriting.

Skills

Self-motivation

Team player

Goal oriented

Sales exposure

Strong communication

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is seeking energetic Financial Representative Trainees to launch a career in financial services through a comprehensive Accelerator Program.

You will develop skilled client advisory capabilities, market individual insurance products, and complete licensing within 24 months while traveling locally to meet clients. The program offers mentorship and a pathway to independent advisory practice.