Financial Advisor Trainee: Fast-Track to Independence

Mutual of Omaha Insurance Co.

Montpelier (VA)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

401(k) plan with company contribution
Company match 6%
Paid vacation and holidays
$1,000 bonus after trainee period

Job summary

Mutual of Omaha Insurance Co. seeks self-motivated individuals for its Accelerator Program as Financial Representative Trainees. The program trains you to build a holistic financial practice and sell Individual Insurance products, with mentorship and hands-on projects to run your own business.

You can earn from $36,000 to $75,000 in your first year, plus uncapped incentives after training, with a $1,000 signing/promotion bonus and a path to independent advisor status within 24 months.

Qualifications

  • Must obtain insurance licenses prior to starting, with up to two attempts for Life and Health.
  • Pass CRD/FINRA background checks at hire and ongoing.
  • Willingness to travel up to 50% within local metro area; valid driver's license.

Responsibilities

  • Participate in a comprehensive accelerator program to develop holistic financial advice skills.
  • Gain direct sales experience marketing Individual Insurance products and pass competency tests.
  • Prospect using personal networks, events, and social media to grow business.
  • Understand product offerings and demonstrate knowledge of features and benefits.
  • Manage content, proposals, and paperwork to ensure smooth underwriting.

Skills

Self-motivation
Goal oriented
Sales mindset
Networking

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. seeks self-motivated individuals for its Accelerator Program as Financial Representative Trainees. The program trains you to build a holistic financial practice and sell Individual Insurance products, with mentorship and hands-on projects to run your own business.

You can earn from $36,000 to $75,000 in your first year, plus uncapped incentives after training, with a $1,000 signing/promotion bonus and a path to independent advisor status within 24 months.

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