Financial Advisor Trainee: Fast-Track to Independence

Mutual of Omaha Insurance Co.; Town of Mukwonago (WI); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Uncapped incentives

Bonus after trainee period

Education-based Accelerator Program

401(k) plan with 2% company contrib. &

6% company match.

Vacation & paid holidays

Sponsorship not required

Job summary

Mutual of Omaha Insurance Co. invites you to join an Accelerator Program as a Financial Representative Trainee. You will receive training to build a holistic financial practice and sell Individual Insurance products, with mentorship and hands-on projects designed to launch your career.

You can earn from $36,000–$75,000 in your first year, plus uncapped incentives after training. A $1,000 bonus is awarded after completing the trainee period and promotion to a Financial Representative.

Qualifications

• Must obtain insurance licenses prior to starting, up to two attempts for Life and Health exam.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Highly self-motivated and results-oriented; able to work independently and in a team.
• Travel up to 50% of the time within the local metro area; valid U.S. driver’s license and reliable transportation.
• Bachelor's degree preferred but not required.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process test.
• Cultivate prospecting skills via research, targeting, networking, and social media.
• Acquire in-depth understanding of product offerings and demonstrate their features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office for a seamless application process.

Skills

Self-motivated

Sales

Goal setting

Communication

Networking

Research

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. invites you to join an Accelerator Program as a Financial Representative Trainee. You will receive training to build a holistic financial practice and sell Individual Insurance products, with mentorship and hands-on projects designed to launch your career.

You can earn from $36,000–$75,000 in your first year, plus uncapped incentives after training. A $1,000 bonus is awarded after completing the trainee period and promotion to a Financial Representative.