Financial Advisor Trainee: Fast-Track to Independence

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

Job summary

Mutual of Omaha Insurance Co. is seeking driven individuals to join its Accelerator Program as Financial Representative Trainee, a dynamic training track designed to build a sustainable financial practice.

The program combines self-study, hands-on projects, and mentorship so you can run your own business and advance toward independent advising within about two years. Earnings start around $36,000–$75,000 in year one with uncapped incentives and a $1,000 bonus after trainee completion.

Qualifications

• Obtain required insurance licenses prior to starting the job, with up to two attempts for the Life and Health exam.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months of entry.
• Willing to travel up to 50% of the time within the local metro area and have reliable transportation.

Responsibilities

• Develop the skills to provide holistic financial advice to clients and participate in classroom discussions and progress reviews.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate prospecting skills through research, targeting, networking, and social media.
• Acquire in-depth understanding of our product offerings and demonstrate their features and benefits.
• Oversee content, proposals and paperwork flow with field and Home Office to ensure a seamless underwriting process.

Skills

Self-motivation

Teamwork

Travel ability

Education

Bachelor's degree

Job description

Mutual of Omaha Insurance Co. is seeking driven individuals to join its Accelerator Program as Financial Representative Trainee, a dynamic training track designed to build a sustainable financial practice.

The program combines self-study, hands-on projects, and mentorship so you can run your own business and advance toward independent advising within about two years. Earnings start around $36,000–$75,000 in year one with uncapped incentives and a $1,000 bonus after trainee completion.