Financial Advisor Trainee: Insurance Sales Accelerator

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

Benefits offered by this job

First-year earnings

Uncapped incentives

Promotion bonus

Accelerator program

401(k) with match

Paid time off

Sponsorship-free employment

Job summary

Mutual of Omaha Insurance Co. seeks driven individuals for its Accelerator Program as Financial Representative Trainee, designed to launch a long-term career in financial services.

You will complete a comprehensive training track, develop skills to sell Individual Insurance, obtain required licenses, and build a personal client practice. Travel up to 50% locally, with mentorship and advancement within 24 months.

Qualifications

• Must obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
• Willing to travel up to 50% of the time within the local metro area.
• Hold and maintain a valid U.S. driver’s license and have access to reliable transportation for meetings.
• Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Responsibilities

• Develop holistic financial advice skills through classroom discussion, goal setting, and progress evaluations.
• Gain direct sales experience marketing Individual Insurance and pass a sales process competency test.
• Cultivate prospecting skills via personal networks, community events, 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 underwriting process.

Skills

Self-motivated

Results oriented

Driver's license

Travel willingness

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks driven individuals for its Accelerator Program as Financial Representative Trainee, designed to launch a long-term career in financial services.

You will complete a comprehensive training track, develop skills to sell Individual Insurance, obtain required licenses, and build a personal client practice. Travel up to 50% locally, with mentorship and advancement within 24 months.