Financial Advisor Trainee - Path to Independent Practice

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

Benefits offered by this job

Earnings potential

Sign-on bonus

Accelerator program

401(k) plan

Paid time off & holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. is seeking candidates for an Accelerator Program as Financial Representative Trainees. The program aims to train you to sell Individual Insurance, build a holistic financial practice, and transition to an independent advisor within 24 months.

Expect mentorship, hands-on projects, and a structured licensing path. You will develop sales skills, gain client-facing experience, and engage in ongoing evaluations, with travel up to 50% and no sponsorship required.

Qualifications

• Must obtain the required insurance licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Travel up to 50% of the time; valid U.S. driver's license and reliable transportation.
• Promote diversity and inclusion; stay curious and listen to different ideas.

Responsibilities

• Participate in a comprehensive program to develop holistically focused financial advice skills, contributing to classroom discussions and goal-setting sessions.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills via research, targeting, networking, and social/media outreach.
• Acquire in-depth product knowledge and demonstrate expertise in features and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office for a seamless underwriting process.

Skills

Self-motivated

Sales experience

Communication

Networking

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking candidates for an Accelerator Program as Financial Representative Trainees. The program aims to train you to sell Individual Insurance, build a holistic financial practice, and transition to an independent advisor within 24 months.

Expect mentorship, hands-on projects, and a structured licensing path. You will develop sales skills, gain client-facing experience, and engage in ongoing evaluations, with travel up to 50% and no sponsorship required.