Financial Advisor Trainee: Path to Independent Practice

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

Benefits offered by this job

401(k) plan with company contribution

Company match of 6%

Vacation, personal time and paid holid

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as a Financial Representative Trainee.

This dynamic trainee experience aims to equip you with skills to sell Individual Insurance and build a holistic financial practice, with mentorship and hands-on projects. You will earn from $36,000–$75,000 in your first year, plus incentives, and a $1,000 bonus after trainee completion.

Qualifications

• Be highly self‑motivated and results‑oriented, working both independently and as part of a team.
• Be able to travel up to 50% of the time within the local metro area.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing within 24 months.

Responsibilities

• Develop holistic financial advice for clients through a comprehensive trainee program.
• Gain direct sales experience marketing Individual Insurance products and pass a sales competency test.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire in-depth understanding of product offerings and their features/benefits.
• Oversee content and paperwork flow to ensure a seamless application/underwriting process.

Skills

Self-motivated and results-oriented

Travel readiness

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as a Financial Representative Trainee.

This dynamic trainee experience aims to equip you with skills to sell Individual Insurance and build a holistic financial practice, with mentorship and hands-on projects. You will earn from $36,000–$75,000 in your first year, plus incentives, and a $1,000 bonus after trainee completion.