Financial Rep Trainee: Fast-Track to Independent Advisor

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

Benefits offered by this job

401(k) plan with company match

Paid vacation and holidays

Education-based Accelerator Program

Job summary

Mutual of Omaha Insurance Co. is seeking energetic individuals to join the Accelerator Program as Financial Representative Trainees.

The program blends self-study, hands-on projects, and mentorship to prepare you to sell Individual Insurance and build a holistic financial practice. Participants develop prospecting and sales skills, learn products, and progress toward independence as Financial Advisors within about 24 months, with strong earning potential and a robust benefits package including a

Qualifications

• Acquire insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass CRD/FINRA background checks at hire and ongoing with securities licensing within 24 months.
• Travel up to 50% of the time within the local metro area.

Responsibilities

• Participate in a comprehensive program to develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via personal networks, events, and social media.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content, proposals and paperwork flow through field and Home Office for smooth underwriting.

Skills

Self-motivated

Results-oriented

Team player

Strong communication

Education

Bachelor's degree or equivalent preferred but not required

Job description

Mutual of Omaha Insurance Co. is seeking energetic individuals to join the Accelerator Program as Financial Representative Trainees.

The program blends self-study, hands-on projects, and mentorship to prepare you to sell Individual Insurance and build a holistic financial practice. Participants develop prospecting and sales skills, learn products, and progress toward independence as Financial Advisors within about 24 months, with strong earning potential and a robust benefits package including a