Financial Rep Trainee: Path to Independent Advisor

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

Benefits offered by this job

Bonus after trainee

401(k) match

Paid holidays

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join its Accelerator Program as Financial Representative Trainees.

The program blends classroom study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice. You will complete required insurance licenses, pass a CRD/FINRA check, and pursue securities licensing within 24 months, while traveling up to 50% regionally.

Qualifications

• Must obtain insurance licenses prior to starting.
• CRD/FINRA background check required at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Willingness to travel up to 50% within the local metro area.

Responsibilities

• Participate in a comprehensive program to develop holistic financial advice for clients.
• Gain direct sales experience marketing Individual Insurance products.
• Pass a sales process competency test.
• Network and prospect through personal connections and events.
• Oversee content, proposals and paperwork flow through field and Home Office.

Skills

Self-motivated

Sales skills

Communication

Goal oriented

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join its Accelerator Program as Financial Representative Trainees.

The program blends classroom study, hands-on projects, and mentorship to prepare you for selling Individual Insurance and building a holistic financial practice. You will complete required insurance licenses, pass a CRD/FINRA check, and pursue securities licensing within 24 months, while traveling up to 50% regionally.