Financial Rep Trainee — Path to Independent Advisor

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

Benefits offered by this job

401(k) plan

Company match

Vacation

Paid holidays

Sign-on bonus

Job summary

Mutual of Omaha Insurance Co. is seeking motivated individuals for an Accelerator Program as Financial Representative Trainees. This dynamic trainee experience will train you to sell Individual Insurance products and build a sustainable financial practice.

You’ll learn through self-study, hands‑on projects, and mentorship while running your own business. You can earn from $36,000–$75,000 in your first year, with uncapped incentives after training completion.

Qualifications

• Self‑motivation and results‑oriented mindset.
• Direct sales experience in financial services is preferred.
• Strong communication and interpersonal skills for client interactions.
• Willingness to travel up to 50% within the local metro area.
• Must obtain necessary Life and Health insurance licenses and securities licensing within 24 months.

Responsibilities

• Participate in a comprehensive training program to develop holistic financial advice skills.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via networking, community events, and social media.
• Develop in‑depth knowledge of product offerings and their features and benefits.
• Oversee content, proposals, and paperwork flow through field and Home Office to ensure a smooth application process.

Skills

Self-motivation

Sales experience

Communication skills

Goal-oriented

Networking

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking motivated individuals for an Accelerator Program as Financial Representative Trainees. This dynamic trainee experience will train you to sell Individual Insurance products and build a sustainable financial practice.

You’ll learn through self-study, hands‑on projects, and mentorship while running your own business. You can earn from $36,000–$75,000 in your first year, with uncapped incentives after training completion.