Financial Representative Trainee: Accelerate to Advisor

Mutual of Omaha Insurance Co.

Crandall (TX)

On-site

USD 36,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Education-based Accelerator Program
First-year earnings 36k-75k
Bonus after trainee period
401(k) company match
Paid holidays

Job summary

Mutual of Omaha Insurance Co. is seeking candidates for its Accelerator Program as Financial Representative Trainee, designed to launch careers in financial services through hands-on mentoring and self-study to sell Individual Insurance and build a holistic practice.

You will train, complete licensing exams, travel up to 50% locally, and progress to a Financial Advisor within 24 months. Competitive first-year earnings, sign-on bonus after trainee period, and a 401(k) match.

Qualifications

  • Trainee program requires earning/licensing prep.
  • Pass CRD/FINRA background check at hire and ongoing.
  • Securities licensing required within 24 months of entry.
  • Willingness to travel up to 50% in local metro area.

Responsibilities

  • Develop skills to provide holistic financial advice to clients.
  • Gain direct sales experience marketing Individual Insurance products.
  • Cultivate prospecting skills via personal networks and events.
  • Acquire in-depth understanding of product offerings and benefits.
  • Oversee content and paperwork flow through field and Home Office.

Skills

Self-motivation
Communication skills
Networking
Goal setting
Teamwork

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. is seeking candidates for its Accelerator Program as Financial Representative Trainee, designed to launch careers in financial services through hands-on mentoring and self-study to sell Individual Insurance and build a holistic practice.

You will train, complete licensing exams, travel up to 50% locally, and progress to a Financial Advisor within 24 months. Competitive first-year earnings, sign-on bonus after trainee period, and a 401(k) match.

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