Financial Representative Trainee: Accelerate to Independent Advisor

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

Benefits offered by this job

401(k) plan with 2% company contrib.

6% company match

Paid vacation and holidays

Education-based Accelerator Program

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. You’ll develop a holistic financial practice, market Individual Insurance products, and work toward independent advisory status within ~24 months.

Earn between $36,000 and $75,000 in your first year, plus incentives and a $1,000 trainee completion bonus. This education-based program includes a 401(k) plan with company contributions and match, plus paid holidays and vacation.

Qualifications

• Bachelor’s degree or equivalent preferred but not required.
• Must obtain Life and Health licenses prior to starting, with up to two attempts.
• Pass the CRD/FINRA background check at hire; securities licensing required within 24 months.
• Be highly self-motivated; work independently and in a team.
• Travel up to 50% within the local metro area; valid U.S. driver’s license and reliable transportation.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test.
• Cultivate prospecting skills via networks, events and social media.
• Acquire in-depth understanding of product offerings and benefits.
• Oversee documentation and paperwork flow through field and Home Office to ensure a smooth underwriting process.

Skills

Self-motivation

Sales skills

Communication

Networking

Education

Bachelor's degree or equivalent (preferred)

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for Financial Representative Trainees. You’ll develop a holistic financial practice, market Individual Insurance products, and work toward independent advisory status within ~24 months.

Earn between $36,000 and $75,000 in your first year, plus incentives and a $1,000 trainee completion bonus. This education-based program includes a 401(k) plan with company contributions and match, plus paid holidays and vacation.