Financial Representative Trainee: Accelerate to Independent Advisor

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

Benefits offered by this job

Earnings potential 36k–75k

Sign-on bonus $1000

Accelerator program

401(k) plan

Paid vacation/holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee. You will receive structured training to sell Individual Insurance and build a holistic financial practice, with mentorship and hands‑on projects to prepare you to run your own business.

You will also earn between $36,000 and $75,000 in your first year, with uncapped incentives after training. A $1,000 bonus follows successful trainee completion.

Qualifications

• Must obtain insurance licenses prior to starting the job, with up to two attempts for Life and Health exam.
• Pass CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented, working independently and in a team.
• Willingness to travel up to 50% within the local metro area; valid U.S. driver's license.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products to clients; pass sales process test.
• Cultivate prospecting skills through research, networking, and social media.
• Acquire in-depth understanding of product offerings and their benefits.
• Oversee content, proposals and paperwork flow to ensure seamless applications and underwriting.

Skills

Self-motivated

Results-oriented

Independent

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. seeks motivated individuals for its Accelerator Program as Financial Representative Trainee. You will receive structured training to sell Individual Insurance and build a holistic financial practice, with mentorship and hands‑on projects to prepare you to run your own business.

You will also earn between $36,000 and $75,000 in your first year, with uncapped incentives after training. A $1,000 bonus follows successful trainee completion.