Financial Representative Trainee: Accelerated Advisor Path

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

Benefits offered by this job

Uncapped incentives

$1000 bonus after trainee period

Education-based Accelerator Program

401(k) plan with company match

Vacation and holidays

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring Financial Representatives. You’ll train to sell Individual Insurance, build a holistic practice, and run your own client‑facing business with mentorship.

You’ll obtain required licenses, complete a year‑plus training path, and may travel up to 50%. The program includes a $1,000 bonus after trainee period and progression to independent advisor within ~24 months.

Qualifications

• Obtain the required insurance licenses prior to starting, with up to two attempts for Life/Health.
• Pass the CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Be highly self-motivated and results-oriented, working independently and with a team.
• Travel up to 50% within the local metro area and have reliable transportation.

Responsibilities

• Develop skills to provide holistic financial advice to clients through training and mentorship.
• Gain direct sales experience marketing Individual Insurance products to clients and pass a sales competency test.
• Cultivate prospecting skills via research, targeting, networking, and social channels.
• Acquire in-depth product knowledge and demonstrate features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office for a smooth underwriting process.

Skills

Self-motivated

Sales experience

Networking

Communication skills

Financial services knowledge

Education

Bachelor's degree or equivalent preferred

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring Financial Representatives. You’ll train to sell Individual Insurance, build a holistic practice, and run your own client‑facing business with mentorship.

You’ll obtain required licenses, complete a year‑plus training path, and may travel up to 50%. The program includes a $1,000 bonus after trainee period and progression to independent advisor within ~24 months.