Financial Representative Trainee: Accelerated Career Path

Mutual of Omaha Insurance Co.; Houston (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Vacation days and holidays

Licensing support

Job summary

Mutual of Omaha Insurance Co. is seeking a Financial Representative Trainee to join an education-based Accelerator Program designed to develop sales, prospecting, product knowledge, and client development skills for a sustainable financial practice.

The program aims to progress trainees to Financial Representative and eventually an independent Financial Advisor career, with mentorship, licensing support, and structured learning throughout.

Qualifications

• Self-motivated, results-oriented, accountable for activity and performance.
• Strong relationship-building and communication skills; listen, ask effective questions, explain clearly.
• Willingness to prospect consistently, build a professional network, and develop new client relationships.
• Ability to work independently within a structured, team-oriented environment.
• Coachability, curiosity, and a commitment to continuous learning and professional development.
• Valid U.S. driver’s license and reliable transportation for meetings and appointments.

Responsibilities

• Participate in a comprehensive development program focused on holistic financial conversations, goal setting, progress reviews, and practical application.
• Build direct sales experience by marketing Individual Insurance products and demonstrating competency in the sales process.
• Develop a consistent prospecting strategy through research, targeting, networking, personal relationships, community involvement, referrals, and social media.
• Learn to identify client priorities through thoughtful discovery conversations and connect those needs with appropriate product solutions.
• Build in-depth knowledge of available insurance and financial products, including their features, benefits, and appropriate use cases.
• Manage proposals, applications, documentation, and communication between the field and Home Office to support a smooth underwriting and client-service experience.
• Work with mentors and leaders to strengthen sales discipline, client communication, business planning, and long-term practice development.

Skills

Self-motivated

Relationship-building

Communication skills

Prospecting

Independent work

Coachability

Lifelong learning

Job description

Mutual of Omaha Insurance Co. is seeking a Financial Representative Trainee to join an education-based Accelerator Program designed to develop sales, prospecting, product knowledge, and client development skills for a sustainable financial practice.

The program aims to progress trainees to Financial Representative and eventually an independent Financial Advisor career, with mentorship, licensing support, and structured learning throughout.