Financial Representative Trainee - Accelerator to Advisor

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

Benefits offered by this job

Uncapped incentives

$1,000 bonus after trainee period

Accelerator program

401(k) with company match

Paid vacation and holidays

Job summary

Mutual of Omaha Insurance Co. is seeking driven Financial Representative Trainees for an Accelerator Program designed to build a holistic financial practice. The program combines self-study, hands-on projects, and mentorship to prepare you to sell Individual Insurance and run your own business.

The role offers earnings from $36,000 to $75,000 in the first year, plus a $1,000 bonus after trainee completion. You’ll pursue licenses within 24 months, travel up to 50% locally, and join a structured

Qualifications

• Meet trainee program requirements and gain necessary knowledge to excel in financial services.
• Obtain required Life and Health licenses prior to starting; up to two attempts for exams.
• Pass CRD/FINRA background check; securities licensing within 24 months.

Responsibilities

• Participate in a comprehensive program to develop holistic financial advice skills.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills via networks, events, and social media.
• Acquire deep product knowledge and demonstrate benefits of offerings.
• Oversee content, proposals, and paperwork to ensure smooth underwriting.

Skills

Self-motivated

Results oriented

Sales experience

Travel up to 50%

Strong communication

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking driven Financial Representative Trainees for an Accelerator Program designed to build a holistic financial practice. The program combines self-study, hands-on projects, and mentorship to prepare you to sell Individual Insurance and run your own business.

The role offers earnings from $36,000 to $75,000 in the first year, plus a $1,000 bonus after trainee completion. You’ll pursue licenses within 24 months, travel up to 50% locally, and join a structured