Financial Representative Trainee: Accelerator to Advisor

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

Benefits offered by this job

401(k) plan with match

Vacation and paid holidays

Education-based Accelerator Program

Job summary

Mutual of Omaha Insurance Co. is seeking motivated individuals for its Accelerator Program as Financial Representative Trainees. You will complete a structured trainee experience to learn to sell Individual Insurance products and build a holistic financial practice.

The program combines self-study, hands‑on projects and mentorship to prepare you to run your own business, with a potential to advance to a Financial Advisor within 24 months. Benefits include a 401(k) plan and paid time off.

Qualifications

• Must obtain insurance licenses prior to starting
• CRD/FINRA background check required
• Securities licensing within 24 months of entry
• Willingness to travel up to 50% in local metro area

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test
• Cultivate prospecting skills via personal networks, community events and social media
• Acquire in‑depth understanding of product offerings and demonstrate features and benefits
• Oversee content, proposals and paperwork flow to ensure a seamless application and underwriting process

Skills

Self-motivated

Results oriented

Sales skills

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is seeking motivated individuals for its Accelerator Program as Financial Representative Trainees. You will complete a structured trainee experience to learn to sell Individual Insurance products and build a holistic financial practice.

The program combines self-study, hands‑on projects and mentorship to prepare you to run your own business, with a potential to advance to a Financial Advisor within 24 months. Benefits include a 401(k) plan and paid time off.