Financial Representative Trainee: Accelerator to Independent Advisor

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

Benefits offered by this job

Earnings 36k-75k first year

$1,000 trainee bonus

Accelerator Program

401(k) company match

Vacation & holidays

No sponsorship required

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program that trains Financial Representative Trainees to sell Individual Insurance and build a holistic financial practice.

You will receive mentorship, hands-on projects, and a path to independence as a Financial Advisor within about 24 months. The program includes earnings potential from $36,000 to $75,000 in the first year, a $1,000 bonus after trainee completion, and a structured education track with retirement benefits and time off.

Qualifications

• Obtain the required insurance licenses prior to starting, with up to two attempts for Life and Health exams.
• Pass the CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry into the program.
• Be able to travel up to 50% of the time within the local metro area.
• Hold and maintain a valid U.S. driver’s license and have reliable transportation.

Responsibilities

• Participate in a comprehensive program to develop skills for holistic financial advice and sales process competency.
• Glean direct sales experience marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate prospecting skills via research, targeting, networking, and use of personal networks and events.
• Acquire in-depth understanding of our product offerings and demonstrate their features and benefits.
• Oversee completion of content, proposals and paperwork flow through the field and Home Office.

Skills

Self-motivated

Results-oriented

Independent worker

Communication skills

Networking

Education

Bachelor's degree or equivalent

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program that trains Financial Representative Trainees to sell Individual Insurance and build a holistic financial practice.

You will receive mentorship, hands-on projects, and a path to independence as a Financial Advisor within about 24 months. The program includes earnings potential from $36,000 to $75,000 in the first year, a $1,000 bonus after trainee completion, and a structured education track with retirement benefits and time off.