Financial Representative Trainee: Fast-Track to Advisor

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

Benefits offered by this job

Uncapped incentives

Bonus after trainee period

401(k) plan with company contribution

401(k) plan with company match

Vacation and paid holidays

Job summary

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring Financial Representatives. The trainee will gain hands-on sales experience in Individual Insurance and work toward professional licenses, supported by mentorship and a 24‑month pathway to independent advisory practice.

Earners can expect entry-year earnings from $36,000 to $75,000 with uncapped incentives upon completing training. A $1,000 bonus is awarded after trainee completion and promotion.

Qualifications

• Must obtain Life and Health licenses prior to starting.
• 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.
• Must be able to travel up to 50% of the time in local metro area.

Responsibilities

• Participate in a comprehensive trainee program to develop holistic financial advice skills.
• Gain direct sales experience marketing Individual Insurance products to clients.
• Cultivate prospecting skills via research, networking and events.
• Learn product offerings and demonstrate understanding of features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office.

Skills

Self-motivation

Communication skills

Sales aptitude

Travel up to 50%

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. is launching an Accelerator Program for aspiring Financial Representatives. The trainee will gain hands-on sales experience in Individual Insurance and work toward professional licenses, supported by mentorship and a 24‑month pathway to independent advisory practice.

Earners can expect entry-year earnings from $36,000 to $75,000 with uncapped incentives upon completing training. A $1,000 bonus is awarded after trainee completion and promotion.