Financial Representative Trainee — Fast-Track to Advisor

Mutual of Omaha Insurance Co.; Lake Dallas (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings potential

Sign-on bonus

Accelerator program

401(k) plan

Paid holidays

Education benefits

Job summary

Mutual of Omaha Insurance Co. invites you to join an Accelerator Program to train as a Financial Representative, selling Individual Insurance and building a holistic financial practice.

The program combines self-study, hands-on projects, and mentorship to prepare you to run your own business and become an independent Financial Advisor within 24 months, with first-year earnings potential of $36,000–$75,000 plus uncapped incentives.

Qualifications

• Must obtain the required insurance licenses prior to starting, with up to two attempts.
• Pass the CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented, able to work independently and with a team.
• Willing to travel up to 50% of the time within the local metro area.

Responsibilities

• Develop holistic financial advice skills for clients and contribute to classroom discussions and goal setting.
• Sell Individual Insurance products and pass a sales process competency test.
• Grow prospecting skills via research, networking, events, and social media.
• Learn our product offerings and demonstrate knowledge of features and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office to ensure smooth underwriting.

Skills

Self-motivated

Sales experience

Goal setting

Networking

Communication

Travel up to 50%

Education

Bachelor's degree preferred

Job description

Mutual of Omaha Insurance Co. invites you to join an Accelerator Program to train as a Financial Representative, selling Individual Insurance and building a holistic financial practice.

The program combines self-study, hands-on projects, and mentorship to prepare you to run your own business and become an independent Financial Advisor within 24 months, with first-year earnings potential of $36,000–$75,000 plus uncapped incentives.