Insurance & Financial Advisor Trainee

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

Benefits offered by this job

Earnings potential 36k–75k

$1000 bonus after trainee

Accelerator program education-based

401(k) plan with company match

Paid holidays and vacation

No sponsorship required

Job summary

The Mutual of Omaha Accelerator Program invites motivated individuals to start a career as a Financial Representative Trainee. You’ll learn to sell Individual Insurance products while building a holistic financial practice, guided by mentors and hands-on projects.

During training you’ll gain direct sales experience, complete licensing steps, and work toward independent advisor status within 24 months. Travel up to 50% locally and enjoy a comprehensive benefits package and a clear promotion path.

Qualifications

• Obtain insurance licenses prior to starting the job, with up to two attempts for Life and Health.
• Pass the CRD/FINRA background check at hire and ongoing; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented.
• Be willing to travel up to 50% within the local metro area.
• Hold a valid U.S. driver's license and have reliable transportation.
• Promote a culture of diversity and inclusion.

Responsibilities

• Develop the skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills via networks, events and social media.
• Acquire in-depth understanding of product offerings and benefits.
• Oversee content, proposals and paperwork flow through field and Home Office.

Skills

Self-motivated

Results-oriented

Education

Bachelor's degree preferred

Job description

The Mutual of Omaha Accelerator Program invites motivated individuals to start a career as a Financial Representative Trainee. You’ll learn to sell Individual Insurance products while building a holistic financial practice, guided by mentors and hands-on projects.

During training you’ll gain direct sales experience, complete licensing steps, and work toward independent advisor status within 24 months. Travel up to 50% locally and enjoy a comprehensive benefits package and a clear promotion path.