Insurance & Financial Trainee: Path to Independent Advisor

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

Benefits offered by this job

Education-based Accelerator Program

401(k) with company match

Vacation & holidays

No sponsorship required

Bonus after trainee completion

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as Financial Representative Trainees. The program blends self-study, hands-on projects, and mentorship to prepare you to run your own financial-practice focused on Individual Insurance.

You’ll build a holistic advisory skill set, gain direct sales experience, and progress toward independent advisor status within about 24 months, with a first-year earnings target and an education-based path ahead.

Qualifications

• Must meet trainee program requirements.
• Obtain insurance licenses prior to starting, with up to two attempts for Life and Health.
• Pass CRD/FINRA background checks with securities licensing within 24 months.
• Highly self-motivated, results-oriented, able to work independently and as part of a team.
• Travel up to 50% within the local metro area; valid U.S. driver's license and reliable transportation.

Responsibilities

• Develop skills to provide holistic financial advice to clients and participate in discussions.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• 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 for applications/underwriting.

Skills

Self-motivated

Sales

Communication

Networking

Education

Bachelor's degree

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join an Accelerator Program as Financial Representative Trainees. The program blends self-study, hands-on projects, and mentorship to prepare you to run your own financial-practice focused on Individual Insurance.

You’ll build a holistic advisory skill set, gain direct sales experience, and progress toward independent advisor status within about 24 months, with a first-year earnings target and an education-based path ahead.