FINANCIAL ADVISOR TRAINEE

Company: Mutual of Omaha
Location: Kenilworth
Posted on: November 16, 2024

Job Description:

Are you eager to jumpstart your career in the financial services industry? We're looking for passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success as a Financial Advisor. As a Financial Advisor Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. What We Can Offer You:

• Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
• Upon completion of the trainee period, promotion to a Financial Advisor with a $36,000 annual base plus unlimited monthly sales incentive.
• $1000 bonus after successful completion of trainee period and promotion to a Financial Advisor.
• An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
• 401(k) plan with a 2% company contribution and 6% company match.
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
• Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time. What You'll Do:
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain prospecting skills through personal networks, community events, and social media.
  • Acquire an in-depth understanding of our product offerings and oversee completion of paperwork flow. What You'll Bring:
    • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
    • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
    • Be highly self-motivated and results-oriented, working both independently and as part of a team.
    • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. Preferred:
      • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
      • Bachelor's degree or equivalent preferred but not required.

Keywords: Mutual of Omaha, Racine , FINANCIAL ADVISOR TRAINEE, Accounting, Auditing , Kenilworth, Wisconsin