Financial Advisor Trainee

1 week ago


Waukesha, Wisconsin, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Advisor Trainee

Cultivate your skills and knowledge to excel in the financial services industry with our Accelerator Program.

About the Role
  • This comprehensive program equips you with the necessary skills and competencies to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
  • You'll receive hands-on training and experienced mentorship to develop the skills required to provide holistic financial advice to clients.
Compensation Package

We offer a competitive compensation package including $16/hour during the trainee period, lasting up to 30 days.

Promotion to a Financial Representative comes with a $36,000 annual base salary, plus unlimited monthly sales incentives.

A $1,000 bonus awaits successful completion of the trainee period and promotion to a Financial Representative.

Key Benefits
  • An education-based Accelerator Program designed for successful transition to an independent Financial Advisor.
  • 11 paid holidays in 2025, including 2 floating holidays added to your personal time.
Requirements
  • 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 and pass a sales process competency test.
  • Cultivate and sustain prospecting skills through personal networks, community events, and social media.
What We Offer
  • SUCCESSFULLY MEET ALL TRAINEE PROGRAM REQUIREMENTS AND GAIN THE SKILLS NEEDED TO EXCEL.
  • Travel up to 50% of the time, hold and maintain a valid U.S. driver's license.


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