Life as a Financial Representative

When you build a rewarding career as a Mutual of Omaha financial representative, you’ll encounter new experiences each day. Best of all, you’ll enjoy the satisfaction of knowing you play an integral role in protecting your clients’ financial futures.

5 Reasons to Launch a Career as a Financial Representative with Mutual of Omaha

Hear directly from three Mutual of Omaha financial representatives who have taken the first step toward building their own businesses by completing the company’s financial representative trainee program. They’ll share five reasons this program may be right for you.

Video Transcript

Hey, I'm Hayden Lasek, and I'm Alondra Ramirez. And I'm Logan Mueller. The three of us are financial representatives here at Mutual of Omaha. These are the top five reasons you should start a career. Mutual of Omaha is financial representative trainee program.

Number five, the potential for higher earnings while building my own business, along with finding a company that can provide me the resources to succeed. Compensation was important in searching for the right place to start my career. Mutual of Omaha structure, I thought was a great fit for me. I receive a base salary and earn bonuses on top of the sales. And I get all this while learning the foundational skills of prospecting, business planning and marketing. By going this route, I'll be prepared for the next phase of my career where I own my own business and income will be commission based. Because I have the luxury of a base salary, it gives me the opportunity to learn the process and master the craft before taking that next step.

Number four the opportunity to help people achieve their financial goals. Mutual of Omaha provides a great opportunity to enter this industry. Unlike other companies I looked into during my search. Being able to have the resources and training to properly serve people was my top priority. Mutual of Omaha provides everything I need and more. The unbelievable support from multiple teams ensures I am positioned to assist my clients with holistic financial planning. This approach allows me to ensure clients are taken care of and heading down the right financial path.

Number three a high level of flexibility and independence. What sets Mutual of Omaha apart is the level of structure it offers its financial representatives. The initial training helps establish strong habits for success, and now I have the coaching and ability to set a schedule that lets me get involved in the community and build meaningful client relationships my way. This flexibility lets me prioritize what's best for me in my practice and provide personalized support and guidance to everyone I serve. With Mutual of Omaha, I have the freedom to shape my career while making a meaningful difference in the lives of those around me.

Number two learning and growth opportunities. The Accelerated Training Program allows you to work and partner with a team of experienced advisors who've been in this industry for years. They help you deepen your knowledge and expedite your learning curve, while better appreciating what it means to deliver advice to the people we're fortunate enough to call our clients. The opportunity to learn from the best in the industry is a unique value. Add that many people entering this career will never get.

Number one unique level of security and stability. Having a steady income, comprehensive benefits, marketing support and the ability to partner with experienced advisors has helped me navigate the ups and downs of building my own practice. Partnering with Mutual of Omaha Advisors amplifies this security by providing a solid foundation and a clear pathway to owning my business and becoming an independent advisor. Together, these factors create an environment where I can focus on what matters the most. Helping clients achieve their financial goals while building a rewarding and sustainable career for myself.

Looking for amazing support with the freedom to chart your own course. Eager for growth opportunities or you seeking unmatched stability? Contact Mutual of Omaha today and start your journey towards building a thriving business that you can call your own.

Financial Representative Meeting with a Client

What a typical day will look like

As a Mutual of Omaha financial representative, you’ll enjoy days filled with variety and the flexibility to build your business to fit your preferred work style and schedule.

You can look forward to days filled with:

Prospecting and business development
Meeting with prospective and current clients
Tailor solutions to your clients’ individual needs
Sharpening your skills through professional and personal development

Financial Representative Listening to Client

Unique support for your journey

You’ll start your journey as a financial representative trainee with all the benefits of being a full-time Mutual of Omaha employee. Along the way, you’ll receive the training and support to set you up for success as an independent advisor.

As you build momentum with your practice, you’ll:

Begin our education-based Accelerator Program
Be given field support as you build your client base
Participate in marketing and prospecting opportunities

After about two years, you can choose to transition to an independent business as a licensed financial advisor or remain a Mutual of Omaha employee.

The security of a guaranteed salary and benefits

Because you’ll start your journey as a full-time employee of Mutual of Omaha, you’ll enjoy the confidence that comes from knowing you’ll have a guaranteed salary, benefits and incentive opportunities. This unique employment-based program offers a reliable safety net as you build your business and progress toward becoming an independent financial advisor.

Benefits and Perks

The tools for success

When you launch your career as a financial representative with Mutual of Omaha, you’ll have direct access to industry professionals and experienced financial advisors who will support you with the training, mentoring and resources needed for success.

Training and Support

Our mentorship program lets you learn the tried-and-true practices used by our successful advisors so you can implement them with your own clients.
Marketing Tools

You’ll enjoy access to a personalized, comprehensive range of digital sales and marketing resources to target individual markets and the professional guidance to maximize their effectiveness. You’ll also receive consistent, weekly leads and assistance in building an effective social media strategy and an SEO-optimized website.
Career Development

In addition to our exclusive Accelerator Program, you’ll participate in many professional and personal training opportunities that’ll help you sharpen your industry knowledge and the skills you’ll need to build a thriving practice.

Get started on your path to success

Take the first step toward building a successful career as a Mutual of Omaha financial advisor.

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