Financial Representative

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.

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.

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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.

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.

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    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.

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    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.

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    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.

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Get started on your path to success

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