Life as a Financial Representative

When you build a rewarding career as a Mutual of Omaha financial representative, you’ll spend each day getting to know people and helping them achieve their goals. Best of all, you’ll enjoy the satisfaction of playing an integral role in protecting your clients’ 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.

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:

  • Networking, business development and gathering referrals

  • Meeting with prospective and current clients

  • Tailoring plans to your clients’ individual needs so they’ll be ready to purchase solutions

  • 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 the stability of being a full-time Mutual of Omaha employee. Along the way, you’ll receive support from a dedicated field development supervisor as you build your client base.

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

  • Have the opportunity to achieve quarterly Starter Awards, recognizing your accomplishments

After about two years, you can choose to transition to an independent business as a licensed financial advisor.

PIggy Bank

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 assistance in building an effective social media strategy, an SEO-optimized website and marketing plans to reach your existing circles. Finally, you’ll expand your network, meet new people and reach out to referrals.

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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.

Financial Representative Careers Blog

Being a financial representative is more than a rewarding career — it’s a calling that opens many opportunities and offers excellent earning potential. Discover what motivates our financial representatives to be at their best.

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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.

Are you an experienced financial advisor?

Interested in a career with Mutual of Omaha? 

 Contact us at advisor.recruiting@mutualofomaha.com.