Financial Representative - Associate

Mutual of Omaha Advisors is recruiting participants for its Accelerator Program in Phoenix, AZ to develop into a Financial Representative / independent Financial Advisor. The program combines structured learning, practical sales and marketing exposure, mentorship, and training focused on delivering holistic financial advice.

Location and Employment Details

• Location: Phoenix, AZ (onsite)
• Job type: Full-time
• Work location: In person
• Compensation: USD 98,000 per yearly (up to $98,000.00 per year)

Program Overview

The Accelerator Program is designed to help you build the knowledge and client-facing skills needed to provide tailored financial solutions. You will receive mentorship and training intended to support your transition from trainee learning to an independent career path as a Financial Advisor.

Key Responsibilities

• Complete a comprehensive learning program to develop the ability to deliver holistic financial advice to clients.
• Build hands-on sales and marketing experience, including learning how to grow your own business.
• Develop prospecting and networking skills through community engagement, social media, and personal relationships.
• Follow the supported process of creating tailored financial solutions, from proposal through policy, with guidance from top-tier mentors.
• Learn how to educate, empower, and guide families toward lifelong financial confidence.

Required Qualifications

• Self-motivation, resilience, and a people-first mindset.
• A growth-oriented attitude that values inclusion, curiosity, and courageous communication.
• Willingness to obtain the required Life & Health insurance licenses; licensing coach, study materials, and associated fees will be provided before the program starts.
• Ability to pass a CRD/FINRA background check and complete securities licensing within 24 months.
• Reliable transportation.

Compensation and Benefits

• Hourly wage: $16/hour during the trainee period (only for 30 days)
• Promotion path: Financial Representative role with an annual base plus unlimited monthly sales incentives
• Bonus: $1,000 bonus after successful completion and promotion
• 401(k): 2% company contribution + 6% match
• Time off: Vacation, personal time, and paid holidays
• Ongoing mentorship, professional development, and a proven roadmap to success
• Insurance and related benefits: Dental insurance, Health insurance, Life insurance, Vision insurance
• Additional support: Professional development assistance
• Flexible schedule
• Referral program

Preferred Qualifications

• Bachelor’s degree (or equivalent experience)
• Prior exposure to the insurance, financial, or sales industries