Financial Rep

4 weeks ago

Milwaukee WI, United States Mutual of Omaha Full time

Financial Representative Trainee (Sales)--Milwaukee, WI

Location: Wisconsin
Work Type: Full Time Regular
Job No: 503419
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

 

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. 

WHAT WE CAN OFFER YOU:

  • Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. 
  • Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. 
  • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 
  • Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. 
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

  • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

WHAT YOU’LL BRING:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. 
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. 
  • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. 
  • Be highly self-motivated and results-oriented, working both independently and as part of a team. 
  • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. 
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply 

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.

Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Related Job Openings

Arizona | 503424

Texas | 503429

Illinois | 503417

  • Financial Rep – Upcoming Grad

    4 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    1 week ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep – Upcoming Grad

    4 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    4 weeks ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep

    1 week ago

    Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services...

  • Financial Rep

    2 weeks ago

    Dousman, WI, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE   Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry?...

  • HVAC Smart Building Sales Rep

    5 days ago

    Madison, WI, United States Johnson Controls Full time

    Under general direction, the Smart Building Rep Account Executive is responsible for the sale of Johnson Controls Building Automation offerings to owners at the Facility Director, C-suite or VP level. Promote the Johnson Controls value proposition for a Building Automation System (BAS) project to building owners / end users by providing business and...

  • Specialized Client Srvcs Rep

    3 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products...

  • Client Care Srvcs Rep Sr

    1 week ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them...

  • Commercial Construction Project Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Michael Page Full time

    Job SummaryAs a Commercial Construction Project Manager at Michael Page, you will be responsible for managing client expectations, queries, and project information flow. You will also be responsible for timely final subcontractor reconciliation and billing, punchlist, and all final closeout. Additionally, you will participate in developing best practices in...

  • Account Manager

    3 weeks ago

    Milwaukee, United States Atmosphere Commercial Interiors Full time

    PRIMARY FUNCTION Own the client relationship, managing all the sales requirements of any current or new projects. Function as a connection between client and design firm serving as an expert on the wide variety of ancillary products and pricing available. Depending on the needs of a project, provide product suggestions for the client and designer's approval....

  • Account Manager

    3 weeks ago

    Milwaukee, United States Atmosphere Commercial Interiors Full time

    PRIMARY FUNCTION Own the client relationship, managing all the sales requirements of any current or new projects. Function as a connection between client and design firm serving as an expert on the wide variety of ancillary products and pricing available. Depending on the needs of a project, provide product suggestions for the client and designer's approval....

  • Print Mail Operator

    5 days ago

    Milwaukee, United States Adecco Full time

    Job DescriptionJob DescriptionPrint Mail Operator 27.50hrSchedule – Split shift – 2am – 1030am CT Tuesday – SaturdayWe’re recruiting for a Print Mail Operator, 27.50hr, position with a premier financial service organization working at their location in Franklin, Wisconsin.  If you’re a motivated individual with a professional mail room...

  • District Manager- Minnesota

    3 days ago

    Milwaukee, United States Riboli Family Wines Full time

    Build your career at Riboli Family Wines! Riboli Family Wines is one of the fastest-growing wine manufacturers in the U.S. and has received the designation of American Winery of the Year from Wine Enthusiast Magazine. We are a family-owned business, four generations deep, with 100+ years of producing high quality wines. Our company's leading wine brands...