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Financial Representative Trainee

1 month ago

Franklin WI, United States Mutual of Omaha Full time

Financial Representative Trainee (Sales)--Milwaukee, WI
Work Type: Full Time Regular
Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

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. 
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. 
~ 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.
~ You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. 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 oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. 
Be able to travel up to 50% of the time, hold and maintain a valid U.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

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

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.