Financial Representative Trainee

1 week ago

Washington, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Omaha, NE

Location: Nebraska
Work Type: Full Time Regular
Job No: 503247
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 training 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 into 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.

Need help? Email Us Apply Now 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”.

See All Awards

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.

Discover Our Culture

Related Job Openings Financial Representative Trainee (Sales) - Phoenix, AZ

Arizona | 503424

Financial Representative Trainee (Sales)--Boston, MA

Massachusetts | 503420

Financial Representative Trainee (Sales) - Sacramento, CA

California | 503428

  • Financial Representative Trainee

    1 day ago

    Washington, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Omaha, NE at Mutual of Omaha summary: The Financial Representative Trainee Program is designed for driven individuals eager to start a career in the financial services industry. Trainees gain valuable skills in selling Individual Insurance products while receiving mentorship and participating in an...

  • Financial Career Starter

    3 weeks ago

    Washington, Washington, D.C., United States Mutual of Omaha Full time

    We are seeking a Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will participate in an Accelerator Program designed to equip you with the skills required to market Individual Insurance products and provide holistic financial advice.Job DescriptionYou will participate in a comprehensive program...

  • Financial Services Representative

    3 days ago

    Fort Washington, Pennsylvania, United States TruMark Financial Full time

    Job Title: Financial Services RepresentativeCompany Overview:TruMark Financial Credit Union is a leading financial institution dedicated to providing exceptional customer service and innovative solutions for its members. As a Financial Services Representative, you will play a vital role in delivering outstanding service and exceeding member...

  • Financial Analyst Trainee

    3 days ago

    Washington, Washington, D.C., United States Tech-Marine Business Inc Full time

    Job SummaryTech-Marine Business Inc is seeking a talented and ambitious Financial Analyst Trainee to join their team. This 9-week internship program offers a unique opportunity to gain hands-on experience in financial management and develop valuable skills in budget preparation, data analysis, and customer interface.About the RoleThe successful candidate...

  • Financial Services Coordinator

    5 days ago

    Washington, Washington, D.C., United States Tristate Financial Network Full time

    About the RoleWe're seeking a highly motivated Sales Representative to join our team at Tristate Financial Network. As a representative, you'll work closely with clients to understand their financial goals and provide solutions that meet their needs. The ideal candidate will have strong communication and problem-solving skills, a passion for sales, and a...

  • Business Development Representative

    4 weeks ago

    Washington, Washington, D.C., United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning Potential with Symmetry Financial GroupSalary: $50,000 to $100,000+ per year (part-time/full-time agents), $200K to $500K+ per year (Agency Owners)About UsSymmetry Financial Group - Gary Uyemura is a partner of the award-winning Symmetry Financial Group. We protect American families with life insurance, mortgage protection, burial...

  • Financial Services Representative

    4 days ago

    Washington, Washington, D.C., United States The ABN Financial Group Full time

    About ABN Financial GroupWe are a national organization dedicated to providing comprehensive financial solutions to individuals and families. Our mission is to empower people to achieve financial security and peace of mind through expert guidance and support.Join Our TeamWe are seeking experienced insurance agents to join our team. As a member of our team,...

  • Financial Solutions Consultant

    2 weeks ago

    Washington, Washington, D.C., United States MacDonald Financial Solutions Full time

    Remote Sales Representative Job Description:">We are seeking a highly motivated and results-driven individual to join our team as a Remote Sales Representative at MacDonald Financial Solutions.">About the Role:">This is a unique opportunity to build your own agency and earn unlimited commissions.">Responsibilities:">">Sell various life insurance policies to...

  • Business Services Trainee

    4 weeks ago

    Washington, United States Latham & Watkins Full time

    About Latham & Watkins Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect,...

  • Customer Service Representative

    3 days ago

    Fort Washington, Pennsylvania, United States TruMark Financial Full time

    About the Job: We are seeking a highly skilled Customer Service Representative to join our team at TruMark Financial Credit Union. This is an excellent opportunity for individuals who are passionate about delivering exceptional member service and want to be part of a dynamic and growing organization.As a Customer Service Representative, you will serve as a...

  • Financial Services Representative

    3 days ago

    Washington, Michigan, United States The Investors Edge Full time

    Job OverviewThe Investors Edge is a premier financial advisory firm dedicated to empowering individuals to achieve their financial goals. We provide personalized investment strategies, retirement planning, and wealth management solutions.We are currently seeking a Financial Services Representative to join our team. In this role, you will be responsible for...

  • Sales Development Representative

    1 week ago

    Washington, Washington, D.C., United States Transparent Financial Full time

    At Transparent Financial, we are seeking a talented Sales Development Representative to join our team. As a sales professional in this role, you will have the opportunity to drive new business growth and establish yourself as a leader in the industry.We financially protect families from unexpected illness and accidents with our 100% money-back policies. A...

  • Financial Services Representative

    4 weeks ago

    Washington, Washington, D.C., United States Latitude Inc Full time

    Job Summary: We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Latitude Inc. As a key member of our organization, you will be responsible for providing exceptional service to our members by handling a variety of financial transactions, inquiries, and account maintenance tasks.Key Responsibilities:•...

  • Financial Services Representative

    4 days ago

    Washington, Utah, United States Utah First Credit Union Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Utah First Credit Union. As a Teller / Loan Processor, you will be responsible for providing exceptional customer service and ensuring that our members receive personalized attention.Key Responsibilities:Process transactions accurately and efficientlyAssist...

  • Administrative Trainee Program

    2 weeks ago

    Washington, United States Latham & Watkins Full time

    About Latham & WatkinsWe are a leading global law firm dedicated to delivering exceptional results for our clients. Our team is comprised of talented professionals who share a common goal: to provide the highest quality work and service. Our core values are respect, innovation, and collaboration.**Role Description**The Business Services Trainee will play a...

  • Customer Service Representative

    3 days ago

    Fort Washington, Pennsylvania, United States TruMark Financial Full time

    Job OverviewWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at TruMark Financial Credit Union. As a key member of our Member Service Center, you will play a vital role in providing exceptional service to our members, ensuring their needs are met and exceeded.

  • Customer Service Representative

    3 days ago

    Washington, United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are dedicated to delivering exceptional customer experiences. As a Customer Service Representative, you will play a critical role in providing personalized support to our clients, ensuring their financial needs are met and exceeded.The estimated annual salary for this position is $38,500-$54,750, depending on location and...

  • Life Insurance Sales Representative

    6 days ago

    Washington, Washington, D.C., United States The ABN Financial Group Full time

    We are seeking highly motivated and driven individuals to join our team as Life Insurance Sales Representatives. In this role, you will work with in-house leads, providing personalized coverage options to meet the unique needs of our clients.Compensation:$35-75k per year (part-time)$100k+ per year (full-time)Average commission: $400-$500 per...

  • Sales Representative

    4 days ago

    Washington, Washington, D.C., United States EA Agency Symmetry Financial Group Full time

    About the RoleThis is a unique opportunity to become a sales representative with EA Agency, where you can work on a part-time basis and enjoy uncapped earnings. As an agent, you will have the potential to make $50,000+ in the first year and $100,000+ in subsequent years.The role involves working with clients who have requested information about life...

  • Sales Representative for Insurance and Financial Products

    3 days ago

    Washington, Washington, D.C., United States Tyler Sweigart - State Farm Agent Full time

    About the RoleThis Sales Representative for Insurance and Financial Products position offers a rewarding career with excellent income and growth potential. You will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.