Financial Representative Trainee

5 days ago

Eagle, 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.

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)-- Tampa, FL

Florida | 503422

Financial Representative Trainee (Sales) - Springfield, MO

Missouri | 503427

Financial Representative Trainee (Sales)--Columbia, SC

South Carolina | 503418

  • Financial Rep – Upcoming Grad

    1 day ago

    Eagle, 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 Services Representative

    5 days ago

    Eagle Point, Oregon, United States Rogue Credit Union Full time

    Rogue Credit Union is seeking a highly skilled Financial Services Representative to join our team. This is a fantastic opportunity to work in a dynamic and customer-focused environment, providing exceptional service to our members.Job Summary:The Financial Services Representative will be responsible for accurately processing financial transactions, providing...

  • Financial Services Representative

    2 weeks ago

    Eagle, Idaho, United States Washington Federal Full time

    Personal Banker RoleThe Personal Banker is a key member of the Washington Federal team, responsible for delivering exceptional client experiences and providing tailored banking solutions to meet their unique needs.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial goals and objectives.Provide expert...

  • Life Insurance Sales Representative

    6 days ago

    Eagle, Idaho, United States Peterson Agency Full time

    Job OverviewWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at the Peterson Agency. As a sales representative, you will be responsible for helping families and individuals protect their financial future by providing them with the right life insurance solutions.Key Responsibilities:Purchasing...

  • Financial Operations Manager

    6 days ago

    Eagle Lake, United States Automotive Aftermarket Services Full time

    Job Title: Financial Operations ManagerJob Summary:We are seeking a highly skilled Financial Operations Manager to join our team at Automotive Aftermarket Services. The successful candidate will be responsible for providing sales and expense analyses for all departments, fairly representing the financial condition of the dealership, and developing controls...

  • Financial Services Representative

    4 weeks ago

    Eagle, Colorado, United States ANB Bank Full time

    ANB Bank Career OpportunitiesWe are seeking talented individuals to join our team at ANB Bank. As a Universal Banker I-IV or Branch Coordinator, you will play a vital role in providing exceptional customer service and building strong relationships with our customers and within our communities.Key Responsibilities:Deliver outstanding customer service and...

  • Sales Representative

    5 days ago

    Eagle, United States Container and Packaging Full time

    Job Opportunity: Sales Representative (Known as a Packaging Consultant) Do you want to be the Picasso of Packaging, the Da Vinci of Decoration, or the Shakespeare of Shipping? If so, we've got a canvas for your creativity! We're on the lookout for a dynamic, driven, and downright passionate Professional to join us as our next Packaging Consultant. This is a...

  • Sales Representative

    2 weeks ago

    Eagle River, Wisconsin, United States Lampert Lumber Full time

    Job Title: Inside Sales RepresentativeAt Lampert Lumber, we are seeking a highly skilled and motivated Inside Sales Representative to join our team. As a key member of our sales team, you will be responsible for assisting with new and existing customer sales, providing product support to outside sales representatives, and ensuring seamless customer...

  • Insurance and Financial Services Professional

    1 month ago

    Eagle River, Alaska, United States Troy Sayer - State Farm Agent Full time

    Job OverviewAs a State Farm Agent Team Member, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences. We seek a motivated and goal-oriented professional who thrives in a fast-paced environment and is interested in helping our customers manage the risks of everyday life, recover from the...

  • Account Representative

    2 weeks ago

    Eagle Mountain, UT , USA, United States Sonny Mortensen - State Farm Agent Full time

    Account Representative OpportunityWe are seeking a highly motivated and customer-focused Account Representative to join our team at Sonny Mortensen - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency...

  • Insurance Customer Service Representative

    4 months ago

    Eagle Lake, United States GEICO Indemnity Company Full time

    Customer Service Representative – Lakeland, FLSalary: $18.86 per hour / $38,002.90 annuallyWhen you grow, GEICO grows. And if you’re the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We’re looking for Customer Service Professionals for our Lakeland, FL office....

  • Inside Sales Representative

    3 weeks ago

    Eagle River, WI, United States Lampert Lumber Full time

    Wisconsin Building Supply operates locations throughout Wisconsin supplying windows, doors, roofing, siding, millwork, lock hardware, columns, trim, mouldings, cabinetry, countertops, decking, railing, gypsum, lumber & plywood, insulation, and other building materials.A Brief OverviewThe Inside Sales Representative assists with new and existing customer...

  • Retail Customer Service

    1 week ago

    Eagle Pass, United States EZCORP Full time

    Address: 698 Main St. Eagle Pass, Texas 78852 Brand: EZPawn Pay range is based on experience from $11:00 - $13.50 per hour. We want you to join us for a career not a job. At EZCORP we are looking for Team Members to lead the way today and to step into greater roles tomorrow. When you bring us your passion for service excellence, well provide development and...

  • Ready Mix Driver

    2 months ago

    Eagle, United States CRH Plc. Full time

    Job ID: 491428 Idaho Materials & Construction, is a CRH Company. Our purpose, commitment to the future, and formula for growth is to champion the safety, empowerment, and development of our employees. We strive to be The Preferred Source of quality sand, rock, landscape products, ready-mixed concrete, asphalt, paving and construction services. We succeed as...

  • Customer Service Representative

    6 days ago

    Eagle River, Alaska, United States Best Buy Full time

    Key Responsibilities:As a Retail Sales Associate at Best Buy, you will be the face of our brand, providing exceptional customer service and ensuring a seamless shopping experience for our customers. Your primary responsibilities will include:Welcoming and engaging with customers in a warm and friendly mannerServing as a brand ambassador by bringing together...

  • Ready Mix Driver

    5 months ago

    Eagle, United States CRH Full time

        Job ID:  491428   Idaho Materials & Construction, is a CRH Company. Our purpose, commitment to the future, and formula for growth is to champion the safety, empowerment, and development of our employees.  We strive to be The Preferred Source of quality sand, rock, landscape products, ready-mixed concrete, asphalt, paving and construction...

  • Hospital Registration Specialist

    2 weeks ago

    Eagle River, Wisconsin, United States Aspirus Health Full time

    Job Title: Hospital Registration RepresentativeWe are seeking a highly skilled and detail-oriented Hospital Registration Representative to join our team at Aspirus Eagle River Hospital. This role is responsible for ensuring accurate and efficient patient registration, insurance verification, and benefit eligibility.Key Responsibilities:Pre-register patients...

  • Ready Mix Maintenance Person

    2 months ago

    Eagle, United States CRH Full time

        Job ID:  501195   Idaho Materials & Construction, is a CRH Company. Our purpose, commitment to the future, and formula for growth is to champion the safety, empowerment, and development of our employees.  We strive to be The Preferred Source of quality sand, rock, landscape products, ready-mixed concrete, asphalt, paving and construction...

  • Asphalt Plant Laborer- Eagle,CO

    5 months ago

    Eagle, United States CRH Full time

      Job ID:  498220   United Companies, is a CRH Company. Our purpose, commitment to the future, and formula for growth is to champion the safety, empowerment, and development of our employees.  We strive to be The Preferred Source of quality sand, rock, landscape products, ready-mixed concrete, asphalt, paving and construction services.  We...

  • Telecommunications Site Technician

    7 days ago

    Eagle Pass, Texas, United States GTL Full time

    OverviewGTL is seeking a skilled Telecommunications Site Technician to join our Field Services team. As a key member of our team, you will provide remedial repair, preventive maintenance, and system reliability services to our clients. This role requires a high level of independence, with minimal direct supervision, and a strong ability to work effectively...