Financial Representative Trainee

3 days ago

New Berlin, 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)--Columbia, SC

South Carolina | 503418

Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico

Puerto Rico | 503248

  • Financial Representative Trainee

    3 weeks ago

    New Berlin, Wisconsin, United States Mutual of Omaha Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Milwaukee, WI. As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key...

  • Financial Representative Trainee

    3 weeks ago

    New York, New York, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...

  • Financial Representative Trainee

    3 weeks ago

    New Madrid, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

  • Financial Representative Trainee

    3 weeks ago

    New Madrid, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...

  • Financial Representative Trainee

    7 days ago

    New River, United States Mutual of Omaha Full time

    Financial Representative Trainee - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Services Representative

    2 days ago

    New Bern, North Carolina, United States OneMain Financial Full time

    Empower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing customers with friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing them with the right financial solutions.Key...

  • Financial Representative Trainee

    3 weeks ago

    New Madrid, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...

  • Financial Representative Trainee

    7 days ago

    New Braintree, MA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Professional Trainee

    2 weeks ago

    New Madrid, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    new berlin, United States Mutual of Omaha Full time

    Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Consumer Loan Sales Representative

    3 days ago

    New Bern, North Carolina, United States OneMain Financial Full time

    Empower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing our customers with friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering our customers by listening to their needs and providing them with the right financial solutions.Key...

  • Financial Representative

    3 weeks ago

    New Canaan, Connecticut, United States National Financial Network Full time

    Job OpportunityAre you a motivated individual with a passion for helping others achieve their financial goals?National Financial Network is seeking a Financial Representative to join our team. As a Financial Representative, you will work with individuals and businesses in your community to provide access to financial products and services that will protect...

  • Financial Services Examiner Trainee

    3 days ago

    New York, New York, United States StateJobsNY Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Examiner Trainee to join our team at the New York Department of Financial Services. As a Financial Services Examiner Trainee, you will play a critical role in ensuring the health and stability of the financial entities we regulate.Key ResponsibilitiesMonitor various types...

  • Financial Services Representative

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

  • Financial Representative

    4 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job OpportunityWe are seeking a skilled and ambitious individual to join our team at National Financial Network as a Financial Representative. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs...

  • Financial Services Representative

    1 day ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesAre you a detail-oriented individual with a passion for financial data and analytics? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.As a Financial Representative, you will play a critical role in developing strategic financial plans and providing expert advice...

  • Financial Services Representative

    1 week ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

  • Financial Services Representative

    1 month ago

    New Canaan, Connecticut, United States National Financial Network Full time

    Job Opportunity**About the Role**National Financial Network is seeking a highly motivated and ambitious individual to join our team as a Financial Services Representative. As a Financial Services Representative, you will work with individuals and businesses in your community to provide access to financial products and services that will protect their assets,...

  • Financial Services Representative

    1 day ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...

  • Driver Trainee

    3 weeks ago

    New Berlin, United States Beechwoodsales Full time

    ** Driver Trainee - Hiring Now!** **Job Category****:** Delivery **Requisition Number****:** DRIVE001463 Showing 1 location **Job Details** **Description** ***New Hire Sign on Bonus $5,000.** **The pay range for this position starts at $18- $20/hour based on experience.** **The schedule for this position is Monday Friday, first shift.** **Beechwood Sales &...