Financial Representative Trainee

2 weeks ago

Brookfield, 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)- Guaynabo, Puerto Rico

Puerto Rico | 503248

Financial Representative Trainee (Sales) - Houston, TX

Texas | 503429

Financial Representative Trainee (Sales) - Dallas, TX

Texas | 503423

  • Financial Advisor

    2 months ago

    Brookfield, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Strategic Mortgage Solutions Specialist

    1 week ago

    Brookfield, Wisconsin, United States Johnson Financial Group LLC Full time

    Mortgage Loan Officer Role at Johnson Financial Group LLCAchieve success as a Mortgage Loan Officer with Johnson Financial Group LLC, an organization that prioritizes personalized service and community involvement. As a Mortgage Loan Officer, you will be responsible for originating residential mortgage loans and driving business growth through effective...

  • Claims Representative

    2 weeks ago

    Brookfield, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is looking for a Claims Representative for a Brookfield area organization. As a Claims Representative, you'll be handling a variety of tasks including reviewing claim information, determining liability, coordinating investigations, settling claims, and communicating with clients. Responsibilities:• Review and...

  • Patient Access Representative

    3 weeks ago

    Brookfield, United States General John J. Pershing Memorial Hospital Full time

    Job Type Full-timeDescriptionThe Patient Access Representative registers patients for treatment in the outpatient setting or for admission to the hospital, ensuring that all policies and procedures are observed. Staff performs data entry regarding demographics and insurance into the electronic health record along with verification of insurance benefits and...

  • Manager Trainee

    6 months ago

    Brookfield, United States Hertz Full time

    Job Description The Manager In Training program provides hands-on training in Sales, Operations, Customer Service, finance, fleet management, and people management. This position has a clearly defined career path to Branch Manager in as little as 12-18 months. This role supports the achievement of location sales goals and customer service excellence....

  • Trainee Sales Manager

    4 weeks ago

    Brookfield, United States SCI Shared Resources LLC Full time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Assist Sales Manager in developing a well-trained sales staff that meets or exceed all sales quotas, increases market share and customer base within established budgetary levels while maintaining the highest ethical standards and...

  • Server Representative

    4 weeks ago

    Brookfield, Wisconsin, United States BELAIR CANTINA Full time

    Server Job DescriptionAt BELAIR CANTINA, we're looking for a skilled Server to join our team. As a Server, you will be responsible for providing exceptional dining experiences for our guests. Your primary objective will be to show our guests a spectacular time, ensuring they want to return again and again.Responsibilities:Welcome and greet guests, making...

  • Customer Service Representative

    1 month ago

    Brookfield, United States Waukesha State Bank Company Full time

    Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an...

  • Client Relationship Specialist

    1 month ago

    Brookfield, United States First Business Bank Full time

    Description Position at First Business Bank Join us today as a Client Relationship Specialist - Equipment Finance (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and...

  • Accountant

    4 weeks ago

    Brookfield, United States Kee Safety INC Full time

    ApplyJob Type Full-time Description The Accountant is responsible for general accounts receivable, accounts payable, payroll, reconciliations, and daily reporting as core duties, working with the Controller to ensure all activity is recorded and reported accurately and timely. This position interfaces with all work groups within the company as well as...

  • Onsite Service Technician

    5 months ago

    Brookfield, United States Xerox Full time

    General Information Press space or enter keys to toggle section visibility City Brookfield, Cedarburg, Fredonia, Grafton, Kenosha, Mequon, Milwaukee, New Berlin, Oak Creek, Paddock Lake, Port Washington, Racine, Rochester, Saukville, Springfield, Thiensville, Tichigan, Union Grove, Waterford, Waukesha, West Allis, Wind Lake State/Province...

  • Deli Clerk Full Time

    3 months ago

    Brookfield, United States BJ's Wholesale Club Full time

    Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing outstanding service...

  • Director Human Resources

    3 weeks ago

    Brookfield, United States Sheraton Milwaukee Brookfield Full time

    Job Summary: The Director of Human Resources is responsible for staffing qualified personnel; ensuring employment statute compliance; overseeing all aspects of wage benefit worker's compensation unemployment; training program direction implementation and administration; and employee relations coaching counseling and discipline. Exempt associates are expected...

  • Licensed Optician

    2 months ago

    Brookfield, United States BJ's Wholesale Club Full time

    License RequiredJoin our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing...

  • Deli Clerk Full Time

    2 months ago

    Brookfield, CT #0214, United States BJ's Wholesale Club Full time

    Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing outstanding service...