Financial Representative Trainee

4 weeks ago

Elgin, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) -- Chicago. IL

Location: Illinois
Work Type: Full Time Regular
Job No: 503417
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 Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote

Nebraska | 503474

Financial Representative Trainee (Sales) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales)--Boston, MA

Massachusetts | 503420

  • Financial Representative Trainee

    4 weeks ago

    Elgin, Illinois, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...

  • Financial Representative Trainee

    4 weeks ago

    Elgin, Illinois, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve greatness. Our Accelerator Program is designed to equip you with the skills and knowledge needed to excel as a Financial Representative Trainee. Through a comprehensive program, you'll develop the skills required to provide holistic financial...

  • Financial Representative Trainee

    4 weeks ago

    Elgin, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    South Elgin, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative

    6 months ago

    Elgin, United States Northwestern Mutual Full time

    Financial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and...

  • Financial Services Representative

    4 weeks ago

    Elgin, Illinois, United States Skills for Chicagoland's Future Full time

    Job Title: Financial Services Representative - ElginCompany Overview: Skills for Chicagoland's Future is a Chicago-based nonprofit that removes barriers to employment by eliminating biases that disqualify candidates unnecessarily.Job Summary: We are seeking a Financial Services Representative to join our team at JPMorgan Chase Elgin. As a Financial Services...

  • Financial Services Representative

    1 month ago

    Elgin, Illinois, United States John Sutton - State Farm Agent Full time

    Are you a motivated and customer-focused individual with a passion for sales?About Us:At John Sutton State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 30 years. With a focus on providing exceptional customer service and comprehensive insurance solutions, we have earned a strong reputation as a leader...

  • Patient Service Representative

    5 days ago

    Elgin, United States The US Oncology Network Full time

    OverviewPatient Services Representative - Full-Time - Elgin, ILWorking under general supervision, performs general medical office functions including but not limited to communicating with patients in a friendly and courteous manner. Excellent customer service and empathy is a must. Responsibilities SSENTIAL DUTIES AND RESPONSIBILITIES :-Ensures all...

  • Patient Service Representative

    1 week ago

    Elgin, United States The US Oncology Network Full time

    OverviewPatient Service Representative - Full-Time - Elgin, ILWorking under general supervision, performs general medical office functions including but not limited to communicating with patients in a friendly and courteous manner. Excellent customer service and empathy is a must. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES :-Ensures all...

  • Patient Service Representative

    4 days ago

    Elgin, United States The US Oncology Network Full time

    OverviewPatient Services Representative - Full-Time - Elgin, IL Working under general supervision, performs general medical office functions including but not limited to communicating with patients in a friendly and courteous manner. Excellent customer service and empathy is a must. Responsibilities SSENTIAL DUTIES AND RESPONSIBILITIES : -Ensures all...

  • Financial Aid Assistant III

    4 months ago

    Elgin, United States Elgin Community College Full time

    Financial Aid Assistant III Job no: 494936 Position Type: Part-Time Location: Elgin, IL Experience Level: Entry-Level Categories: Office Support Role: Financial Aid Assistant III About ECC: Elgin Community College serves over 9,000 students at every stage of their educational journeys, including university transfer programs, career and technical education,...

  • Financial Aid Assistant III

    5 months ago

    Elgin, United States Elgin Community College Full time

    About ECC: Elgin Community College serves over 9,000 students at every stage of their educational journeys, including university transfer programs, career and technical education, continuing education classes, and adult basic education. As a community, we pride ourselves on nurturing a welcoming campus where every person-students, staff members, faculty...

  • Customer Service Representative

    4 weeks ago

    Elgin, Illinois, United States Taylor Maciaszek - State Farm Agent Full time

    Are you looking for a career that combines customer service with insurance and financial services? As a Customer Service Representative for Taylor Maciaszek - State Farm Agent, you will have the opportunity to work with a dynamic team to help customers manage the risks of everyday life, recover from the unexpected, and realize their...

  • Financial Services Representative – State Farm Agent Team Member

    6 months ago

    Elgin, United States John Sutton - State Farm Agent Full time

    Are you an ambitious and customer-focused individual with a passion for sales? Do you dream of a rewarding career where you can make a positive impact on people's lives? Look no further! John Sutton State Farm is seeking a Sales Associate to join our dynamic and successful team.About Us:At John Sutton State Farm, we take immense pride in being a trusted...

  • Retail Customer Service Representative

    1 month ago

    Elgin, Illinois, United States Sam's Club Full time

    Job Summary:As a Retail Customer Service Representative at Sam's Club, you will play a vital role in providing exceptional member service and ensuring a positive shopping experience for our customers. Your primary responsibilities will include operating front-end equipment, processing member purchases, and maintaining a clean and organized store environment....

  • Financial Center Manager II

    3 weeks ago

    South Elgin, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...

  • Financial Center Manager II

    3 weeks ago

    South Elgin, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...

  • Insurance Sales Representative

    5 days ago

    Elgin, United States Chantal -Farmers Insurance Agency Full time

    Farmers Insurance The Chantal Ortiz Meza Agency is hiring a candidate to join our amazing team as part of our Agency Owner Development Program!The Agency Owner Development Program, known as the Farmers Insurance Protg Program is a program designed for entrepreneurs who want a clear path to agency ownership with Farmers Insurance. This is a 6-12 month...

  • Customer Service Representative

    4 weeks ago

    Elgin, Illinois, United States Sedgwick Full time

    About This RoleA career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportunity to do something meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your...

  • Insurance Account Specialist

    1 month ago

    Elgin, Illinois, United States Kevin Navarro - State Farm Agent Full time

    Job OverviewKevin Navarro Agency is seeking a skilled Producer who can identify opportunities and build long-lasting customer relationships. As our Insurance & Financial Representative, you will leverage your knowledge of insurance products and industry trends to communicate effectively with clients, identify their needs, and market products or services that...