Financial Professional Trainee

1 week ago

Elk Grove, United States Mutual of Omaha Full time
Financial Representative Trainee - Sacramento, CA

Location: California
Work Type: Full Time Regular
Job No: 502876
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

WHAT WE CAN OFFER YOU:

  • Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • 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 2024, 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 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • 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 demonstrate appropriate skills and pass a sales process competency test.
  • You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You’ll cultivate and sustain strong relationships with internal business partners. 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:

  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Access to reliable transportation in order to attend appointments and meetings.
  • Ability to travel up to 50% of the work period and maintain a valid driver’s license.
  • 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 Graduate Corporate Strategy Intern - Omaha, NE or Remote

Remote, Nebraska | 503359

Financial Representative Trainee - Houston, TX

Texas | 503157

Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote

Remote, Nebraska | 503336

  • Financial Representative Trainee

    4 weeks ago

    Elk Grove, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Elk Grove, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Professional Trainee

    4 days ago

    Buffalo Grove, United States Mutual of Omaha Full time

    Financial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Professional Trainee

    3 weeks ago

    Pleasant Grove, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills...

  • Sales Trainee

    3 weeks ago

    Elk Grove, United States AVM California Solutions Full time $45,000 - $55,000

    Job DescriptionJob DescriptionOur company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Territory Sales Trainee that is highly motivated and outgoing.  We partner with some of the leading telecommunication industries in the world and has represented our clients in the...

  • Sales Trainee

    1 week ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionOur company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Territory Sales Trainee that is highly motivated and outgoing.  We partner with some of the leading telecommunication industries in the world and has represented our clients in the...

  • Sales Trainee

    7 days ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionOur company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Territory Sales Trainee that is highly motivated and outgoing.  We partner with some of the leading telecommunication industries in the world and has represented our clients in the...

  • Entry Level Management Trainee

    4 months ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    3 weeks ago

    Elk Grove, United States AVM California Solutions Full time $47,000 - $57,000

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    4 weeks ago

    Elk Grove, United States AVM California Solutions Full time $47,000 - $57,000

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    3 weeks ago

    Elk Grove, United States AVM California Solutions Full time $47,000 - $57,000

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    1 week ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    1 week ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Entry Level Management Trainee

    7 days ago

    Elk Grove, United States AVM California Solutions Full time

    Job DescriptionJob DescriptionWe provide aggressive marketing and advertising campaigns for national accounts in Sacramento. We provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Entry Level Management Trainees for our recent office expansions. Be a part of an...

  • Senior Financial Professional

    14 hours ago

    Beech Grove, Indiana, United States Creative Financial Staffing Full time

    Job Title: Senior Financial ProfessionalAbout Our Company: Creative Financial Staffing is a leading provider of exceptional financial services, dedicated to delivering top-notch solutions to businesses across various industries.Why Choose Us as a Senior Financial Professional: As a Senior Financial Professional at Creative Financial Staffing, you will be at...

  • Entry Level Management Trainee

    3 weeks ago

    Elk Grove, United States NOVA Group Full time $51,200 - $60,500

    Job DescriptionJob DescriptionWe are a local firm specializing in marketing, sales, and brand management for some of the nation's most exciting and well-known companies today. Simply put, we use proven marketing and sales methods and are responsible for bridging the gap between our clients' services and the target market they wish to satisfy. Over...

  • Financial Analyst

    4 weeks ago

    Elk Grove Village, United States Creative Financial Staffing Full time

    FINANCIAL ANALYSTWell-respected manufacturing company is seeking a Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role.Why Work for the Company/Take the Financial Analyst role:They offer a dynamic, entrepreneurial company culture...

  • Financial Analyst

    1 month ago

    Elk Grove Village, United States Creative Financial Staffing Full time

    FINANCIAL ANALYST Well-respected manufacturing company is seeking a Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Why Work for the Company/Take the Financial Analyst role: They offer a dynamic, entrepreneurial company...

  • Senior Financial Professional

    7 days ago

    Beech Grove, Indiana, United States Creative Financial Staffing Full time

    Job Title: Senior AccountantAbout the Company: Creative Financial Staffing is a leading provider of exceptional financial services, dedicated to delivering top-notch expertise to clients across various industries.About the Role: As a Senior Accountant at Creative Financial Staffing, you will play a pivotal role in driving financial excellence, accuracy, and...

  • Senior Financial Professional

    1 week ago

    Maple Grove, Minnesota, United States Creative Financial Staffing Full time

    We are seeking a highly qualified Senior Accountant to join our team at Creative Financial Staffing.The successful candidate will be responsible for maintaining the company's financial records, preparing financial reports, and ensuring that financial transactions are recorded accurately and in compliance with accounting principles.Key...