Financial Representative Trainee

1 day ago

Great Lakes, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary:

The Financial Representative Trainee in Chicago, IL, is an entry-level position aimed at individuals eager to begin a career in the financial services industry. This comprehensive training program equips trainees with the necessary skills to market Individual Insurance products and build a sustainable financial practice. With hands-on learning, mentorship, and a focus on personal growth, successful candidates will be well-prepared to transition into independent Financial Advisors.

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 Financial Representative Trainee (Sales) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales) -- Richmond, VA

Virginia | 503368

Financial Representative Trainee (Sales)--Miami, FL

Florida | 503421


Keywords:

financial services, sales training, insurance products, career development, financial advice, client relationships, self-motivation, sales experience, holistic practice, mentorship program

  • Financial Representative Trainee

    6 days ago

    Land O' Lakes, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep – Upcoming Grad

    1 day ago

    Great Lakes, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a comprehensive training program aimed at developing your skills in selling Individual Insurance products and providing holistic financial advice. This role offers an hourly wage during training, followed by a competitive annual base...

  • Financial Rep – Upcoming Grad

    1 hour ago

    Great Lakes, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad - Starting at $16/hr at Mutual of Omaha summary: The Financial Representative Trainee role is designed for individuals eager to start their career in the financial services industry. This full-time program provides comprehensive training in selling Individual Insurance products and developing essential financial advisory...

  • Financial Rep – Upcoming Grad

    5 days ago

    Land O' Lakes, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Entrepreneurial Insurance Representative

    7 days ago

    Great Bend, Kansas, United States Farm Bureau Financial Services Full time

    Job Title: Entrepreneurial Insurance RepresentativeBusiness ModelFarm Bureau Financial Services operates on a contract-based model, where representatives are incentivized to generate new business and meet production goals. This approach allows individuals to build a lucrative career while working independently.Compensation PackageThe compensation package...

  • Financial Services Representative

    2 weeks ago

    Great Falls, Montana, United States 1st Liberty Federal Credit Union Full time

    **About Us:**At 1st Liberty Federal Credit Union, we are committed to providing exceptional service to our members. Our team of dedicated professionals works together to ensure that every member has a positive experience when interacting with our institution.We are seeking a talented Loan Officer to join our team and help us achieve our mission. If you are a...

  • Financial Services Representative

    1 week ago

    Great Falls, Virginia, United States Trustar Bank Full time

    About UsTrustar Bank is a community bank dedicated to providing personalized financial services to businesses and individuals in the greater metropolitan Washington DC area. Our experienced team of bankers, investors, and business professionals is committed to delivering exceptional customer experiences and supporting our local community.We are seeking an...

  • Patient Access Representative

    1 month ago

    Detroit Lakes, United States Essentia Health Full time

    Building Location:St Marys - Detroit Lakes ClinicDepartment:46160 RegistrationJob Description:This position greets customers and facilitates the patient registration process in a timely, professional, and courteous manner. Interviews and obtains demographic and financial information from patients or their representatives through face-to-face and virtual...

  • Patient Access Representative

    4 weeks ago

    Detroit Lakes, United States Essentia Health Full time

    Building Location: St Marys - Detroit Lakes Clinic Department: 46160 Registration Job Description: This position greets customers and facilitates the patient registration process in a timely, professional, and courteous manner. Interviews and obtains demographic and financial information from patients or their representatives through face-to-face and virtual...

  • Strategic Financial Leader for Ambulatory Care

    4 weeks ago

    Great Barrington, Massachusetts, United States Community Health Program Inc Full time

    OverviewCommunity Health Programs Inc. is a leading nonprofit health care provider and community partner, dedicated to delivering high-quality healthcare services to the residents of Berkshire County.Salary Range: $200,000 - $225,000 per annum.About the PositionThe Chief Financial Officer will be responsible for overseeing the financial operations of...

  • Patient Access Representative

    1 month ago

    Detroit Lakes, United States Essentia Health Full time

    Building Location:St Marys - Detroit Lakes ClinicDepartment:46160 RegistrationJob Description:This position greets customers and facilitates the patient registration process in a timely, professional, and courteous manner. Interviews and obtains demographic and financial information from patients or their representatives through face-to-face and virtual...

  • Financial Services Representative

    1 week ago

    Franklin Lakes, New Jersey, United States Ed Kalpagian - State Farm Agent Full time

    About the JobThis role involves working as part of a dynamic team to provide exceptional customer service and drive business growth through effective sales and marketing strategies.Key ResponsibilitiesThe successful candidate will be responsible for using a customer-focused approach to educate customers about insurance options, developing leads to drive...

  • Entrepreneurial Insurance Professional

    7 days ago

    Great Bend, Kansas, United States Farm Bureau Financial Services Full time

    Business OpportunityFarm Bureau Financial Services offers an exciting business opportunity for an Insurance Sales Representative. With a strong entrepreneurial spirit and excellent communication skills, you can succeed in this role and build a lucrative contract.In this position, you will generate new business, develop insurance proposals, and close sales....

  • Insurance Sales Consultant

    7 days ago

    Great Bend, Kansas, United States Farm Bureau Financial Services Full time

    Job OverviewFarm Bureau Financial Services is seeking an entrepreneurial-minded professional to join our team as an Insurance Sales Representative. In this role, you will have the opportunity to work independently and build a successful business while positively impacting and protecting those in your community.The ideal candidate will have an entrepreneurial...

  • Medical Office Access Representative

    7 days ago

    Great Neck, New York, United States Northwell Health Full time

    Job Summary:We are seeking a Medical Office Access Representative to join our team at Northwell Health. In this role, you will be responsible for coordinating patient access to medical services, including admissions, registration, and scheduling.Main Responsibilities:Coordinate patient admissions, registration, and scheduling activities.Obtain necessary...

  • Insurance Sales Representative

    1 month ago

    Great Bend, United States Staff My Agency Full time

    Insurance Agent Representative - Work for Yourself, Not by Yourself Farm Bureau Financial Services has an immediate opportunity in the Great Bend, KS location for an entrepreneurial-minded professional. You do not have to have insurance experience to apply, and we have found that everyone from seasoned licensed insurance professionals, job-changers, and...

  • Insurance Sales Representative

    1 month ago

    Great Bend, United States Staff My Agency Full time

    Insurance Agent Representative - Work for Yourself, Not by Yourself Farm Bureau Financial Services has an immediate opportunity in the Great Bend, KS location for an entrepreneurial-minded professional. You do not have to have insurance experience to apply, and we have found that everyone from seasoned licensed insurance professionals, job-changers, and...

  • Patient Access Representative

    4 weeks ago

    Detroit Lakes, MN, United States Essentia Health Full time

    Building Location: St Marys - Detroit Lakes Clinic Department: 46160 Registration Job Description: This position greets customers and facilitates the patient registration process in a timely, professional, and courteous manner. Interviews and obtains demographic and financial information from patients or their representatives through face-to-face and virtual...

  • Merrill Financial Solutions Advisor

    3 weeks ago

    Great Neck, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Medical Insurance Sales Representative

    1 month ago

    Land O Lakes, United States Alera Group, Inc. Full time

    Alera Group, Inc., a leading insurance and financial services company, is seeking an experienced Medical Insurance Sales Representative to join their dynamic team in Florida.About the Role:This exciting opportunity involves selling a comprehensive portfolio of health insurance plans, including Medicare Advantage, Medicare Supplements, and stand-alone...