Financial Representative Trainee

3 days ago

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

The Financial Representative Trainee (Sales) position in Chicago, IL is designed for motivated individuals eager to launch a career in the financial services sector through a comprehensive training program. Trainees will develop skills in marketing Individual Insurance products while gaining hands-on experience and mentorship. Successful completion of the program leads to a promotion, a base salary, and various benefits including a 401(k) plan and paid holidays.

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 Representative, Sales Trainee, Insurance Products, Financial Services, Career Development, Mentorship, Individual Insurance, Sales Experience, Holistic Financial Advice, Job Training

  • Financial Representative Trainee

    2 days ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: The Financial Representative Trainee (Sales) position in Chicago, IL is designed for motivated individuals eager to launch a career in the financial services sector through a comprehensive training program. Trainees will develop skills in marketing Individual Insurance...

  • Financial Representative

    1 day ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Representative Trainee - Starting at $16/hr at Mutual of Omaha summary: The Financial Representative Trainee role offers a dynamic introduction to the financial services industry, focusing on developing skills for selling Individual Insurance products. Trainees participate in a comprehensive program designed to prepare them for a successful career...

  • Financial Representative Trainee

    7 days ago

    Fort Worth, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503423 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Professional

    1 day ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Professional Trainee - Benefits + 401K at Mutual of Omaha summary: The Financial Representative Trainee position offers a dynamic program for individuals eager to jumpstart their career in the financial services industry. Trainees will develop essential skills to provide holistic financial advice, market individual insurance products, and gain...

  • Financial Rep

    24 hours ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position offers an intensive training program designed for recent graduates seeking a career in financial services. Trainees will learn to sell individual insurance products and build a holistic financial practice through mentorship and practical experience....

  • Financial Rep – Upcoming Grad

    3 days ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position offers an intensive training program designed for recent graduates seeking a career in financial services. Trainees will learn to sell individual insurance products and build a holistic financial practice through mentorship and practical experience....

  • Financial Rep – Upcoming Grad

    2 days ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position offers an intensive training program designed for recent graduates seeking a career in financial services. Trainees will learn to sell individual insurance products and build a holistic financial practice through mentorship and practical experience....

  • Career Opportunities in Financial Services

    6 days ago

    Fort Sheridan, United States Mutual of Omaha Full time

    **About Mutual of Omaha**Mutual of Omaha is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our mission is to deliver innovative solutions that make a positive impact on people's lives.**Financial Representative Trainee Role**We are seeking highly motivated and ambitious individuals to...

  • Financial Professional Trainee

    21 hours ago

    Fort Worth, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Dallas, TXLocation:TexasWork Type:Full Time RegularJob No:503423Categories:Sales, Early Career Programs, Financial Representative TraineeApplication Closes:Open Until FilledSHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate...

  • Accelerate Your Career in Insurance Sales

    6 days ago

    Fort Sheridan, United States Mutual of Omaha Full time

    Overview: Mutual of Omaha is seeking a dynamic and ambitious individual to join its Accelerator Program as a Financial Representative Trainee. This comprehensive program is designed to equip trainees with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.Salary:...

  • Slagle Financial | Customer Service Representative

    1 week ago

    fort walton beach, United States Slagle Financial Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...

  • Account Manager Trainee

    15 hours ago

    Fort Wayne, United States Elevate Energy Team Full time

    Job DescriptionJob DescriptionElevate Energy Partners is thriving as a business consulting and sales firm located in Fort Wayne! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join our marketing and sales team...

  • Account Manager Trainee

    5 hours ago

    Fort Wayne, United States Elevate Energy Team Full time

    Job DescriptionJob DescriptionElevate Energy Partners is thriving as a business consulting and sales firm located in Fort Wayne! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join our marketing and sales team...

  • Financial Services Representative

    6 days ago

    Fort Worth, Texas, United States Community Choice Financial Family of Brands Full time

    About the RoleThis Customer Service Representative position is ideal for individuals who thrive in fast-paced environments and are passionate about delivering exceptional customer experiences.Main ResponsibilitiesProvide expert support to customers by reviewing and processing transactions accurately.Maximize customer success by offering tailored financial...

  • Engineer Trainee

    1 day ago

    Fort Smith, United States Bachoco USA Full time

    Bachoco USA is seeking a Maintenance & Engineer Trainee for our Fort Smith, AR location. Summary: The maintenance & engineer trainee will learn and master all aspects of Bachoco USA poultry process. Trainees will not only gain hands-on experience in the poultry processing industry but also gain the knowledge and engineering skills to build upon long term...

  • Financial Service Representative

    4 days ago

    Fort Edward, New York, United States Arrow Financial Services Full time

    At Arrow Financial Services, we are seeking an experienced professional to join our team as a Teller. This role is perfect for individuals who possess excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.Job DescriptionThe primary responsibility of this position is to provide exceptional customer service by...

  • Financial Service Representative

    7 days ago

    Fort Wayne, Indiana, United States Fort Financial Credit Union Full time

    Company OverviewFort Financial Credit Union is a community-focused organization that prioritizes the well-being and development of its employees. Our mission is to build financial relationships with our members and be their trusted financial advisors.Job DescriptionWe are seeking a Teller who will be the face of the credit union, providing exceptional...

  • Consumer Loan Sales Specialist

    4 days ago

    Fort Collins, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    In the Role  ·       Deliver results...

  • Customer Service Representative

    4 days ago

    Fort Myers, United States Slagle Financial Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is...

  • Customer Service Representative

    4 days ago

    Fort Myers, United States Slagle Financial Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is...