Financial Representative Trainee

2 days ago

New Berlin, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales)--Milwaukee, WI at Mutual of Omaha summary:

The Financial Representative Trainee role in Milwaukee, WI is designed for driven individuals eager to start a career in the financial services industry. Trainees will partake in a comprehensive program to develop skills in selling individual insurance products and building a sustainable financial practice. This position offers an hourly wage during the trainee period, potential promotion to a Financial Representative with a base salary, and numerous benefits including a 401(k) plan and paid vacation days.

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) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales) - Austin, TX

Texas | 503426

Sales Trainee (Group Insurance) - Multiple Locations

Various Locations | 503167


Keywords:

Financial Representative, Sales Trainee, Insurance Sales, Financial Services, Holistic Financial Advice, Career Development, Insurance Licensing, Sales Experience, Accelerator Program, Milwaukee Financial Jobs

  • Financial Representative Trainee

    4 days ago

    New Berlin, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Milwaukee, WI at Mutual of Omaha summary: The Financial Representative Trainee position offers an opportunity for driven individuals to initiate their careers in the financial services sector. Participants will undergo a comprehensive training program that emphasizes sales skills and holistic financial advice...

  • Financial Representative Trainee

    4 days ago

    New River, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee role in Phoenix, AZ, is designed for driven and self-motivated individuals eager to kickstart their careers in financial services. The program offers hands-on training in selling Individual Insurance products while providing support...

  • Financial Rep – Upcoming Grad

    3 days ago

    New Berlin, 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 program designed to develop the skills necessary for providing holistic financial advice and selling Individual Insurance products. The role involves gaining direct sales experience, cultivating prospecting skills,...

  • Financial Rep – Upcoming Grad

    2 days ago

    New Berlin, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is a full-time role aimed at upcoming graduates eager to launch their careers in financial services. This comprehensive program includes training in selling insurance products, developing financial practices, and acquiring necessary licenses,...

  • Accelerate Your Career in Financial Services

    3 weeks ago

    New Berlin, Wisconsin, United States Mutual of Omaha Full time

    We are seeking highly motivated and self-driven individuals to join our Accelerator Program as a Financial Representative Trainee. This dynamic trainee experience is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.What We Can Offer You:A...

  • Financial Solutions Representative

    4 weeks ago

    New Hartford, New York, United States OneMain Financial Full time

    At OneMain Financial, the Financial Solutions Representative plays a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses.Role OverviewThe Financial Solutions Representative will learn the lending and servicing business at OneMain, enabling them to grow their career.Deliver results aligned...

  • Financial Advisor Trainee

    2 weeks ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    As a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...

  • Financial Rep – Upcoming Grad

    2 days ago

    New River, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is designed for driven individuals looking to kickstart their careers in the financial services sector. This role involves comprehensive training to develop sales skills, focusing on individual insurance products while building a sustainable...

  • Financial Career Starter

    2 weeks ago

    New Braintree, Massachusetts, United States Mutual of Omaha Full time

    Unleash Your Financial PotentialWe are seeking highly motivated individuals to join our Accelerator Program, a comprehensive training experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.As a Financial Representative Trainee, you...

  • Insurance and Financial Services Representative

    2 weeks ago

    Berlin, Maryland, United States David Hitch - State Farm Agent Full time

    Job SummaryWe're seeking a highly motivated individual to join our team as an Insurance and Financial Services Representative. In this role, you'll be responsible for providing exceptional customer experiences, promoting State Farm's products, and driving business growth.Key Responsibilities* Forge lasting connections with customers.* Guide clients through...

  • Consumer Loan Sales Specialist

    2 months ago

    TOWN OF NEW HARTFORD, 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 related to...

  • Financial Operations Coordinator

    4 weeks ago

    New York, New York, United States Cetera Financial Group Full time

    The Financial Operations Coordinator at Cetera Financial Group supports Financial Professionals in their day-to-day Investment practices while enhancing customer service levels and experiences.This role may support up to three Financial Professionals, working directly with them to prepare and process client paperwork, perform client financial transactions,...

  • Financial Services Representative

    5 days ago

    New Paltz, New York, United States Heritage Financial Credit Union Full time

    Company OverviewHeritage Financial Credit Union is a member-owned financial institution committed to helping our members achieve their financial goals. We believe in creating a culture of excellence where employees can thrive.We recognize that our employees are our most important asset, and we provide them with the training, development, and opportunities...

  • Financial Services Representative

    5 days ago

    New Paltz, United States Heritage Financial Credit Union Full time

    COME GROW WITH US!We recently opened 2 new branches and are looking for talented and motivated individuals to join our team!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable...

  • Financial Services Representative

    4 days ago

    New Paltz, United States Heritage Financial Credit Union Full time

    COME GROW WITH US!We recently opened 2 new branches and are looking for talented and motivated individuals to join our team!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable...

  • Financial Services Representative

    5 days ago

    New York, New York, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated Financial Services Representative to join our team at Bank of America. As a Financial Services Representative, you will play a critical role in engaging clients in the lobby, educating them on conducting transactions through self-service resources, and assisting with cash transactions as needed.Your key...

  • Financial Services Representative

    6 days ago

    New Bedford, Massachusetts, United States TAUNTON FEDERAL CREDIT UNION Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Taunton Federal Credit Union. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to build relationships with members.This full-time position is approximately $45,000 per year, offering a...

  • Personal Financial Advisor Position

    5 days ago

    New York, New York, United States Fifth Avenue Financial Full time

    Fifth Avenue Financial offers a unique opportunity for individuals seeking a challenging role in the Financial Services industry. As a Financial Services Representative, you will have the chance to build a successful career with competitive compensation. Located in New York, NY, our office provides an ideal location for professionals seeking a dynamic work...

  • Financial Representative Intern

    6 days ago

    New York, New York, United States Northwestern Mutual - Park Ave Full time

    Role OverviewWe are seeking a talented and motivated individual to join our team as a College Financial Representative Intern. As an intern, you will have the opportunity to develop your skills in financial planning, networking, and sales while working with a Fortune 500 company.

  • Senior Financial Relationship Manager

    4 weeks ago

    New York, New York, United States Voya Financial Full time

    Company OverviewVoya Financial is a leading provider of investment and retirement solutions. We believe that everyone deserves access to financial opportunities, and our mission is to help individuals and communities achieve their financial goals.SalaryThe estimated annual salary for this position is $120,000 - $150,000, depending on location and...