Financial Representative Trainee

22 hours ago

Bloomingdale, United States Mutual of Omaha Full time
Financial Representative Trainee - Starting at $16/hr at Mutual of Omaha summary:

The Financial Representative Trainee program is designed for motivated individuals eager to build a career in the financial services industry. Participants will receive comprehensive training in marketing insurance products and developing financial advisory skills through self-study, mentorship, and hands-on projects. Successful trainees can advance to a Financial Representative position with opportunities for ongoing education and a robust benefits package.

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, insurance sales, financial representative, career training, sales training, insurance products, financial advisor, Holistic financial practice, Chicago jobs, entry-level finance

  • Financial Representative Trainee

    22 hours ago

    Bloomingdale, United States Mutual of Omaha Full time

    Financial Representative Trainee - Starting at $16/hr at Mutual of Omaha summary: The Financial Representative Trainee position in Chicago, IL is an entry-level role tailored for individuals eager to start their careers in the financial services sector. This comprehensive program will equip you with the necessary skills to provide holistic financial...

  • Financial Representative Trainee

    2 days ago

    Bloomingdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: As a Financial Representative Trainee in Chicago, you will engage in a comprehensive training program designed to prepare you for a successful career in financial services, specifically in selling Individual Insurance products. This full-time position offers a generous...

  • Financial Rep – Upcoming Grad

    1 day ago

    Bloomingdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad - Starting at $16/hr at Mutual of Omaha summary: The Financial Representative Trainee position offers motivated individuals the opportunity to kickstart their careers in the financial services industry. As a trainee, you will develop essential skills for selling Individual Insurance products while benefiting from a...

  • Business Development Representative

    1 week ago

    Bloomingdale, Georgia, United States The WRS Group - Symmetry Financial Full time

    About The Role: We are seeking a highly motivated Business Development Representative to join our team at The WRS Group - Symmetry Financial. As a key member of our sales team, you will be responsible for generating new business opportunities and driving revenue growth through innovative strategies and exceptional customer service.Salary: $60,000 - $80,000...

  • Financial Advisory Career Training Program

    3 months ago

    Bloomingdale, United States Year Up United Full time

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...

  • Retirement Financial Planner

    4 months ago

    Bloomingdale, DC, United States Sentinel Asset Management LLC Full time

        Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential! Location: Columbia, Maryland (Onsite work required). Relocation assistance is available! Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele. Job Type: Full-time W-2 position Benefits: ...

  • Customer Experience Champion at Comcast

    3 weeks ago

    Bloomingdale, Illinois, United States Comcast Full time

    About the RoleThis position involves passionately representing products and services to customers, providing product demonstrations, and taking a customer-first approach to all interactions. The ideal candidate will achieve sales and customer experience goals, provide comprehensive customer onboarding, and resolve customer issues as needed.Key...

  • Gate Guard

    4 weeks ago

    Bloomingdale, United States MSCCN Full time

    Primary Responsibility : Responsible for the access control of all incoming and outgoing traffic into the facility yard. Documents arrival of trucks and trailers into the various systems. Checks accuracy of the paperwork and the loads of trucks and trailers upon their exit from the facility yard. At some facilities, may be required to perform physical door...

  • Gate Guard

    2 months ago

    Bloomingdale, United States AmeriCold Logistics Full time

    Primary Responsibility : Responsible for the access control of all incoming and outgoing traffic into the facility yard. Documents arrival of trucks and trailers into the various systems. Checks accuracy of the paperwork and the loads of trucks and trailers upon their exit from the facility yard. At some facilities, may be required to perform physical door...

  • Night Auditor

    5 months ago

    Bloomingdale, United States Courtyard Bloomingdale Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Checker

    3 months ago

    Bloomingdale, United States AmeriCold Logistics Full time

    Primary Responsibility : Checks and counts all product for both inbound and outbound freight. Ensures that all product is free of damage and infestation. Assures that customer orders are complete and correct. What You'll Do : o Prior to product storage, count all product, compare to manifest, and check all shipments for damage and infestation. o Report all...

  • Account Manager

    11 hours ago

    Bloomingdale, United States Dan Castro State Farm Agency Full time

    Job DescriptionJob DescriptionState Farm Insurance Agent located in Bloomingdale, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Dan Castro- State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life...

  • Maintenance Apprentice

    2 months ago

    Bloomingdale, United States AmeriCold Logistics Full time

    About Us Americold is a global provider of temperature-controlled infrastructure. We partner with farmers and food producers to ensure their perishable and frozen product reaches foods suppliers, restaurants, and your local grocery store without spoilage. Our customers, which include some of the most respected brands in the food industry, rely on our...

  • Clerk

    2 days ago

    Bloomingdale, United States MSCCN Full time

    Primary Responsibility : Perform various clerical duties requiring knowledge of office systems and procedures. These duties will be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, office machine operation, and filing. What You'll Do :...

  • Clerk

    3 months ago

    Bloomingdale, United States AmeriCold Logistics Full time

    Primary Responsibility : Perform various clerical duties requiring knowledge of office systems and procedures. These duties will be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, office machine operation, and filing. What You'll Do :...

  • Supervisor, Warehouse

    2 months ago

    Bloomingdale, United States AmeriCold Logistics Full time

    Primary Responsibility: Responsible for coordinating and supervising all warehouse activities of an assigned work team on a shift basis by directing assigned Associates in the receiving, warehousing, and shipping of customer product in a manner consistent with service and cost objectives. What You'll Do: o Supervise and coordinate the most efficient...