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:

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, providing the skills needed for long-term success. Candidates will engage in direct sales, mentorship, and professional development while enjoying benefits such as hourly wages, bonuses, vacation days, and a 401(k) plan.

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 services, insurance, sales trainee, financial advice, early career programs, customer service, professional development, insurance licensing, financial products, sales experience

  • Financial Rep – Upcoming Grad

    4 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

    3 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 Solutions Representative

    1 month 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...

  • Creative Financial Staffing | Entry-Level Accountant NY

    2 weeks ago

    new york city (the bronx), United States Creative Financial Staffing Full time

    About the companyOur client is a leading importer/ distributor of fresh produce and specialty foods in the Northeast and Mid-Atlantic regions, supplying a wide range of foodservice clients, from restaurants to hospitals. They are seeking an Entry-Level Accountant to join their growing company on a hybrid schedule located in the Bronx.Responsibilities of...

  • Loan Processor

    4 weeks ago

    New York, United States Premium Merchant Funding Full time

    Job Title: Loan ProcessorCompany: Premium Merchant Funding (PMF)Location: Financial DistrictAbout Us: Premium Merchant Funding (PMF) offers a wide range of financial solutions for small businesses, including merchant cash advances, term loans, SBA loans, and equipment financing. We pride ourselves on transparency, hard work, and a positive work culture. Job...

  • Solution Implementation Specialist

    7 days ago

    New York, New York, United States Broadridge Financial Solutions , Inc. Full time

    Job Title: Client Service RepLocation: Remote/Retail/AssociateJob Type: Full-timeIndustry: Financial ServicesAbout Us: Broadridge Financial Solutions, Inc. is a leading provider of technology-enabled financial solutions. Our company is dedicated to helping organizations navigate the complexities of the financial services industry.Job Summary: We are seeking...

  • Director of Financial Operations

    2 weeks ago

    New Brunswick, New Jersey, United States The Restaurant Zone, LLC Full time

    We are seeking a highly experienced financial leader to join our team as Chief Financial Officer.As CFO, you will play a critical role in driving financial strategy, managing P&Ls, and overseeing acquisitions for our growing franchise group.**Responsibilities:**Manage and integrate multiple P&Ls (20+ preferred) across locations.Finalize the integration of...

  • Financial Expert

    1 month ago

    New York, New York, United States SysMind Tech Full time

    We are seeking a highly skilled Financial Expert to join our team at SysMind Tech. This role will involve working closely with upstream / source system owners, reps, in understanding the data and develop requirements and handover to dev team.About the RoleThis is an exciting opportunity for a Business Analyst with trade lifecycle experience to work on the...

  • Financial Advisor

    2 days ago

    New York, United States Vensure Employer Services Full time

    Position Summary A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning. Job Responsibilities Goal Planning: They start by understanding your short and long-term financial goals and then create a...

  • Financial Rep/Sales Manager

    4 months ago

    New York, United States New York Life Full time

    Job DescriptionJob DescriptionNew York Life Accelerated Path to Management Program Latino MarketAre you looking for a job where you can use your language skills and experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in...

  • Financial Services Specialist

    7 days ago

    New Braunfels, Texas, United States Edward Jones Full time

    About the RoleAs a Financial Services Specialist at Edward Jones, you will play a critical role in building and maintaining strong relationships with our clients. Your primary responsibility will be to provide exceptional service and support to help them achieve their long-term financial goals.Key Responsibilities:Deliver personalized service to clients,...

  • Financial Rep/Sales Manager

    3 weeks ago

    New York, United States New York Life Full time

    Job DescriptionJob DescriptionNew York Life Accelerated Path to Management Program Latino MarketAre you looking for a job where you can use your language skills and experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in...

  • Senior Financial Strategist

    2 weeks ago

    New Brunswick, New Jersey, United States The Restaurant Zone, LLC Full time

    **Company Overview**The Restaurant Zone, LLC is a leading national recruiting agency in the hospitality/restaurant space.We are a research-based retained recruitment agency & hybrid tech company that focuses on key roles for restaurants and hospitality.Our team has been featured in National Restaurant News and Total Foods Service Magazine and has worked with...

  • Financial Services Specialist

    1 week ago

    New York, New York, United States State Farm - Chris Foster Agency Full time

    Sales OpportunitiesWe offer excellent sales opportunities for outgoing Team Members to join our team as an Account Rep / In-Office Sales Rep. This position involves assisting with the sales of insurance products to agency customers and prospects, developing relationships to promote State Farm products, and earning a base salary between $65,000 - $75,000 and...

  • Financial Services Professional

    2 weeks ago

    New Braunfels, Texas, United States Edward Jones Full time

    Job OverviewThe Branch Office Administrator role at Edward Jones offers a unique opportunity to join a team of professionals dedicated to providing exceptional client service. As a BOA, you will be a critical member of the branch team, working closely with financial advisors to help clients achieve their long-term financial goals.With over 8 million clients...

  • Financial Aid Assistant

    2 weeks ago

    New York, New York, United States JBCPlatform Full time

    Job OverviewWe are seeking a highly skilled Financial Aid Assistant to join our team at JBCPlatform. This role involves providing exceptional support to students and colleagues alike, ensuring seamless financial aid processes.The successful candidate will possess excellent communication and problem-solving skills, with the ability to work efficiently in a...

  • Financial Reporting Manager

    4 weeks ago

    New York, NY, United States Northbound Executive Search Full time

    An Asset Management firm, located in New York, NY, is seeking a Financial Reporting Manager. The Financial Reporting Manager will be responsible for providing financial analysis to support decision making and strategy for a leading Asset Management firm. The candidate will work collaboratively with the firm’s Financial Planning & Analysis team Senior...

  • Event Host Ambassador

    2 weeks ago

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

    Bloxx Financial is seeking a highly motivated and enthusiastic individual to join our team as an Event Host Ambassador in New York City. This role will play a key part in building brand awareness and promoting our services and events.The successful candidate will serve as a face and voice of Bloxx Financial, exceeding guest expectations and providing a...

  • Consumer Loan Sales Specialist

    2 hours ago

    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. I n the Role Deliver results related to individual and...

  • New Grad RN Residency Program for Aspiring Nurses

    1 month ago

    New Braunfels, Texas, United States Christus Health Full time

    Join Our Comprehensive Nurse Residency ProgramThe Christus Santa Rosa New Grad RN Residency is an exceptional opportunity for new graduate nurses to launch their careers in a supportive and dynamic environment. This 12-month program is designed to provide comprehensive training, mentorship, and professional development, enabling you to transition seamlessly...