Trainee Financial Services Representative

3 weeks ago


Waukesha, Wisconsin, United States Mutual of Omaha Full time
Start Your Career in Financial Services with Our Trainee Program

Become a skilled Financial Services Representative by joining our dynamic trainee experience.

About the Opportunity
  • You'll embark on a comprehensive program that equips you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable financial practice.
  • Through a combination of self-study, hands-on projects, and experienced mentorship, you'll develop the skills required to provide holistic financial advice to clients.
Compensation Details

Our compensation package includes $16/hour during the trainee period, which lasts up to 30 days.

Promotion to a Financial Representative comes with a $36,000 annual base salary, plus unlimited monthly sales incentives.

A $1,000 bonus is awarded upon successful completion of the trainee period and promotion to a Financial Representative.

Key Features
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
  • Regular associates receive 11 paid holidays in 2025, including 2 floating holidays added to your prorated personal time.
Requirements and Expectations
  • Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • Cultivate and sustain prospecting skills through personal networks, community events, and social media.


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