Financial Services Trainee

3 days ago

Okauchee Lake, Wisconsin, United States Mutual of Omaha Full time
Join Our Team as a Financial Representative Trainee

We are seeking highly motivated and results-driven individuals to join our Financial Representative Trainee program. As a trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

What We Offer
  • Hourly Wage: Trainees will start at $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into 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 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
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 demonstrate appropriate skills and pass a sales process competency test.
  • You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You'll cultivate and sustain strong relationships with internal business partners.
What You'll Bring
  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Access to reliable transportation in order to attend appointments and meetings.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.
Preferred Qualifications
  • 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

  • CNA Trainee Position

    1 week ago

    Rice Lake, Wisconsin, United States Dove Healthcare Full time

    Unlock Your Potential as a CNA TraineeDove Healthcare is proud to offer a unique opportunity for individuals to embark on a rewarding career as a Certified Nursing Assistant (CNA). Our CNA Trainee program provides a comprehensive training experience, including a free CNA class and state competency exam, as well as a competitive hourly wage for...

  • Health Services Administrator

    2 weeks ago

    Okauchee Lake, Wisconsin, United States VitalCore Health Strategies Full time

    Health Services Administrator Job SummaryVitalCore Health Strategies is seeking a highly skilled Health Services Administrator to lead our healthcare delivery system at the Dodge County Jail in Juneau, Wisconsin. As a key member of our team, you will be responsible for ensuring the delivery of high-quality healthcare services while maintaining compliance...

  • Health Services Administrator

    2 weeks ago

    Okauchee Lake, Wisconsin, United States VitalCore Health Strategies Full time

    Health Services Administrator Job SummaryVitalCore Health Strategies is seeking a highly skilled and experienced Health Services Administrator to lead our healthcare delivery system at the Dodge County Jail in Juneau, Wisconsin. As a key member of our team, you will be responsible for ensuring the delivery of high-quality healthcare services while...

  • Health Services Administrator

    2 weeks ago

    Okauchee Lake, Wisconsin, United States VitalCore Health Strategies Full time

    Health Services Administrator Job SummaryVitalCore Health Strategies is seeking a highly skilled Health Services Administrator to lead our healthcare delivery system at the Dodge County Jail in Juneau, Wisconsin. As a key member of our team, you will be responsible for ensuring the highest level of patient care and satisfaction while maintaining compliance...

  • Health Services Administrator

    2 weeks ago

    Okauchee Lake, Wisconsin, United States VitalCore Health Strategies Full time

    Health Services Administrator Job SummaryVitalCore Health Strategies is seeking a highly skilled Health Services Administrator to lead our healthcare delivery system at the Dodge County Jail in Juneau, Wisconsin. As a key member of our team, you will be responsible for ensuring the highest level of patient care and satisfaction while maintaining compliance...

  • Customer Service Representative

    3 weeks ago

    Lake Geneva, Wisconsin, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Full-Time Teller. As a key member of our team, you will be responsible for providing exceptional customer service, processing high-volume customer banking transactions, and developing banking product referral...

  • Electronic Monitoring Specialist

    1 day ago

    Okauchee Lake, Wisconsin, United States Wisconsin Community Services Full time

    Job SummaryThis position has responsibility for all technical functions in regards to the WCS Electronic Monitoring and Drug Testing programs. The position will perform installations, technical maintenance, assistance with inventory control, de-installations, direct observation drug testing, and reporting to the Courts or referring entities, according to WCS...

  • Customer Service Representative

    3 weeks ago

    Lake Geneva, Wisconsin, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Full-Time Teller. As a key member of our team, you will be responsible for delivering exceptional customer service, processing high-volume customer banking transactions, and developing banking product referral...

  • Tax Consultant

    3 weeks ago

    Okauchee Lake, Wisconsin, United States SilverLinx Full time

    About SilverLinxWe are a dynamic and forward-thinking consulting firm that offers a unique blend of tax, auditing, legal, and business consulting services. Our team of experts works together to provide comprehensive support to our clients, helping them navigate complex business matters and achieve their goals.What We OfferExcellent Career Opportunities with...

  • Financial Services Associate

    1 month ago

    Lake Geneva, Wisconsin, United States Associated Banc-Corp Full time

    Under the direct guidance of a Banking or Market Supervisor, this role is accountable for suggesting Associated Banc-Corp financial products to both current clients and potential customers. The position involves recognizing, enhancing, and strengthening customer relationships through detailed profiling, subsequently recommending suitable deposit and lending...

  • Dental Care Professional

    2 weeks ago

    Okauchee Lake, Wisconsin, United States ForwardDental Full time

    General Dentist Opportunity in Waukesha, WisconsinAt ForwardDental, we take pride in offering a unique dental experience tailored to the community we serve. As a distinguished member of the Heartland Dental supported offices, we stand committed to providing exceptional care with the full support of our dedicated practice manager, a highly trained on-site...

  • Dental Care Specialist

    2 days ago

    Okauchee Lake, Wisconsin, United States Forward Dental Full time

    General Dentist Opportunity in Waukesha, Wisconsin$25,000 Signing BonusAt ForwardDental - Waukesha, we take pride in offering a unique dental experience that is tailor-made for the community we serve.As a distinguished member of the Heartland Dental supported offices, we stand committed to providing exceptional care with the full support of our dedicated...

  • Personal Banker

    3 weeks ago

    Lake Geneva, Wisconsin, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Personal Banker - Relationship Builder to join our team. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving business growth.Key Responsibilities:Customer Acquisition and Retention: Acquire...

  • Personal Banker

    2 weeks ago

    Lake Geneva, Wisconsin, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire...

  • Healthcare Assistant

    1 week ago

    Rib Lake, Wisconsin, United States Rib Lake Health Services Full time

    Job SummaryWe are seeking a dedicated and compassionate Certified Nursing Assistant Trainee to join our team at Rib Lake Health Services. As a CNA Trainee, you will have the opportunity to work in a highly rated healthcare facility, assisting with day-to-day activities and providing support to residents, nursing assistants, and other staff...

  • Healthcare Assistant

    5 days ago

    Rib Lake, Wisconsin, United States Rib Lake Health Services Full time

    Job SummaryWe are seeking a dedicated and compassionate Certified Nursing Assistant Trainee to join our team at Rib Lake Health Services. As a CNA Trainee, you will have the opportunity to work in a highly rated healthcare facility, assisting with day-to-day activities and providing support to residents, nursing assistants, and other staff...

  • Full Time Bank Teller

    3 weeks ago

    Pell Lake, Wisconsin, United States Wintrust Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Full Time Bank Teller to join our team at Wintrust Financial. As a key member of our banking operations, you will be responsible for processing a variety of financial transactions, operating a teller drawer, and providing exceptional customer service.Key ResponsibilitiesProcess financial...

  • Full Time Bank Teller

    3 weeks ago

    Lake Geneva, Wisconsin, United States Wintrust Financial Full time

    Job OverviewWintrust Financial is a leading financial institution with a strong presence in the Chicago and southern Wisconsin market areas. We are seeking a highly skilled and customer-focused Full Time Bank Teller to join our team in Lake Geneva, WI.Why Work with Us?We offer a dynamic and award-winning culture, recognized as a Top Workplace by the Chicago...

  • Financial Resource Specialist

    2 weeks ago

    Lake Geneva, Wisconsin, United States Mercy Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Resource Specialist to join our team at Mercy Health. In this role, you will be responsible for verifying and authorizing patient care services to ensure financial reimbursement. Your expertise in insurance benefit verification and clinical information coordination will be essential in...

  • Financial Analyst Internship Opportunity

    2 weeks ago

    Lake Geneva, Wisconsin, United States Uline Full time

    Financial Analyst Internship OverviewAbout the RoleAs a Financial Analyst Intern at Uline, you will have the opportunity to gain hands-on experience in financial analysis and reporting. You will work closely with our finance team to enhance your technical and financial skills, and contribute to various financial projects.Key ResponsibilitiesAssist in...