Financial Representative Trainee Position

12 hours ago


Middleton, Wisconsin, United States Mutual of Omaha Full time
Financial Representative Trainee

At Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.

What You'll Do:
  • Participate in a comprehensive training program to develop your skills and knowledge in selling Individual Insurance products.
  • Contribute to classroom discussions, goal-setting sessions, and progress evaluation meetings to ensure your success.
  • Demonstrate your skills and pass a sales process competency test to validate your expertise.
  • Gain direct sales experience in marketing Individual Insurance products to clients and cultivate strong relationships with internal business partners.
  • Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office to ensure a seamless application and underwriting process.
What We Offer:
  • Hourly wage: $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, including a 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, including 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.
Requirements:
  • Ability to successfully achieve criteria of Trainee Program.
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of 2 attempts at the Life and Health exam.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria require Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • Highly self-motivated and results-oriented with the ability to work independently and as part of a team.
  • Access to reliable transportation to attend appointments and meetings.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.
  • 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.


  • Middleton, Wisconsin, United States Mutual of Omaha Full time

    Financial Representative TraineeAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.What You'll Do:Participate in a comprehensive training program to develop your skills and...

  • Sales Trainee

    4 days ago


    Middleton, Wisconsin, United States Frank Beverage Group Full time

    Job Opportunity at Frank Beverage GroupFrank Beverage Group, a family-owned and operated beer, wine, and spirits distributor, is seeking a highly motivated and detail-oriented Sales Trainee to join their team. As a Sales Trainee, you will have the opportunity to learn and develop skills in sales processes, merchandising, and customer service.Key...


  • Middleton, Wisconsin, United States UW Health Full time

    Job SummaryUW Health is seeking a highly organized and customer-focused Financial Clearance Representative to join our team. As a key member of our financial services team, you will be responsible for ensuring accurate and timely financial clearance for patients.Key ResponsibilitiesEnter and verify demographic and insurance information to ensure accurate...


  • Middleton, Wisconsin, United States UW Health Full time

    Job SummaryWe are seeking a highly organized and customer-focused Financial Clearance Representative to join our team at UW Health.Key ResponsibilitiesEnter and verify demographic and insurance information, complete coordination of benefit changes, calculate and collect patient financial obligations.Manage patient insurance referral obligations, enter...

  • Financial Analyst

    4 weeks ago


    Middleton, Wisconsin, United States Standard Imaging Full time

    Company Overview:At Standard Imaging, we are dedicated to enhancing patient outcomes in the battle against cancer through our innovative precision QA products. As a leading provider in radiotherapy QA technology, we are committed to excellence in our field.Position Summary:We are in search of a qualified individual with robust accounting expertise to oversee...


  • Middleton, Wisconsin, United States UW Health Full time

    Financial Expertise Sought Work Schedule: This is a full-time, 100% remote position that is scheduled to work Monday through Friday from 8:00 am to 5:00 pm. Hours may vary based on the operational needs of the department. Join the #1 Hospital in Wisconsin We are seeking a Senior Financial Analyst to: * Prepare reports, spreadsheets, and schedules with...


  • Middleton, Wisconsin, United States UW Health Full time

    Financial Planning and Analysis Role Work Schedule: This is a full-time, 100% remote position that is scheduled to work Monday through Friday from 8:00 am to 5:00 pm. Hours may vary based on the operational needs of the department. Key Responsibilities: As a Senior Financial Analyst at UW Health, you will be responsible for preparing reports,...


  • Middleton, Wisconsin, United States VETERANS HEALTH ADMINISTRATION Full time

    Job SummaryWe are seeking a highly skilled Cashier to join our team at the VETERANS HEALTH ADMINISTRATION. As a Cashier, you will play a critical role in ensuring the smooth operation of our financial processes, providing exceptional customer service, and maintaining the highest level of accuracy and attention to detail.Key ResponsibilitiesProcess and manage...


  • Middleton, Wisconsin, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Pizza LLC, we're seeking a Customer Service Representative to deliver exceptional customer experiences. As a key member of our team, you'll be responsible for providing top-notch service to our customers.Provide a positive experience for every customer interactionTake orders with ease using our technology and Point...

  • Tax Staff Accountant

    3 weeks ago


    Middleton, Wisconsin, United States Johnson Block & Company Inc Full time

    Job Description**Job Summary**We are seeking a highly skilled and detail-oriented Staff Accountant to join our team at Johnson Block & Company Inc. As a Staff Accountant, you will play a critical role in supporting our clients and assisting in tax preparation for both individual and business clients.Key Responsibilities:Financial Statement Preparation:...


  • Middleton, Wisconsin, United States Link USA Inc Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Link USA Inc. in Middleton, Wisconsin.Job Summary:The Customer Service Representative will be responsible for providing exceptional customer service to clients across the Americas, addressing customer inquiries,...


  • Middleton, Wisconsin, United States Holiday Inn Express Full time

    {"title": "Guest Service Representative", "subtitle": "Join our team at Holiday Inn Express", "content": "At Holiday Inn Express, we're looking for a motivated and dependable individual to join our team as a Guest Service Representative. As a key member of our front desk team, you'll be responsible for providing exceptional service to our guests, ensuring...

  • Cashier Lead

    3 weeks ago


    Middleton, Wisconsin, United States Veterans Affairs, Veterans Health Administration Full time

    Job SummaryThis position is located in a Consolidated Patient Account Center (CPAC) and is organizationally aligned under the Chief Financial Office (CFO) serving as a Lead Cashier in the Cash Management Division.Key ResponsibilitiesCoordinate the Cash Management Department, devising and implementing new changes and systems.Maintain records of productivity...


  • Middleton, Wisconsin, United States Holiday Inn Express Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Front Desk Representative to join our team at the Holiday Inn Express & Suites Madison West - Middleton. As a key member of our front office team, you will be responsible for providing exceptional guest service, ensuring a smooth and efficient check-in and check-out process, and maintaining a...


  • Middleton, Wisconsin, United States Frank Beverage Group Full time

    Job Description**About Us**Frank Beverage Group is a leading beverage distributor that prides itself on quality, excellence, and a commitment to customer satisfaction. We are a family-owned and operated business that values exceptional people who are passionate about delivering outstanding results.**Job Summary**We are seeking a highly motivated and...


  • Middleton, Wisconsin, United States Frank Beverage Group Full time

    Job Description**About Us**Frank Beverage Group is a leading beverage distributor that prides itself on quality, excellence, and a commitment to customer satisfaction. We are a family-owned and operated business that values exceptional people who are passionate about delivering outstanding results.**Job Summary**We are seeking a highly motivated and...


  • Middleton, Wisconsin, United States Future Foam Incorporated Full time

    Job Summary:The selected candidate will be an active contributor to the Administrative Office, Sales, and Operations teams at Future Foam Incorporated. He/she will work in conjunction with the sales and manufacturing team to ensure customer orders are entered, scheduled, and delivered in a timely manner.Main Responsibilities:Accurately and timely order...


  • Middleton, Wisconsin, United States Kwik Trip Full time

    About Kwik TripKwik Trip is a family-owned company that has been serving its guests and coworkers since 1965. We are dedicated to providing an exceptional customer experience in clean, state-of-the-art facilities.Job SummaryWe are seeking energetic, outgoing, and positive individuals to join our Food/Guest Service team. As a Food/Guest Service coworker, you...


  • Middleton, Wisconsin, United States First Choice Dental Full time

    Job OverviewOBJECTIVE:The primary aim is to optimize the daily functioning of the clinic by delivering outstanding service and communication to our patients. Key responsibilities encompass being the initial point of contact for friendly patient interactions; organizing patient appointments; ensuring precise and efficient scheduling; conducting treatment...


  • Middleton, Wisconsin, United States Mattel Full time

    Job Summary: We are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Mattel. As a Seasonal Sales Associate, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key Responsibilities:Provide prompt, efficient, and...