Senior Financial Services Representative

3 weeks ago


Oconomowoc, Wisconsin, United States Mutual of Omaha Full time

Financial Representatives are the backbone of our company's success. We're seeking a driven and self-motivated individual to join our team as a Senior Financial Services Representative in Milwaukee, WI.

Salary and Benefits

As a Senior Financial Services Representative, you can expect an estimated salary of $54,000 per year, based on industry standards for similar positions in the Milwaukee area. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. You'll also receive benefits such as a 401(k) plan with a 2% company contribution and 6% company match.

Job Description

This is a comprehensive program designed to equip 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 gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.

Required Skills and Qualifications

To be successful in this role, you'll need to possess strong communication and interpersonal skills, as well as the ability to travel up to 50% of the time. You should also have a valid U.S. driver's license and access to reliable transportation for meetings and appointments.

Key Responsibilities
  • Develop a deep understanding of our product offerings, demonstrating expertise in their features and benefits.
  • Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.


  • Oconomowoc, Wisconsin, United States Securian Financial Group Full time

    Overview:Securian Financial Group is a leading provider of life insurance, investment products, and financial services. We are seeking a highly skilled Premium Reconciliation Representative to join our team in Madison, WI.About the Role:This is an exciting opportunity to work with a dynamic team in a fast-paced environment. As a Premium Reconciliation...


  • Oconomowoc, Wisconsin, United States Volt Full time

    At Volt, we are looking for a skilled Senior Field Service Specialist to join our team in OCONOMOWOC, Wisconsin. As an on-site representative, you will provide exceptional customer service and support to our clients. Your primary responsibility will be to ensure that all equipment and facilities are properly maintained, which may involve physical effort such...


  • Oconomowoc, Wisconsin, United States Bank Five Nine Full time

    **About Us**Bank Five Nine is a 162-year-old relationship bank that offers custom financial solutions made possible by our responsiveness, expertise, ease of doing business, and local philosophy.**Why Work with Us?**Continuous, Sound GrowthEmployee Leadership with decisions made locally by bank employees who live and work in the communities we serveFamily...


  • Oconomowoc, Wisconsin, United States Ace Precision Machining Full time

    **Job Title:** Customer Service RepresentativeWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Ace Precision Machining. As a key member of our customer service department, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and exceeding their...


  • Oconomowoc, Wisconsin, United States Rogers Behavioral Health Full time

    Job Title: Guest Services RepresentativeEstimated salary: $45,000 - $55,000 per year.Company OverviewRogers Behavioral Health is committed to providing exceptional care to our patients and their families, and we're looking for a skilled Guest Services Representative to join our team.Job ResponsibilitiesThis role involves serving as the primary point of...


  • Oconomowoc, Wisconsin, United States Stonebriar Auto Services LLC Full time

    Company Overview">We are Stonebriar Auto Services, America's fastest-growing Jiffy Lube franchise. As a leader in vehicle preventive maintenance services with over 2,000 locations across the country, we offer an exciting opportunity for individuals who share our passion for delivering exceptional customer experiences.">Salary and Benefits">The successful...


  • Oconomowoc, Wisconsin, United States Planet Fitness Full time

    Job Summary:As a Member Services Representative at Planet Fitness, you will be responsible for delivering exceptional customer experiences to our members and guests. Your primary goal is to create a positive atmosphere in the gym, ensuring that every interaction is friendly, professional, and memorable.Key Responsibilities:Greet members, prospective members,...


  • Oconomowoc, Wisconsin, United States Presbyterian Homes & Services Full time

    Senior Living Engagement CoordinatorWe are seeking a Senior Living Engagement Coordinator to join our team in Oconomowoc, WI.About the Role:The Senior Living Engagement Coordinator is responsible for implementing and monitoring assigned life enrichment/leisure life programming for our senior residents. This includes creating diverse opportunities for...


  • Oconomowoc, Wisconsin, United States Volt Full time

    Company Overview">Volt is a leading provider of innovative solutions for businesses. As a Senior On-Site Service Specialist, you will play a crucial role in delivering exceptional service to our clients.">About the Job">We are currently seeking an experienced Senior On-Site Service Specialist to join our team. In this role, you will be responsible for...


  • Oconomowoc, Wisconsin, United States Domino's Franchise Full time

    Job DescriptionRole OverviewWe are currently seeking a skilled Customer Service Representative to join our team at Domino's Pizza. As a Customer Service Representative, you will be responsible for providing exceptional customer service, communicating effectively with team members, and maintaining a clean and organized work environment.Key...


  • Oconomowoc, Wisconsin, United States Jimmy John Full time

    As a customer service representative at Jimmy John's, you will be the face of our brand, providing outstanding customer service to our clients. This role involves working flexible hours, delivering sandwiches, and assisting with store responsibilities.The salary for this position is estimated to be between $15-$23/hour, considering the job requirements and...


  • Oconomowoc, Wisconsin, United States Jobot Full time

    Company OverviewA comprehensive care services provider founded in 1984 offers a unique work environment. With over 150 programs across Wisconsin and Indiana, the company serves more than 2,000 individuals through residential care, vocational training, therapeutic education, and independent living support.The organization is employee-owned, fostering a...


  • Oconomowoc, Wisconsin, United States Walgreens Full time

    Are you a people person with a passion for sales? Do you enjoy working in a fast-paced retail environment? We're seeking a Customer Experience Representative to join our team at Walgreens. As a key member of our sales team, you'll be responsible for delivering exceptional customer service and driving sales growth through effective product recommendations.We...


  • Oconomowoc, Wisconsin, United States Kwik Trip Full time

    At Kwik Trip, we are seeking enthusiastic and dedicated individuals to join our Food/Guest Service team. As a valued member of our team, you will play a key role in providing exceptional customer service and creating a welcoming environment for our guests.What We Offer:$16.00 minimum starting pay, plus opportunities for advancement and professional growth. A...


  • Oconomowoc, Wisconsin, United States Michael Page Full time

    Are you a skilled construction professional looking to take your career to the next level? We have an exciting opportunity for a Senior Construction Project Director to join our client, a leading integrated Design/Build firm in Milwaukee. With over 75 years of experience and a strong reputation for delivering high-quality projects, this is a chance to be...


  • Oconomowoc, Wisconsin, United States Kroger Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Front End Team Member. In this role, you will be responsible for delivering exceptional customer service and ensuring a seamless shopping experience for our customers.


  • Oconomowoc, Wisconsin, United States Taco Bell Full time

    About the RoleThis is an exciting opportunity to become a part of a dynamic team at Taco Bell-Oconomowoc. Your primary responsibility will be to deliver a memorable experience for our guests. You will also be responsible for assisting with daily and weekly checklists, maintaining a clean and organized workspace, and working collaboratively with other crew...


  • Oconomowoc, Wisconsin, United States Bank Five Nine Full time

    Job OverviewWe are seeking a highly skilled Mortgage Lender to join our team at Bank Five Nine. As a leading relationship bank, we offer custom financial solutions that make a real difference in the lives of our customers.


  • Oconomowoc, Wisconsin, United States Volt Full time

    Overview">Volt is a company that brings tomorrow's opportunities today. As a Senior On-Site Service Specialist, you will be working closely with clients and independently, performing various tasks.">About the Position">We are looking for an experienced candidate who can work effectively in a fast-paced environment, adapting to changing priorities and...


  • Oconomowoc, Wisconsin, United States Healthcare Services Group Full time

    About the RoleWe are seeking an experienced Housekeeper to join our team at one of our long-term care facilities in Oconomowoc, WI. As a Housekeeper, you will play a vital role in maintaining a clean and safe environment for our residents and staff.ResponsibilitiesClean and sanitize resident rooms, bathrooms, common areas, and officesPerform daily...