Financial Representative Trainee

5 days ago

Milwaukee, Wisconsin, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Are you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

What We Offer:

  • A competitive hourly wage of $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.
  • A $1000 bonus after successful completion of the 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, 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 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.

What You'll Do:

  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • 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 We're Looking For:

  • 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.

Preferred Qualifications:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

  • Financial Representative Trainee

    4 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...

  • Financial Representative Trainee

    2 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed and eager to launch your career in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance...

  • Financial Representative Trainee

    4 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...

  • Financial Representative Trainee Position

    1 month ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative 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.Key...

  • Financial Representative Trainee Position

    2 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...

  • Financial Representative Trainee Position

    4 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's esteemed team as a Financial Representative Trainee and embark on a transformative journey to excel in selling Individual Insurance products. Our comprehensive program is designed to equip you with the skills and competencies necessary to succeed in this dynamic field.What We...

  • Financial Services Trainee

    4 weeks ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.As a Financial Representative Trainee, you will participate in a structured curriculum that includes a...

  • Financial Representative Trainee

    1 week ago

    Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock your potential as a Financial Representative Trainee at Mutual of Omaha. Our comprehensive Accelerator Program is designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.What We Offer:A competitive hourly wage of $16/hour during the trainee...

  • Financial Analyst Trainee

    1 week ago

    Milwaukee, Wisconsin, United States Saputo, Inc. Full time

    At Saputo, we strive to foster a growth-driven work environment where contributions matter. As a Finance Trainee, you will gain experience in various aspects of finance, including market communications, supplier price change analysis, and operations cost tracking.Key responsibilities include:Assisting in analyzing and tracking financial performance of...

  • Finance Trainee

    2 weeks ago

    Milwaukee, Wisconsin, United States Saputo Full time

    Join Our Team as a Finance TraineeSaputo, a leading global dairy processor, is seeking a highly motivated and detail-oriented Finance Trainee to join our team. As a Finance Trainee, you will have the opportunity to gain hands-on experience in various aspects of finance, including market communications, supplier price change analysis, and operations cost...

  • Finance Trainee

    2 weeks ago

    Milwaukee, Wisconsin, United States Saputo Full time

    Join Our Team as a Finance TraineeSaputo, a leading global dairy processor, is seeking a highly motivated and detail-oriented Finance Trainee to join our team. As a Finance Trainee, you will have the opportunity to gain hands-on experience in various aspects of finance, including market communications, supplier price change analysis, and operations cost...

  • Finance Trainee

    4 weeks ago

    Milwaukee, Wisconsin, United States Saputo Full time

    Join Our Team as a Finance TraineeSaputo is a leading global dairy processor, and we're looking for a talented Finance Trainee to join our team. As a Finance Trainee, you'll have the opportunity to gain experience in various aspects of finance, including market communications, supplier price change analysis, and operations cost tracking.Key...

  • Finance Trainee

    2 weeks ago

    Milwaukee, Wisconsin, United States Saputo Full time

    Join Our Team as a Finance TraineeSaputo, a leading global dairy processor, is seeking a highly motivated and detail-oriented Finance Trainee to join our team. As a Finance Trainee, you will have the opportunity to gain hands-on experience in various aspects of finance, including market communications, supplier price change analysis, and operations cost...

  • Financial Services Representative

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeWe are seeking a motivated and ambitious individual to join our team as a Financial Representative. As a representative, you will have the opportunity to work with individuals, families, and small businesses to help them achieve their financial goals.Key Responsibilities:Provide personalized financial...

  • Financial Services Representative

    4 days ago

    Milwaukee, Wisconsin, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals...

  • Financial Services Professional

    1 week ago

    Milwaukee, Wisconsin, United States Robert W Baird & Co Full time

    Client Specialist Trainee RoleThe Robert W Baird & Co Client Specialist Training Program is a unique 18-month development opportunity designed to attract driven and adaptable individuals to join the Financial Services Industry.This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors...

  • Financial Services Representative

    1 week ago

    Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full time

    Job SummaryAs a Personal Banker at PNC Financial Services Group, Inc., you will play a critical role in strengthening customer relationships and driving sales conversations to identify appropriate financial solutions. This position is based in Milwaukee, WI, at the East Capitol branch, and is part of PNC's Retail Branch Banking Network.Key...

  • Financial Services Representative

    2 days ago

    Milwaukee, Wisconsin, United States Summit Credit Union Full time

    **About Us**Summit Credit Union is a dynamic and forward-thinking financial institution committed to serving the needs of our members and the community we serve. With a rich history of innovation and a passion for delivering exceptional service, we strive to be the premier financial partner for our members.**Job Overview**We are seeking a highly skilled and...

  • Financial Services Specialist

    1 week ago

    Milwaukee, Wisconsin, United States Cetera Financial Group Full time

    About the Role:The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.As a Financial Services Specialist, you will proactively develop a client base to which appropriate wealth management products can be sold.Key...

  • Financial Services Specialist

    2 weeks ago

    Milwaukee, Wisconsin, United States Cetera Financial Group Full time

    Job Title: Financial ProfessionalCetera Financial Group is seeking a highly motivated and skilled Financial Professional to join our team. As a Financial Professional, you will be responsible for meeting with current and potential bank customers to help determine the best way to serve their investment planning goals.Key Responsibilities:Collect and analyze...