Talent.com
Financial Representative Trainee (Sales) - Milwaukee, WI
Financial Representative Trainee (Sales) - Milwaukee, WIMutual of Omaha • Oconomowoc, WI, US
Financial Representative Trainee (Sales) - Milwaukee, WI

Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha • Oconomowoc, WI, US
30+ days ago
Job type
  • Full-time
Job description

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips 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 receive the training and support you need to run your own business and build a rewarding career.

WHAT WE CAN OFFER YOU :

  • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!
  • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
  • 401(k) plan with a 2% company contribution and 6% company match.
  • Work-life balance with vacation, personal time and paid holidays. See our  benefits and perks page  for details.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

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 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 YOU'LL BRING :

  • 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.
  • You 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.
  • We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

    After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com

    Fair Chance Notices

    Create a job alert for this search

    Sales Representative • Oconomowoc, WI, US

    Related jobs
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Waterford, WI, US
    Part-time
    Application Deadline : 01 / 01 / 2026 Address : 6645 W Oklahoma Avenue Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects.Identifies customer nee...Show more
    Last updated: 3 days ago • Promoted
    Treasurer

    Treasurer

    City of Waukesha • Waukesha, WI, United States
    Full-time
    This position performs all required statutory duties of the City Treasurer as set forth in Wisconsin Statute 61.This position is responsible for treasury work including preparation of tax bills, ta...Show more
    Last updated: 30+ days ago • Promoted
    Claim Specialist - Property Field Inspection

    Claim Specialist - Property Field Inspection

    State Farm • West Bend, WI, United States
    Full-time
    Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our suc...Show more
    Last updated: 17 days ago • Promoted
    Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)

    Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)

    LifeStance Health • Honey Creek, WI, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 1 day ago • Promoted
    Financial Sales Manager (Branch Manager)

    Financial Sales Manager (Branch Manager)

    First Citizens Bank • Hartland, WI, US
    Full-time
    This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role primarily engages in outbound calling a...Show more
    Last updated: 30+ days ago • Promoted
    Travel MRI Technologist - $2,857 per week

    Travel MRI Technologist - $2,857 per week

    Olaro • Burlington, WI, United States
    Full-time
    Olaro is seeking a travel MRI Technologist for a travel job in Burlington, Wisconsin.Job Description & Requirements.Pay package is based on 12 hour shifts and 36 hours per week (subject to confirma...Show more
    Last updated: 21 hours ago • Promoted • New!
    Physical Therapist (PT) - outpatient

    Physical Therapist (PT) - outpatient

    Advocate Aurora Health • Twin Lakes, WI, United States
    Full-time
    AMG Twin Lakes - Outpatient Rehabilitation.Schedule Details / Additional Information : .Monday, Wednesday and Friday 7-530 pm. Interest or experience in pelvic health a plus but not required.Interprets ...Show more
    Last updated: 5 days ago • Promoted
    Physical Therapist

    Physical Therapist

    Mercy Health • Lake Geneva, WI, United States
    Full-time
    At Mercyhealth, we focus on quality care and patient experience.Work within a health system where our referring providers and our therapy team provide great access and readily communicate and coord...Show more
    Last updated: 5 days ago • Promoted
    Clinical Supervisor

    Clinical Supervisor

    Allay Hospice • Jackson, WI, US
    Full-time
    Coverage Area : Jackson -Washington and Ozaukee Counties.Lead with Compassion as a Hospice RN Clinical Supervisor.Hospice RN Clinical Supervisors. Join a team of highly skilled professionals committe...Show more
    Last updated: 8 hours ago • Promoted • New!
    Physician - Family Medicine - Spring City Drive Waukesha

    Physician - Family Medicine - Spring City Drive Waukesha

    ProHealth Care • Waukesha, WI, United States
    Full-time
    Physician - Family Medicine - Spring City Drive Waukesha.ProHealth Care is seeking a Board Certified / Board Eligible Family Medicine Physician to join our well-established Spring City Drive Clinic l...Show more
    Last updated: 30+ days ago • Promoted
    Home Health Physical Therapist - Milwaukee & Waukesha Counties

    Home Health Physical Therapist - Milwaukee & Waukesha Counties

    Preceptor Home Health & Hospice • Waukesha, WI, United States
    Full-time
    Preceptor Home Health & Hospice is growing!.We are a home health, hospice, and palliative care agency providing services in patient homes in 15 counties throughout Wisconsin.Patient homes include p...Show more
    Last updated: 5 days ago • Promoted
    Travel Physical Therapist - Inpatient Rehabilitation - $2,278 per week

    Travel Physical Therapist - Inpatient Rehabilitation - $2,278 per week

    GLC On-The-Go • Waukesha, WI, United States
    Full-time
    GLC On-The-Go is seeking a travel Physical Therapist for a travel job in Waukesha, Wisconsin.Job Description & Requirements. Waukesha, Wisconsin? GLC On-The-Go posted this.Vivian Health provides tra...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse - CVOR in East Troy, WI - $11630 / month

    Travel Nurse - CVOR in East Troy, WI - $11630 / month

    VETTED • East Troy, WI, United States
    Temporary
    Location : Mukwonago, Wisconsin.Facility : Coast Medical Service.Coordinates total nursing care for patients.Participates in patient and family teaching. Provides leadership by working cooperatively w...Show more
    Last updated: 5 days ago • Promoted
    Financial Representative Trainee (Sales)-Milwaukee, WI

    Financial Representative Trainee (Sales)-Milwaukee, WI

    Mutual of Omaha • Lyons, WI, United States
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Burlington, Wisconsin, US
    Remote
    Temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Travel IMC RN in Menomonee Falls, Wisconsin

    Travel IMC RN in Menomonee Falls, Wisconsin

    Gifted Healthcare • Allenton, WI, United States
    Full-time
    Intermediate Care Unit RNs (IMCU RNs) treat patients who are suffering from serious conditions, such as diabetes mellitus, electrolyte imbalances, renal failure, liver failure, gastrointestinal ble...Show more
    Last updated: 7 hours ago • Promoted • New!
    Banker

    Banker

    Associated Bank - Corp • Lake Geneva, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 18 days ago • Promoted
    Sales Representative

    Sales Representative

    Jobot • West Bend, WI, US
    Permanent
    Base salary plus commission role, 1st year OTE $80k+.This Jobot Job is hosted by : Brandon Fobert.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : ...Show more
    Last updated: 30+ days ago • Promoted