Talent.com
Financial Representative Trainee (Sales) (m/w/d)
Financial Representative Trainee (Sales) (m/w/d)Mutual of Omaha • Waukesha, WI, United States
Financial Representative Trainee (Sales) (m / w / d)

Financial Representative Trainee (Sales) (m / w / d)

Mutual of Omaha • Waukesha, WI, United States
2 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@ .

    Fair Chance Notices

    Create a job alert for this search

    Sales Representative • Waukesha, WI, United States

    Related jobs
    Managers in Training (Virtual / Work from home)

    Managers in Training (Virtual / Work from home)

    Global Elite • West Bend, WI, US
    Remote
    Full-time
    Managers In Training (Virtual / Work From Home).With our company growing faster than ever, we are looking for individuals with amazing people skills to join our 100% remote team.About Us : We want ev...Show more
    Last updated: 30+ days ago • Promoted
    Management Trainee - West Bend

    Management Trainee - West Bend

    Enterprise Holdings • West Bend, WI, US
    Full-time
    Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ...Show more
    Last updated: 30+ days ago • Promoted
    Treasurer

    Treasurer

    TradeJobsWorkForce • 53167 Rochester, WI, US
    Full-time
    Treasurer Job Duties : Analyzes and recommends optimal capital structure alternativ...Show more
    Last updated: 30+ days ago • Promoted
    B2B Sales Representative

    B2B Sales Representative

    Staples, Inc. • BURLINGTON, WI, US
    Full-time
    Staples is business to business.Quill, a trusted Staples brand since 1998, offers you the chance to shape the future of strategic accounts through innovation, leadership, and a commitment to long-t...Show more
    Last updated: 4 days ago • Promoted
    Sales Engineer

    Sales Engineer

    Sandvik • Slinger, WI, US
    Full-time
    Manage sales of products and services to small and medium sized customers within an assigned geographical territory.Retain and grow business with existing customers and generate sales from new cust...Show more
    Last updated: 30+ days ago • Promoted
    Banquet Bartender Trainee PT

    Banquet Bartender Trainee PT

    Grand Geneva Resort • Lake Geneva, WI, US
    Part-time
    Quick Apply
    If you're eager to showcase your talents in a prestigious, full-service, AAA Four Diamond resort and make a meaningful impact, an extraordinary career opportunity awaits you.We are on the lookout f...Show more
    Last updated: 30+ days ago
    Apprentice / Stylist in Training

    Apprentice / Stylist in Training

    Cost Cutters • BURLINGTON, WI, US
    Full-time
    Would you like to be one of our future stylists? If you’ve.You will learn the ins and outs of how to grow the.You’ll be front and center greeting customers and. It’s not all glamorous work but it’s ...Show more
    Last updated: 30+ days ago
    2025 Management & Sales Training Program (Milwaukee)

    2025 Management & Sales Training Program (Milwaukee)

    Sherwin Williams • Hartford, WI, US
    Full-time
    Sherwin-Williams Management & Sales Training Program.The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management ...Show more
    Last updated: 18 days ago • Promoted
    Manager Trainee

    Manager Trainee

    Menards • Burlington, WI, US
    Full-time
    Exclusive Discounts for gyms, car dealerships, cell phone plans, and more!.Medical Insurance and Dental Plans.Start Building your Career with Menards Today!. Are you looking to start an exciting and...Show more
    Last updated: 29 days ago • Promoted
    Remote Entry Level Sales - Training Provided

    Remote Entry Level Sales - Training Provided

    Reid Agency • Lake Geneva, WI, us
    Remote
    Full-time
    Quick Apply
    Remote Entry Level Sales - Training Provided.Join our dynamic team in the financial services industry as a Remote Entry Level Sales professional. This role is designed for individuals eager to start...Show more
    Last updated: 29 days ago
    Retail Sales Representative - Spectrum

    Retail Sales Representative - Spectrum

    SPECTRUM • Burlington, WI, US
    Full-time
    This role requires the ability to work lawfully in the U.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us.Do you...Show more
    Last updated: 1 day ago • Promoted
    Treasury Management Specialist - Burlington / Lake Geneva

    Treasury Management Specialist - Burlington / Lake Geneva

    The QTI Group • Burlington, WI, United States
    Full-time
    SummaryThe QTI Group is partnering with Bank CMG to hire a Treasury Management Specialist for the Burlington / Lake Geneva market. We are seeking someone who is passionate about delivering exception...Show more
    Last updated: 8 hours ago • Promoted • New!
    Work Comp Claims Trainer

    Work Comp Claims Trainer

    The Silver Lining • West Bend, WI, US
    Full-time
    Training And Development Specialist.Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, wh...Show more
    Last updated: 5 days ago • Promoted
    ASSISTANT MANAGER IN TRAINING

    ASSISTANT MANAGER IN TRAINING

    True North • East Troy, WI, US
    Full-time
    The Assistant Manager guides store staff to provide an exceptional guest experience through merchandising, pricing, and maintaining store cleanliness and organization. The Assistant Manager ensures ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Representative Trainee La

    Financial Representative Trainee La

    Wisconsin Staffing • Waukesha, WI, US
    Full-time
    Accelerator Program : Financial Representative Trainee.Job Requirements : Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passiona...Show more
    Last updated: 4 days ago • Promoted
    Banquet Bartender Trainee PT

    Banquet Bartender Trainee PT

    Grand Geneva Resort & Spa • Lake Geneva, WI, United States
    Part-time
    If you're eager to showcase your talents in a prestigious, full-service, AAA Four Diamond resort and make a meaningful impact, an extraordinary career opportunity awaits you.We are on the lookout f...Show more
    Last updated: 30+ days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    AT&T • Hubertus, WI, United States
    Full-time
    Job Description : Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home. Field Sales Representatives at AT&T are driven to connect – ...Show more
    Last updated: 30+ days ago • Promoted
    Sales Consultant in Training

    Sales Consultant in Training

    Johnson Brothers • Lake Geneva, WI, US
    Full-time
    Looking for a rewarding career? Johnson Brothers is a leading family-owned distributor of wine, spirits, and beer, delivering exceptional service since 1953. We proudly represent the world's top bev...Show more
    Last updated: 30+ days ago • Promoted