Talent.com
Financial Representative Trainee - Sales
Financial Representative Trainee - SalesMutual of Omaha • Whitewater, WI, United States
Financial Representative Trainee - Sales

Financial Representative Trainee - Sales

Mutual of Omaha • Whitewater, WI, United States
7 hours ago
Job type
  • Full-time
Job description

Are you an ambitious, self-driven individual looking to launch your career in the financial services sector? Join our Accelerator Program—a comprehensive trainee experience tailored for your long-term success. As a Financial Representative Trainee, you'll engage in a dynamic program that equips you with essential skills to excel in selling Individual Insurance products while establishing a sustainable financial practice. With a blend of self-study, practical projects, and mentorship, you'll receive the guidance needed to manage your own business and thrive in your career.

WHAT WE OFFER :

  • Kickstart your career with earnings ranging from $36,000 to $75,000 in your first year, plus uncapped incentives upon completing training—your efforts drive your earnings!
  • Receive a $1000 bonus after successfully completing the trainee period and being promoted to Financial Representative.
  • Participate in our education-based Accelerator Program designed to seamlessly transition you into an independent Financial Advisor role.
  • Benefit from a 401(k) plan featuring a 2% company contribution and a 6% company match.
  • Enjoy work-life balance with vacation time, personal days, and paid holidays.
  • Applicants must not require employment sponsorship now or in the future.

YOUR RESPONSIBILITIES :

  • Engage in a detailed training program to hone your skills in providing holistic financial advice to clients, actively participating in discussions and goal-setting sessions.
  • Gain firsthand sales experience by marketing Individual Insurance products and passing a sales competency test.
  • Develop your prospecting abilities in research, networking, and communication through personal networks and community engagements.
  • Build a comprehensive understanding of our product offerings, showcasing expertise in their features and advantages.
  • Manage the completion of proposals, documents, and application processes, ensuring a seamless interaction between field and Home Office.
  • YOUR QUALIFICATIONS :

  • Successfully meet all trainee program requirements to gain essential skills and knowledge.
  • Acquire necessary insurance licenses before starting the position, with up to two attempts allowed for the Life and Health exam.
  • Pass the CRD / FINRA background check at hire, with ongoing checks, and secure securities licensing within 24 months of the program's start.
  • Be highly self-motivated and results-oriented, demonstrating the ability to work both independently and collaboratively.
  • Be willing to travel up to 50% of the time and possess a valid U.S. driver's license and reliable transportation for meetings.
  • Champion a culture of diversity and inclusion, valuing diverse perspectives and fostering a curious mindset.
  • PREFERRED QUALIFICATIONS :

  • Familiarity with the Insurance / Financial Services industry, products, and marketing practices.
  • A Bachelor’s degree is preferred but not mandatory.
  • If your experience resonates with the qualifications outlined, we encourage you to apply!

    For inquiries about your application or the hiring process, please reach out to our Talent Acquisition team at careers@mutualofomaha.com.

    Fair Chance Notices

    Create a job alert for this search

    Financial Representative • Whitewater, WI, United States

    Related jobs
    Travel Physical Therapist (PT) in Walworth, WI

    Travel Physical Therapist (PT) in Walworth, WI

    AlliedTravelCareers • Walworth, WI, US
    Full-time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Physical Therapist (PT) in Walworth, Wisconsin, 53184!. Physical Therapist (PT),06 : 00 : 00-14 : 00 : 00.Self Assessment (Skills...Show more
    Last updated: 30+ days ago • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Platinum Supplemental Insurance • Sharon, WI, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 16 days ago • Promoted
    Personal Trainer

    Personal Trainer

    Svetness Personal Training • Lowell, WI, US
    Full-time
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...Show more
    Last updated: 30+ days ago • Promoted
    Trimmer Trainee 2nd-Union

    Trimmer Trainee 2nd-Union

    Asplundh Tree Expert • Mayville, WI, US
    Full-time
    Company-sponsored Retirement Plan.Health Insurance (Medical / Dental / Vision).Life, long-term / short-term disability insurance. Essential Functions & Responsibilities : .Trims and / or removes trees, branch...Show more
    Last updated: 30+ days ago
    Bilingual Member Finance Representative

    Bilingual Member Finance Representative

    Educators Credit Union • Elkhorn, WI, United States
    Full-time
    Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR).MFRs use their kno...Show more
    Last updated: 5 days ago • Promoted
    Emergency Roadside Service Field Representative (Milwaukee, WI)

    Emergency Roadside Service Field Representative (Milwaukee, WI)

    ACS Auto Club Services, Inc. • Wisconsin, WI, United States
    Full-time
    It’s a great time to join AAA The Auto Club Group! .JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Why Choose a Career with the AAA The Auto Club Group (ACG). You are great at providing exc...Show more
    Last updated: 5 hours ago • Promoted • New!
    Travel Home Health Physical Therapist

    Travel Home Health Physical Therapist

    Jackson Therapy Partners • Watertown, WI, US
    Full-time +1
    Jackson Therapy Partners is seeking a travel Home Health Physical Therapist for a travel job in Watertown, Wisconsin.Job Description & Requirements. Looking for a change of scenery and a chance ...Show more
    Last updated: 30+ days ago • Promoted
    Manager Trainee

    Manager Trainee

    Menards • Johnson Creek, 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: 30+ days ago • Promoted
    Financial Specialist

    Financial Specialist

    Dodge County • Juneau, WI, United States
    Full-time
    Position Open Until Filled - Application Review Date : .Please submit Resume and Cover Letter with application.Monday - Friday : 8 : 00am - 4 : 30pm with alternative work arrangements may be available aft...Show more
    Last updated: 26 days ago • Promoted
    Sales Engineers and Sales Managers

    Sales Engineers and Sales Managers

    GEA • Whitewater, WI, US
    Full-time
    Join our team to drive sales and support our customers within our target industries.Our equipment is used across food, dairy, beverage, pharmaceutical, chemical, waste water, ethanol and petroleum ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Delavan and Surrounding Areas

    Financial Advisor - Delavan and Surrounding Areas

    Thrivent Financial • Delavan, WI, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show more
    Last updated: 20 days ago • Promoted
    Treasury Management Intern

    Treasury Management Intern

    Ixonia Bank • Ixonia, WI, United States
    Full-time
    At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our hig...Show more
    Last updated: 20 days ago • Promoted
    Travel Physical Therapist in King, WI - $10647 / month

    Travel Physical Therapist in King, WI - $10647 / month

    VETTED • Farmington, WI, United States
    Temporary
    Job Opportunity : Physical Therapist.Location : Wild Rose, Wisconsin.Provides specialized healthcare services in a clinical setting. Works collaboratively with healthcare team members.Maintains profes...Show more
    Last updated: 8 hours ago • Promoted • New!
    Field Sales Representative

    Field Sales Representative

    AT&T • Helenville, 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
    Manager Trainee

    Manager Trainee

    Wisconsin Staffing • Johnson Creek, WI, US
    Full-time
    Make BIG Money at Menards! + Extra $3 per hour on Sat / Sun + Store Discount + Profit Sharing + Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! + Flexible Scheduling + Medi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    BMO Financial Group • Watertown, WI, United States
    Part-time
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show more
    Last updated: 20 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Bank of Montreal • Watertown, WI, United States
    Part-time
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show more
    Last updated: 20 days ago • Promoted
    Truck Driver Trainee / Student / Refresher

    Truck Driver Trainee / Student / Refresher

    Covenant Transport • Elkhorn, WI, US
    Full-time
    We offer one of the best trainee programs in the country.All you need is a Class A License (No experience needed).We will pay you $600 a week while you go out with a trainer and learn from the best...Show more
    Last updated: less than 1 hour ago • Promoted • New!