Talent.com
Financial Representative Trainee (Sales) - Milwaukee, WI

Financial Representative Trainee (Sales) - Milwaukee, WI

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

Financial Representative Trainee (Sales) - Milwaukee, WI

Location : Wisconsin

Work Type : Full Time Regular

Job No : 503741

Categories : Sales, Early Career Programs, Financial Representative Trainee

Application Closes : Open Until Filled

2025-08-29

SHARE

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

    Need help? Email UsApply Now

    Great place to work

    Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are — built by the strength and integrity of our employees. It's why we're named a "Great Place to Work".

    See All Awards

    An inclusive culture

    Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.

    Discover Our Culture

    Related Job Openings

    Advisor Sales Manager - Houston, TX

    Texas | 503932

    Financial Representative Trainee (Sales) - Denver, CO

    Colorado | 503755

    Summer 2026 Finance & Accounting Development Program Intern - Omaha, NE

    Nebraska | 504147

    Create a job alert for this search

    Sales Representative • Williams Bay, WI, US

    Related jobs
    • Promoted
    Financial Professional Trainee - Benefits + 401K

    Financial Professional Trainee - Benefits + 401K

    Mutual of OmahaWaukesha, WI, United States
    Full-time
    Financial Representative Trainee (Sales) - Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the fin...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Representative Trainee - Starting at $16 / hr

    Financial Representative Trainee - Starting at $16 / hr

    Mutual of OmahaWaukesha, WI, United States
    Full-time
    Financial Representative Trainee (Sales) - Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the fin...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationWaukesha, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Travel Nurse RN - ER / Trauma - $2,148 to $2,285 per week in Fort Atkinson, WI

    Travel Nurse RN - ER / Trauma - $2,148 to $2,285 per week in Fort Atkinson, WI

    TravelNurseSourceFort Atkinson, WI, US
    Full-time
    TravelNurseSource is working with Fusion Medical Staffing to find a qualified ER / Trauma RN in Fort Atkinson, Wisconsin, 53538!. Facility in Fort Atkinson, Wisconsin.Fusion Medical Staffing is seekin...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,948 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $1,948 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Join the Top- Rated Travel Healthcare Team! Skyline Med Staff ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationJanesville, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,180 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $2,180 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Advantis Medical Staffing to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Advantis Medical, the #1 rated travel nurse agency, is ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of OmahaRochester, WI, United States
    Full-time
    Financial Representative Trainee (Sales) - Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the fin...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,366 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $2,366 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Coast Medical Service to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Coast Medical Service is a nationwide travel nursing & ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Salem, IL

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Salem, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Salem, Illinois, 62881!.When it comes to finding the perfect locums assignment, sometimes it is all abo...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,730 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $1,730 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Nationwide Therapy Group to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. NTG is committed to matching you to the right position a...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,629 to $1,963 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $1,629 to $1,963 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Travel Physical Therapist (PT).Facility in West Frankfort...Show moreLast updated: 23 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,170 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $2,170 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Client in IL seeking Physical Therapist.We are looking for a h...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Clinical Psychologist - Marengo, IL

    Licensed Clinical Psychologist - Marengo, IL

    LifeStance HealthMarengo, IL, US
    Full-time
    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 moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) in West Frankfort, IL

    Travel Physical Therapist (PT) in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Travel Rehab : Physical Therapy West Frankfort.Location : ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationBeloit, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationWaukesha, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationBeloit, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationJanesville, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,853 to $2,006 per week in West Frankfort, IL

    Travel Physical Therapist (PT) - $1,853 to $2,006 per week in West Frankfort, IL

    AlliedTravelCareersRockford, Illinois, US
    Full-time
    AlliedTravelCareers is working with Host Healthcare to find a qualified Physical Therapist (PT) in West Frankfort, Illinois, 62896!. Host Healthcare is an award-winning travel healthcare company wit...Show moreLast updated: 30+ days ago