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

Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha • Menomonee Falls, 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 • Menomonee Falls, WI, US

    Related jobs
    Earn Extra Income Driving

    Earn Extra Income Driving

    Uber • Random Lake, WI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Hibu • Kohler, WI, US
    Full-time
    Are you looking for a new sales position with unlimited earning potential and that is in a flourishing industry? Or maybe you have been thinking about switching career paths and moving into sales? ...Show more
    Last updated: 2 days ago • Promoted
    Management Trainee - Milwaukee, WI

    Management Trainee - Milwaukee, WI

    VetJobs • Milwaukee, WI, US
    Full-time
    Management Trainee - Milwaukee, WI.Attention Military Affiliated Job Seekers.Our organization works with partner companies to source qualified talent for their open roles.The following position is ...Show more
    Last updated: 30+ days ago • Promoted
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    Uber • Elkhart Lake, WI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha • Muskego, WI, US
    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: 16 days ago • Promoted
    Financial Representative Trainee - Starting at $16 / hr

    Financial Representative Trainee - Starting at $16 / hr

    Mutual of Omaha • Waukesha, WI, US
    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: 16 days ago • Promoted
    Financial Rep – Upcoming Grad

    Financial Rep – Upcoming Grad

    Mutual of Omaha • Waukesha, WI, US
    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: 16 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Sheboygan, 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 quality of ...Show more
    Last updated: 10 days ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Sheboygan, 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 quality of ...Show more
    Last updated: 10 days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Fond du Lac, 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 quality of ...Show more
    Last updated: 10 days ago • Promoted
    Financial Services Representative - State Farm Agent Team Member

    Financial Services Representative - State Farm Agent Team Member

    Dexter Smith - State Farm Agent • Sheboygan Falls, WI, US
    Full-time
    As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your profi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Rep – Upcoming Grad - Starting at $16 / hr

    Financial Rep – Upcoming Grad - Starting at $16 / hr

    Mutual of Omaha • Waukesha, WI, US
    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: 16 days ago • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Sunbelt Rentals • North Fond du Lac, WI, United States
    Full-time
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...Show more
    Last updated: 14 days ago • Promoted
    Sales Intern

    Sales Intern

    Compeer Financial • Fond du lac, WI, United States
    Full-time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show more
    Last updated: 30+ days ago • Promoted
    Financial Professional Trainee - Benefits + 401K

    Financial Professional Trainee - Benefits + 401K

    Mutual of Omaha • Waukesha, WI, US
    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: 16 days ago • Promoted
    Training Manager

    Training Manager

    Core Ventures • Hingham, WI, US
    Full-time
    Training Manager – Anytime Fitness.Northwoods Fitness Leader Wanted! — Anytime Fitness seeks a passionate Training Manager in Rhinelander & surrounding towns (Minocqua, Three Lakes,...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Representative - State Farm Agent Team Member

    Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle - State Farm Agent • Mequon, WI, US
    Full-time
    As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your profic...Show more
    Last updated: 9 days ago • Promoted
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Sheboygan, 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 quality of ...Show more
    Last updated: 10 days ago • Promoted