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

Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha • Delafield, WI, US
5 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 Us

    Apply 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 • Delafield, WI, US

    Related jobs
    Sales Development Representative

    Sales Development Representative

    Asphalt Contractors Inc • Union Grove, WI, US
    Full-time
    Sales Development Representative (SDR).About Asphalt Contractors, Inc.With our own asphalt plants, aggregate pits, and a full range of paving and maintenance crews, we’re proud to deliver top...Show more
    Last updated: 19 days ago • Promoted
    Colorado Licensed Sales Representative

    Colorado Licensed Sales Representative

    VirtualVocations • Milwaukee, Wisconsin, United States
    Full-time
    A company is looking for a Licensed Sales Representative for property and casualty insurance.Key Responsibilities Quote and sell homeowner's and renter's insurance policies to incoming sales pros...Show more
    Last updated: 1 day ago • Promoted
    B2B Sales Representative

    B2B Sales Representative

    Staples, Inc. • BURLINGTON, WI, US
    Full-time
    Quill is a valuable part of the Staples family of brands.Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, s...Show more
    Last updated: 5 days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Pleasant Prairie, WI, US
    Permanent
    Physical Therapist for a travel job in Pleasant Prairie, Wisconsin.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozen...Show more
    Last updated: 30+ days ago • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data Annotation • Waukesha, 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 more
    Last updated: 30+ 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
    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 more
    Last updated: 5 days ago • Promoted
    Financial Rep – Upcoming Grad

    Financial Rep – Upcoming Grad

    Mutual of Omaha • Waukesha, WI, US
    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 more
    Last updated: 5 days ago • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data Annotation • West Allis, 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 more
    Last updated: 30+ days ago • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data Annotation • Waukesha, 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 more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    AHS Staffing • Pleasant Prairie, WI, US
    Full-time
    AHS Staffing is seeking a travel Physical Therapist for a travel job in Pleasant Prairie, Wisconsin.Job Description & Requirements. AHS Staffing is looking for a SNF Physical Therapist in Pleasa...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
    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 more
    Last updated: 5 days ago • Promoted
    Financial Analyst

    Financial Analyst

    Uline • Pleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Uline has seen decades of growth, creating a steady work environment our employees can depend on. We’re looking for a Financial Analyst to help support our su...Show more
    Last updated: 5 days ago • Promoted
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha • Kansasville, WI, US
    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 more
    Last updated: 5 days ago • Promoted
    Financial Professional Trainee - Benefits + 401K

    Financial Professional Trainee - Benefits + 401K

    Mutual of Omaha • Waukesha, WI, US
    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 more
    Last updated: 5 days ago • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data Annotation • New Berlin, 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 more
    Last updated: 30+ days ago • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Sunbelt Rentals • Franksville, 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: 11 days ago • Promoted
    Outside Sales Representative / Field Sales ( B2B )

    Outside Sales Representative / Field Sales ( B2B )

    System One • East Troy, WI, US
    Full-time +1
    Job Title : Outside Sales Representative / Field Sales ( B2B ) Location : East Troy, Wisconsin Type : Direct Hire For immediate consideration, please connect with me on LinkedIn at https : / / www.Direct ...Show more
    Last updated: 30+ days ago • Promoted
    Outside Sales Representative - HVAC & Commercial

    Outside Sales Representative - HVAC & Commercial

    Sunbelt Rentals • Watertown, 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: 11 days ago • Promoted
    Finance Leadership Trainee

    Finance Leadership Trainee

    Uline • Pleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Unlock your career potential! Join Uline’s three-year training program to gain hands-on experience in our Finance Department. Work alongside experienced profe...Show more
    Last updated: 14 days ago • Promoted
    Account Executive

    Account Executive

    Staffing Support Specialists • Hartford, WI, United States
    Full-time
    Staffing Support Specialists LLC.We are looking for someone who understands our.We aren't just here for a paycheck, we're here to make a difference. If you like to take initiative and accomplish goa...Show more
    Last updated: 30+ days ago • Promoted