Financial Representative Trainee (Sales) - Milwaukee, WI
Company: Mutual of Omaha
Location: Union Grove
Posted on: June 25, 2025
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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 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: Hourly Wage: $16/hour during the
trainee period, which lasts up to 30 days. Upon completion of the
trainee period, promotion to a Financial Representative with a
$36,000 annual base plus unlimited monthly sales incentive. $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 Financial
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Keywords: Mutual of Omaha, Kenosha , Financial Representative Trainee (Sales) - Milwaukee, WI, Sales , Union Grove, Wisconsin
