Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of OmahaDelafield, WI, USjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionYou'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. 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. Knowledge of the Insurance / Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required.
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 :
WHAT YOU'LL BRING :
PREFERRED :
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
serp_jobs.job_alerts.create_a_job
Sales Representative • Delafield, WI, US
Job_description.internal_linking.related_jobs
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
AHS Staffing is seeking a travel CT Technologist for a travel job in Elkhorn, Wisconsin.Job Description & Requirements.Pay package is based on 12 hour shifts and 36 hours per week (subject to c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
SkyBridge Healthcare Therapy is seeking a travel Physical Therapy Assistant for a travel job in Slinger, Wisconsin.Job Description & Requirements.
SkyBridge Healthcare is actively seeking a dedicate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Staples is business to business.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 de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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 to h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Advantage Medical is seeking an Orthopedic Associate Sales Rep to assist with selling the CONMED Ortho / Sports Medicine product line.
In this role, you will be given the opportunity to assist sales p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Get access to real Grant, Debt Relief and Loan programs that are designed to put cash in your bank account.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Sales and Serv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Yamato is a global leader in advanced weighing, filling, and inspection solutions, with a legacy dating back to 1920.The company manufactures weighing technology used in heavy industrial and food a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Welcome to your next career! Join us to experience a Top Workplaces Culture Excellence Awards 3 years in a row!!.Grow! Thrive! Succeed! Expected earnings your first year between $70,000 and $95,000...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified CT Tech in Elkhorn, Wisconsin, 53121!.Facility in Elkhorn, Wisconsin.
Fusion Medical Staffing is seeking a skilled CT ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!.
Sell print and digital ad products & solu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are seeking a Territory Sales Rep to join a local glass manufacturing company in Milwaukee for a direct hire.Pay : 70,000 - 80,000 plus commissions.
Sales Growth and Account Management : .Develop an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
- serp_jobs.job_card.promoted
Financial Representative Trainee - Starting at $16 / hr
Mutual of OmahaWaukesha, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Travel CT Technologist
AHS StaffingElkhorn, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Travel Physical Therapy Assistant - $1,450 per week
SkyBridge Healthcare TherapySlinger, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Sales Business Development Representative
Staples, Inc.PLEASANT PRAIRIE, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of OmahaMilwaukee, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Financial Professional Trainee - Benefits + 401K
Mutual of OmahaWaukesha, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data AnnotationWauwatosa, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Travel Home Health Physical Therapist - $2,152 per week
Jackson Therapy PartnersWatertown, WI, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Associate Sales Representative (Milwaukee)
CONMED CorporationMilwaukee, WI, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data AnnotationWaukesha, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationGreenfield, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Finance Leadership Trainee
Uline, Inc.New Munster, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Need Financial Assistance?
Benefits AuthorityWatertown, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Bank Sales & Service Representative (Universal Banker)
First Citizens BankMenomonee Falls, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data AnnotationWest Allis, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Financial Clerk
Yamato CorporationGrafton, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Sales Representative - Milwaukee - Top Workplaces Culture Award Winner!
Advocate ConstructionMilwaukee, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Travel CT Tech - $2,437 to $2,801 per week in Elkhorn, WI
AlliedTravelCareersElkhorn, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Sales Representative
BVMWaukesha, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Territory Sales Representative
JellTech ConsultingMilwaukee, WI, USserp_jobs.job_card.permanent