Financial Professional Trainee - Benefits + 401K
Mutual of OmahaWaukesha, 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
Financial Professional • Waukesha, 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
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Now Hiring : Production Trainer - Help Make Life-Saving Medical Products!.MGS Manufacturing Group has an exciting new opportunity for a.
This position will perform, coordinate, and track training nee...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_variable_days
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
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United St...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_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_variable_days 
Reporting to the Finance Director, you will perform analyses and reporting for assigned financial area with support.Assist in other financial research projects and analysis of business operations.M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
ABOUT Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America’s Navy.
Information Professionals who oversee the seamless opera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Customer Service Management Trainee.Pay from $25 to $30 per hour with significant growth and earning potential!.Locations : Kenosha, WI, Gurnee, IL, Waukegan, IL, Pleasant Prairie, WI, Racine, WI.Ke...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours 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_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_variable_days 
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Work one-on-one with students in a fun, upbeat and interactive environment.Provide a meaningful, life-changing service.We try to promote from within!.
Join a team of fun, energetic individuals who c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Jackson Therapy Partners is seeking a travel Skilled Nursing Facility (SNF) Physical Therapist for a travel job in West Bend, Wisconsin.
Job Description & Requirements.Looking for a change of sc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Data Analyst Internship.Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Uline Drive, Ple...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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 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
- serp_jobs.job_card.promoted
Financial Professional Trainee - Benefits + 401K
Mutual of OmahaWaukesha, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Expert - Local
IntuitHARTFORD, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Production Trainer
MGS Mfg. Group, IncRichfield, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data AnnotationWaukesha, 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
Tax Expert - 2+ Yrs Paid Tax Experience Required
IntuitHartford, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data AnnotationWest Allis, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data AnnotationWaukesha, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Associate Financial Analyst
CONAGRADarien, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
IT Professional
NavyWalworth County, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service Management Trainee
UlinePleasant Prairie, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data AnnotationMilwaukee, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationBrookfield, Wisconsinserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Tax Expert
IntuitFranksville, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Brain Trainer
LearningRx Milwaukee-BrookfieldBrookfield, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Travel Skilled Nursing Facility (SNF) Physical Therapist - $1,944 per week
Jackson Therapy PartnersWest Bend, WI, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Financial Data Analyst Internship - Summer 2026
UlinePleasant Prairie, Wisconsin, USserp_jobs.job_card.full_time +2
- serp_jobs.job_card.promoted
Financial Rep - Upcoming Grad - Starting at $16 / hr
Mutual of OmahaWaukesha, WI, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Expert - Onsite
IntuitHARTFORD, WI, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of OmahaWilliams Bay, WI, USserp_jobs.job_card.full_time