Financial Representative Trainee (Sales) - Milwaukee, WIMutual of Omaha • Colgate, WI, US
Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha • Colgate, WI, US
job_description.job_card.variable_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 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
serp_jobs.job_alerts.create_a_job
Sales Representative • Colgate, WI, US
Job_description.internal_linking.related_jobs
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_more
UW Credit Union is growing and hiring a group of Financial Specialists in the Milwaukee area to provide remarkable service and support our members as our team expands and develops! Join our team as...serp_jobs.internal_linking.show_more
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_more
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services.
Personal Bankers use their product knowledge and every interaction to ident...serp_jobs.internal_linking.show_more
Job Description : Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home.
Field Sales Representatives at AT&T are driven to connect – ...serp_jobs.internal_linking.show_more 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_more 
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida.As the largest privately held bank in Illinois, we now have over 60 locations and assets...serp_jobs.internal_linking.show_more
Eric von Schledorn Automotive Group is one of the most successful Automotive groups in Wisconsin.Our family owned and operated Dealership provides comprehensive services including the sales of both...serp_jobs.internal_linking.show_more
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more 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_more 
Jackson Therapy Partners is seeking a travel Physical Therapy Assistant for a travel job in Watertown, Wisconsin.Job Description & Requirements.
Make a real difference as a travel PTA with Jacks...serp_jobs.internal_linking.show_more
TVG-Medulla, LLC is a multi-site healthcare management organization, with an emphasis on providing managed services to chiropractic providers.
Medulla provides managed services such as Sales & M...serp_jobs.internal_linking.show_more
Build your best future with the Johnson Controls Team.As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, place...serp_jobs.internal_linking.show_more 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_more 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_more 
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_more
Skyline Med Staff Allied is seeking a travel Physical Therapist for a travel job in Fond Du Lac, Wisconsin.Job Description & Requirements.
Join the Top- Rated Travel Healthcare Team!.Skyline Med...serp_jobs.internal_linking.show_more
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
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...serp_jobs.internal_linking.show_more
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups.
We are the one company that...serp_jobs.internal_linking.show_more
Travel Home Health Physical Therapist - $2,152 per week
Jackson Therapy Partners • Watertown, WI, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Specialist : Milwaukee Area Branches
UW Credit Union • Milwaukee, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Territory Sales Representative
JellTech Consulting • Menomonee Falls, WI, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Personal Banker II
UMB • Plymouth, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Field Sales Representative
AT&T • Menomonee Falls, WI, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha • Richfield, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Commercial Analyst Trainee - Milwaukee Based Starts in July 2026
First American Bank • Milwaukee, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Consultant
Eric Von Schledorn Ford • Random Lake, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 3 (Banker) - Menomonee Falls, WI
U.S. Bancorp • Menomonee Falls, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Representative Trainee - Starting at $16 / hr
Mutual of Omaha • Waukesha, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Physical Therapy Assistant - $1,484 per week
Jackson Therapy Partners • Watertown, WI, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wellness Sales Representative (Greater Milwaukee)
TVG-Medulla, LLC • Oak Creek, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
BEST - Technical Sales - Fire Systems - Milwaukee, WI
Johnson Controls • Menomonee Falls, WI, US
serp_jobs.job_card.full_time +2
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Rep – Upcoming Grad - Starting at $16 / hr
Mutual of Omaha • Waukesha, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Professional Trainee - Benefits + 401K
Mutual of Omaha • Waukesha, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sales Representative
BVM • Waukesha, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Physical Therapist
Skyline Med Staff Allied • Fond du Lac, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)
LifeStance Health • Plymouth, WI, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Intern
Compeer Financial • Fond du lac, WI, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Counseling Representative I
R1 RCM • Mequon, WI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted