Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Helenville, WI
4 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and embark on a dynamic career in financial services. This role offers comprehensive training, mentorship, and the opportunity to build a successful financial practice.
Key Responsibilities
Participate in a comprehensive program to develop skills in providing holistic financial advice
Gain direct sales experience in marketing Individual Insurance products
Cultivate prospecting skills through personal networks and community events
Acquire an understanding of product offerings and demonstrate expertise
Oversee completion of content, proposals, and paperwork flow
Required Qualifications
Successfully meet all trainee program requirements
Obtain required insurance licenses prior to starting the job
Pass the CRD/FINRA background check
Be highly self-motivated and results-oriented
Able to travel up to 50% of the time
Hold and maintain a valid U.S. driver's license
Preferred Qualifications
Knowledge of the Insurance/Financial Services industry
Bachelor's degree or equivalent preferred
Benefits & Perks
$1000 bonus after successful completion of trainee period401(k) plan with 2% company contribution and 6% company matchWork-life balance with vacation, personal time, and paid holidays