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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

LEBANON, WI
4 days ago
$36,000–$75,000

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services with a comprehensive training program. You'll gain valuable skills in selling insurance products while enjoying a supportive environment that values diversity and innovation.

Key Responsibilities

  • Participate in a comprehensive program for holistic financial advice
  • Gain direct sales experience in marketing Individual Insurance products
  • Cultivate prospecting skills through networking and social media
  • Understand product offerings and demonstrate expertise
  • Oversee completion of proposals and paperwork

Required Qualifications

  • Successfully meet all trainee program requirements
  • Obtain required insurance licenses
  • Pass CRD/FINRA background check
  • Highly self-motivated and results-oriented
  • Ability to travel up to 50% of the time
  • Valid U.S. driver's license and reliable transportation

Preferred Qualifications

  • Knowledge of the Insurance/Financial Services industry
  • Bachelor's degree or equivalent

Benefits & Perks

$1,000 bonus after successful completion of trainee period401(k) plan with 2% company contribution and 6% matchWork-life balance with vacation, personal time, and paid holidays