Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Caledonia, WI
4 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and embark on a rewarding career in financial services. This comprehensive program equips you with the skills to succeed in selling insurance and building a sustainable financial practice.
Key Responsibilities
Participate in a comprehensive program to develop financial advice skills
Gain direct sales experience in marketing Individual Insurance products
Cultivate prospecting skills through networking and social media
Acquire an in-depth understanding of product offerings
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
Be 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
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