Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Jefferson, WI
3 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services. This dynamic program provides the training and mentorship needed to succeed in selling insurance products and building a sustainable financial practice.
Key Responsibilities
Participate in a comprehensive program for financial advice skills
Gain direct sales experience in marketing Individual Insurance products
Cultivate prospecting skills through networking and community events
Understand product offerings and demonstrate expertise
Oversee completion of proposals and paperwork
Required Qualifications
Obtain required insurance licenses
Pass CRD/FINRA background check
Self-motivated and results-oriented
Ability to travel up to 50%
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% matchVacation, personal time, and paid holidays