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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Mukwonago, WI
4 days ago
$36k - $36k

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services with a structured training program that equips you to provide holistic financial advice and build a sustainable practice.

Key Responsibilities

  • Participate in a comprehensive training program
  • Market Individual Insurance products
  • Cultivate prospecting skills
  • 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

401(k) plan with company contribution and matchWork-life balance with vacation and paid holidays$1000 bonus after trainee period