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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Franksville, WI
6 days ago
$36,000 - $36,000

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services. This full-time role offers a comprehensive training program, competitive salary, and opportunities for growth as you learn to provide holistic financial advice and sell insurance products.

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 various methods
  • Understand product offerings and their features
  • Oversee completion of proposals and paperwork flow

Required Qualifications

  • Successfully meet all trainee program requirements
  • Obtain required insurance licenses prior to starting
  • Pass CRD/FINRA background check
  • Be self-motivated and results-oriented
  • Travel up to 50% of the time
  • Hold a valid U.S. driver's license

Preferred Qualifications

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

Benefits & Perks

Hourly wage of $16/hour during trainee periodPromotion to Financial Representative with a $36,000 annual base plus incentives$1000 bonus post-trainee period401(k) plan with company contributionsWork-life balance with vacation and paid holidays