Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Waterford, WI
4 days ago
$36,000 - $36,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and embark on a dynamic program designed to equip you with essential skills for a successful career in financial services. Benefit from mentorship and hands-on experience while building a sustainable financial practice.
Key Responsibilities
Participate in a comprehensive program to develop financial advising skills
Gain direct sales experience in marketing Individual Insurance products
Cultivate prospecting skills through networking and community events
Acquire in-depth understanding of product offerings
Oversee completion of proposals and paperwork flow
Required Qualifications
Successfully meet all trainee program requirements
Obtain required insurance licenses
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
Benefits & Perks
$1000 bonus after successful completion of trainee period401(k) plan with company contribution and matchWork-life balance with vacation, personal time, and paid holidays