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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Richfield, WI
16 hours ago
$36k - $36k

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services. This comprehensive program equips you with the skills to provide holistic financial advice while offering mentorship and support to help you succeed.

Key Responsibilities

  • Participate in a comprehensive training program
  • 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 company contribution and matchWork-life balance with vacation, personal time, and paid holidays