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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Lake Mills, WI
4 days ago
$36,000–$75,000

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services with a comprehensive training program designed to help you succeed in selling Individual Insurance products and building a rewarding financial practice.

Key Responsibilities

  • Participate in a comprehensive program to develop skills for providing financial advice
  • Gain direct sales experience in marketing Individual Insurance products
  • Cultivate prospecting skills through networking and communication
  • 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
  • Self-motivated and results-oriented
  • Ability to travel up to 50% of the time
  • Valid U.S. driver's license and reliable transportation

Preferred Qualifications

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

Benefits & Perks

$1000 bonus after completion of trainee period401(k) plan with company contributionsWork-life balance with vacation and paid holidays