Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Brookfield, WI
3 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 for your success. Develop essential skills, gain direct sales experience, and enjoy uncapped earning potential as you transition to an independent Financial Advisor.
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 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
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 preferred
Benefits & Perks
$1000 bonus after successful completion of trainee period401(k) plan with 2% company contribution and 6% matchWork-life balance with vacation, personal time, and paid holidays