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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Menomonee Falls, WI
5 days ago
$16/hour during trainee period, $36,000/year after

Job Description

Join Mutual of Omaha as a Financial Representative Trainee in Milwaukee, WI, and kickstart your career in financial services. This role offers comprehensive training and mentorship to help you excel in selling Individual Insurance products and building a sustainable financial practice.

Key Responsibilities

  • Develop skills to provide holistic financial advice
  • Gain direct sales experience in marketing Individual Insurance products
  • Cultivate prospecting skills through networking and social media
  • Acquire 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%

Preferred Qualifications

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

Benefits & Perks

$1,000 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