Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
West Bend, WI
4 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and launch your career in financial services. This program offers hands-on training and mentorship to help you succeed in building a sustainable financial practice.
Key Responsibilities
Participate in a comprehensive program for holistic financial advice
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
Meet all trainee program requirements
Obtain required insurance licenses
Pass CRD/FINRA background check
Self-motivated and results-oriented
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 trainee period401(k) plan with company contribution and matchWork-life balance with vacation and paid holidays