Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Brookfield, WI
3 days ago
$36k - $36k
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and embark on a dynamic training program that equips you with the skills to succeed in the financial services industry. This role offers a pathway to becoming an independent Financial Advisor with comprehensive support and mentorship.
Key Responsibilities
Participate in a comprehensive training program
Gain direct sales experience in marketing Individual Insurance products
Develop prospecting skills through networking and community events
Understand product offerings and demonstrate expertise
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 successful completion of trainee period401(k) plan with company contribution and matchWork-life balance with vacation, personal time, and paid holidays