Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Beaver Dam, WI
4 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and embark on a dynamic program designed to equip you with essential skills for a successful career in financial services. Enjoy competitive earnings and comprehensive training as you build a rewarding financial practice.
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 social media
Demonstrate expertise in 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
$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