Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
HONEY CREEK, WI
4 days ago
$36,000–$75,000
Job Description
Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services. This dynamic program provides the training and mentorship needed to build a successful financial practice.
Key Responsibilities
Participate in a comprehensive program to develop financial advice skills
Gain direct sales experience in marketing Individual Insurance products
Cultivate and sustain prospecting skills
Acquire an in-depth understanding of product offerings
Oversee completion of content, proposals, and paperwork flow
Required Qualifications
Successfully meet all trainee program requirements
Obtain required insurance licenses prior to starting the job
Pass the CRD/FINRA background check at hire
Be highly self-motivated and results-oriented
Be able to travel up to 50% of the time
Hold and maintain a valid U.S. driver's license
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% company matchWork-life balance with vacation, personal time, and paid holidays