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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Lake Mills, WI
3 days ago
$36k - $36k

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services. This dynamic program offers comprehensive training, mentorship, and the opportunity 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 prospecting skills through networking and community events
  • Acquire 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
  • Pass CRD/FINRA background check
  • Be highly self-motivated and results-oriented
  • Able to travel up to 50% of the time
  • Hold a valid U.S. driver's license

Preferred Qualifications

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

Benefits & Perks

$16/hour during trainee period$1000 bonus after successful completion of trainee period401(k) plan with company contributionsWork-life balance with vacation, personal time, and paid holidays