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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Whitewater, WI
4 days ago
$36,000 - $36,000

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills to succeed in the financial services industry. Benefit from mentorship and hands-on experience while building a rewarding career.

Key Responsibilities

  • Participate in a comprehensive program to develop skills for providing financial advice
  • 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

Required Qualifications

  • Obtain required insurance licenses prior to starting the job
  • Pass the CRD/FINRA background check at hire
  • Be highly self-motivated and results-oriented
  • 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

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