Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha
Jefferson, 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. Benefit from a structured training program while earning competitive compensation and bonuses.
Key Responsibilities
Participate in a comprehensive program for holistic financial advice
Gain direct sales experience in marketing Individual Insurance products
Cultivate prospecting skills through networking and social media
Understand product offerings and demonstrate expertise
Oversee completion of proposals and paperwork
Required Qualifications
Meet trainee program requirements
Obtain required insurance licenses
Pass CRD/FINRA background check
Self-motivated and results-oriented
Travel up to 50% of the time
Valid U.S. driver's license and reliable transportation
Preferred Qualifications
Knowledge of 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