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Financial Rep - Upcoming Grad

Mutual of Omaha

Waukesha, WI
3 days ago
$36,000 - $36,000

Job Description

Join Mutual of Omaha as a Financial Representative Trainee and kickstart your career in financial services with a comprehensive training program. Gain essential skills to provide holistic financial advice while working towards becoming an independent Financial Advisor.

Key Responsibilities

  • Participate in a comprehensive training program
  • Market Individual Insurance products to clients
  • Cultivate prospecting skills through networking
  • Oversee completion of proposals and paperwork

Required Qualifications

  • Obtain required insurance licenses
  • Pass CRD/FINRA background check
  • Self-motivated and results-oriented
  • Ability to travel up to 50%

Preferred Qualifications

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

Benefits & Perks

Hourly wage during trainee period$1,000 bonus after trainee period401(k) plan with company contribution and matchWork-life balance with vacation and paid holidays