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Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Pewaukee, WI
4 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 hands-on training and mentorship. This role offers a pathway to becoming an independent Financial Advisor while earning a competitive salary.

Key Responsibilities

  • Participate in a comprehensive training program
  • Market Individual Insurance products
  • Cultivate prospecting skills
  • 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%
  • Valid U.S. driver's license

Preferred Qualifications

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

Benefits & Perks

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