Financial Representative Trainee - Milwaukee, WI

Company: Mutual of Omaha Careers
Location: Milwaukee
Posted on: November 17, 2023

Job Description:

Financial Representative Trainee - Milwaukee, WI
Location: Wisconsin

Work Type: Full Time Regular

Job No: 502582

Categories: Sales, Financial Representative Trainee

Application Closes: Open Until Filled





As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.



WHAT WE CAN OFFER YOU:

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• Hourly Wage: Your starting wage will be $16/hour. After completing the Accelerator Training Program and securing the necessary licensing you will become a Financial Representative with a -$36,000 annual base plus monthly sales incentive opportunity (subject to successful completion within 30 days). -
  
• 401(k) plan with a 2% company contribution and 6% company match.
  
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  
• Regular associates receive 9 paid holidays in 2023.
  
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 56 hours of personal time in 2023, prorated based on the start date.
  
  
  
  
  
  WHAT YOU'LL DO:
  
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  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
    
  • You'll demonstrate appropriate skills and pass a sales process competency test.
    
  • You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
    
  • You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. -
    
  • You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
    
  • You'll stay informed of industry and government changes that impact individual insurance and maintain awareness of existing and evolving market trends.
    
    
    
    
    
    WHAT YOU'LL BRING:
    
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    • Ability to successfully achieve criteria of Trainee Program.
      
    • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
      
    • Strong communication, problem-solving, negotiation and organizational skills.
      
    • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
      
    • Access to reliable transportation in order to attend appointments and meetings.
      
    • Ability to travel up to 50% of the work period and maintain a valid driver's license.
      
    • Proficiency in operating a PC and related software databases.
      
    • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
      
      
      
      
      
      VALUABLE EXPERIENCE:
      
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      • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
        
      • Bachelor's degree or equivalent.
        
        
        
        
        
        We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! -
        After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
        
        
        
        
        
        
        Help: careers@mutualofomaha.com
        Apply Now

Keywords: Mutual of Omaha Careers, Milwaukee , Financial Representative Trainee - Milwaukee, WI, Accounting, Auditing , Milwaukee, Wisconsin