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:
- 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:
- 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:
- 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:
- 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
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