Financial Services Trainee

2 days ago

Milwaukee, Wisconsin, United States Mutual of Omaha Full time
Financial Representative Trainee Opportunity

Join Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

As a Financial Representative Trainee, you will participate in a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.

Key Responsibilities:

  • Develop skills required to provide holistic financial advice to clients
  • Demonstrate appropriate skills and pass a sales process competency test
  • Gain direct sales experience in marketing Individual Insurance products to clients
  • Cultivate and sustain strong relationships with internal business partners
  • Oversee completion of content, proposals and paperwork flow throughout the field and Home Office

Requirements:

  • Ability to successfully achieve criteria of Trainee Program
  • Must pass and apply for appropriate insurance licenses within 14 days of entry into the job
  • Must pass the CRD/FINRA background check at hire and ongoing
  • 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

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.

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