Financial Advisor Trainee - Launch Your Practice

Mutual of Omaha; Waukesha (WI); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) plan with company contribution

Work-life balance with vacation and personal time

$1000 bonus after successful trainee period

Job summary

A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you will develop the necessary skills to provide holistic financial advice, market individual insurance products, and work towards becoming an independent Financial Advisor. This program offers earnings ranging from $36,000 to $75,000 in the first year, plus bonuses and incentives. You will also benefit from mentorship and training to build a sustainable career in financial services.

Qualifications

• Obtain required insurance licenses prior to starting the job.
• Pass the sales process competency test.
• Be highly self-motivated and results-oriented.

Responsibilities

• Participate in a comprehensive program to develop holistic financial advice skills.
• Gain direct sales experience in marketing Individual Insurance products.
• Cultivate prospecting skills using personal networks and community events.

Skills

Self-motivation

Sales skills

Networking

Communication

Education

Bachelor's degree or equivalent

Job description

A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you will develop the necessary skills to provide holistic financial advice, market individual insurance products, and work towards becoming an independent Financial Advisor. This program offers earnings ranging from $36,000 to $75,000 in the first year, plus bonuses and incentives. You will also benefit from mentorship and training to build a sustainable career in financial services.