Financial Representative Trainee

TSP Talent; Milwaukee (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

Trainee program in Milwaukee, WI invites you to learn how to sell individual insurance products and build a financial practice. You’ll develop prospecting and client-service skills, gain training and mentorship, and prepare to obtain required licenses while supporting client proposals and paperwork.

The role emphasizes local travel for meetings and program activities, strong communication, and a customer-focused mindset as you progress through structured training.

Qualifications

• Ability to obtain required insurance licenses before starting responsibilities.
• Williness to travel locally for client meetings and program activities.
• Strong communication and customer-focused mindset.

Responsibilities

• Develop prospecting skills to identify and engage potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate and support client proposals, application paperwork, and required documentation.
• Build knowledge through training and mentorship to strengthen sales and client service capabilities.

Skills

Obtain licenses

Travel locally

Communication skills

Job description

Role Summary

Participate in a structured trainee program focused on learning how to sell individual insurance products and build a financial practice.

Key Responsibilities

• Develop prospecting skills to identify and engage potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate and support client proposals, application paperwork, and required documentation.
• Build knowledge through training and mentorship to strengthen sales and client service capabilities.

Qualifications & Requirements

• Ability to obtain required insurance licenses before beginning professional responsibilities.
• Willingness to perform local travel as needed for client meetings and program activities.
• Strong communication skills and a customer-focused mindset.