Current jobs related to Financial Representative Trainee - Lutz - Mutual of Omaha

  • Assistant Management Trainee

    3 weeks ago

    Lutz, United States PPI Inc. Full time

    Job DescriptionJob DescriptionWe have become a premier marketing and sales firm in the New Port Richey area by creating a culture predicated on success and being the best at what we do. With these high expectations comes a need for strong leadership and management, so we’re actively searching for an Assistant Management Trainee to assist our marketing and...

  • Business Development Trainee

    3 weeks ago

    Lutz, Florida, United States PPI Inc. Full time

    Job DescriptionWe are a leading marketing and sales firm in the New Port Richey area, known for our culture of success and excellence. As we continue to grow and expand our company and brand partners, we are seeking a highly motivated and ambitious Assistant Management Trainee to join our team.The primary function of this role is to work closely with our...

  • Operations Manager Trainee

    2 weeks ago

    Lutz, Florida, United States PDS Health Full time

    Operations Manager Trainee Job DescriptionPDS Health is seeking a highly motivated and experienced Operations Manager Trainee to join our team. As an Operations Manager Trainee, you will have the opportunity to learn and develop the skills necessary to independently manage a financially viable PDS supported dental office.Key Responsibilities:Model company...

  • Customer Service Representative

    3 weeks ago

    Lutz, Florida, United States Navy Federal Credit Union Full time

    Job Summary:Navy Federal Credit Union is seeking a dedicated individual to assist members and potential members in accessing a wide variety of financial products and services. This includes depository accounts, lending products, and specialized accounts. As a Member Service Representative in the Retail Banking sector, you will play a crucial role in ensuring...

  • Customer Service Representative

    2 weeks ago

    Lutz, Florida, United States Centennial Bank Full time

    About the RoleAt Centennial Bank, we are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and promoting our bank's products and...

  • Customer Service Representative

    1 week ago

    Lutz, Florida, United States Centennial Bank Full time

    Job SummaryThe Customer Service Representative I is a key role at Centennial Bank, responsible for building and maintaining strong relationships with our customers. This position requires excellent communication and problem-solving skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesOpen new deposit accounts, including...

  • Client Service Representative

    3 weeks ago

    Lutz, Florida, United States VCA Full time

    About VCA Cypress Creek Animal HospitalWe are a 4-doctor full-service veterinary hospital offering primary care, illness care, surgery, and dentistry. Our mission is to provide exceptional service and care to our clients and their pets.Job SummaryWe are seeking a highly professional and personable Client Service Representative to join our team. As the face...

  • Client Service Representative

    2 weeks ago

    Lutz, Florida, United States VCA Full time

    About VCA Cypress Creek Animal HospitalWe are a 4-doctor full-service veterinary hospital offering primary care, illness care, surgery, and dentistry located in Lutz, FL.Our MissionAt VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. With every opportunity, we...

  • Client Service Representative

    4 months ago

    Lutz, United States VCA Full time

    VCA Cypress Creek Animal Hospital is seeking an experienced Client Service Representative to join our team full-time. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s expectations. We’re...

  • Insurance Sales Representative

    1 day ago

    Lutz, Florida, United States The Alliance Full time

    Insurance Agent Job DescriptionWe are seeking a highly motivated and results-driven Insurance Agent to join our team at The Alliance. As an Insurance Agent, you will play a critical role in helping our clients achieve their financial goals by providing them with personalized insurance solutions.Key Responsibilities:Meet with clients to understand their...

  • Client Service Representative

    1 week ago

    Lutz, Florida, United States VCA Full time

    About VCA Cypress Creek Animal HospitalWe are a 4-doctor full-service veterinary hospital offering primary care, illness care, surgery, and dentistry located in Lutz, FL.Our MissionAt VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. With every opportunity, we...

  • Service Technician

    4 months ago

    Lutz, United States Dobbs Equipment Full time

    Job DescriptionJob DescriptionJob Title: Service Technician – (Shop)Reports To: Service ManagerDepartment: Service (50), Non-ExemptLocation: LutzSummary of Primary Functions: Dobbs Equipment is seeking an experienced Service Technician. Technicians are responsible for the repair, diagnosis, overhaul, and reconditioning maintenance of customer and company...

  • Member Service Representative

    22 hours ago

    Lutz, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision....

  • Business Area Controller

    5 days ago

    Lutz, United States Mettler-Toledo International, Inc Full time

    About Mettler ToledoWorking at Mettler Toledo means you are impacting the world in important ways. Our precision measuring devices span the world's laboratories, production facilities, and retail stores. We manufacture, sell, and service instruments that detect, measure, and weigh - from the infinitely small to the largest of vehicles or airplanes. * We...

  • Business Area Controller

    2 months ago

    Lutz, United States METTLER TOLEDO Full time

    Our Opening and Your ResponsibilitiesMettler-Toledo, LLC is a global supplier of precision instruments with sales and service locations in 37 countries. The Mettler-Toledo Product Inspection Group, consisting of CI-Vision, Hi-Speed and Safeline, is the world's leading supplier of in-line checkweighers, metal detectors, machine vision systems and x-ray...

  • Dist Suppt Pharmacist FT

    3 months ago

    Lutz, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we...

  • Chief Nursing Executive

    1 month ago

    Lutz, Florida, United States AdventHealth Full time

    As a mission-driven organization, AdventHealth aims to recruit and retain executive leaders who are not only professionally skilled but also embody our commitment to our mission. It is essential that the selected candidate aligns with the mission of Extending the Healing Ministry of Christ and exhibits expertise in the executive leadership competencies...

  • Compassionate Veterinary Community Liaison

    1 month ago

    Lutz, Florida, United States Lap of Love Full time

    Schedule: 40 hours per weekClassification: Full Time - ExemptLocation: Remote with extensive travelSalary: $62,000 - $67,000Lap of Love is a nationwide practice dedicated to providing in-home end-of-life care for pets. We believe that every pet and their family deserves a compassionate and supportive farewell experience. Our veterinarians assist pets and...

  • Pet Care Outreach Coordinator

    1 month ago

    Lutz, Florida, United States Lap of Love Full time

    Position OverviewSchedule: 40 hours per weekClassification: Full Time - ExemptLocation: Remote with significant travel requirementsSalary: $62,000 - $67,000Lap of Love is a dedicated national practice focused exclusively on providing compassionate in-home end-of-life care for pets. We are committed to ensuring that all pets and their families experience the...

  • Outlet Sales Associate

    4 months ago

    Lutz, United States The Talbots Inc. Full time

    **Outlet Sales Associate** ** **Location:** Lutz, Florida US** Job Number 14015 Lutz, Florida US Part Time Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At...

Financial Representative Trainee

3 months ago

Lutz, United States Mutual of Omaha Full time
Financial Representative Trainee - Tampa, FL

Location: Florida
Work Type: Full Time Regular
Job No: 502877
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

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: Trainee starting wage will be $16/hour for up to 30 days.
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits and Perks, 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 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

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.

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.
  • Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • 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.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

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.

 

Need help? Email Us Apply Now Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

See All Awards

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Discover Our Culture

Related Job Openings Financial Representative Trainee - Des Moines, IA

Iowa | 502869

Sales Trainee (Group Insurance) - Multiple Locations

Various Locations | 503167

Financial Representative Trainee - Guaynabo, Puerto Rico

Puerto Rico | 502875