Current jobs related to Financial Representative Trainee - Guaynabo US - Mutual of Omaha

  • Financial Representative Trainee

    2 weeks ago

    Phoenix, Arizona, US Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Senior Accounting Specialist

    4 weeks ago

    Guaynabo, Guaynabo, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled Senior Accounting Specialist to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for securing financial operations by monitoring and approving financial entries, audit reports, and leading accounting staff.Key Responsibilities:Oversee daily reconciliation...

  • Accounting Analyst

    2 months ago

    Guaynabo, United States Creative Financial Staffing Full time

    Job Summary: We are currently seeking a Sr. Accounting Specialist for our Guaynabo, PR office. As an Accounting Analyst, you secure financial operations by monitoring and approving financial entries, audit reports related to payment receipts and lead accounting staff. This position also tracks every item in the bank statements and confirms with the...

  • Accounting Leader

    1 month ago

    Guaynabo, United States Creative Financial Staffing Full time

    The Accounting Lead is responsible for managing the accounting functions, including general accounting, accounts payable, accounts receivable, general ledger, reconciling financial statements, budget preparation and analysis, and overseeing month-end and year-end close. This role is responsible for implementing and enhancing department automation to ensure...

  • Financial Services Representative

    4 weeks ago

    US-, Bridgewater, NJ , USA Fidelity Investments Full time

    Job Title: Financial Services RepresentativeAre you looking for a challenging and rewarding career in financial services? Do you have a passion for helping others achieve their financial goals? We are seeking a highly motivated and experienced Financial Services Representative to join our team at Fidelity Investments.About the RoleAs a Financial Services...

  • ACCOUNTING CLERK

    4 weeks ago

    Guaynabo, United States AppleOne Full time

    Job DescriptionJob DescriptionShort Description: An accounting clerk supports the day-to-day financial operations of an organization by performing various tasks such as data entry, reconciling bank statements, and processing invoices. They assist in maintaining accurate financial records, preparing basic financial reports, and handling routine clerical...

  • Accounting Analyst

    3 weeks ago

    Guaynabo, PR, United States Creative Financial Staffing Full time

    Job Summary: We are currently seeking a Sr. Accounting Specialist for our Guaynabo, PR office. As an Accounting Analyst, you secure financial operations by monitoring and approving financial entries, audit reports related to payment receipts and lead accounting staff. This position also tracks every item in the bank statements and confirms with the...

  • Chief Financial Officer

    3 weeks ago

    US-, United States Lourdes University Full time

    Job SummaryLourdes University seeks a seasoned financial leader to serve as Vice President for Finance and Administration/Chief Financial Officer. This key role will oversee the university's financial functions, including finance and treasury, debt financing, general accounting, capital projects, and human resources. The successful candidate will provide...

  • Account Representative

    4 weeks ago

    US-, United States Graybar Full time

    Account Representative Job DescriptionAs an Account Representative at Graybar, you will be the primary point of contact for key accounts. Your role will involve servicing existing accounts and identifying opportunities to drive sales and profitability.Key Responsibilities:Develop and implement strategies to increase sales and profits from key...

  • Training Coordinator

    2 months ago

    Philadelphia/PA/US WuXi AppTec Full time

    Responsible for coordinating the training for those who produce Master and Working Cell Banks and activities within production facilities to support manufacture of Cell & Gene Therapy products, and final product fills according to current Good Manufacturing Practices (cGMPs) Monday to Friday Standard Business100% Onsite at our Philadelphia, PA location •...

  • Training Coordinator

    2 months ago

    Philadelphia/PA/US WuXi AppTec Full time

    Responsible for coordinating the training for those who produce Master and Working Cell Banks and activities within production facilities to support manufacture of Cell & Gene Therapy products, and final product fills according to current Good Manufacturing Practices (cGMPs) Monday to Friday Standard Business100% Onsite at our Philadelphia, PA location •...

  • Senior Financial Analyst

    1 month ago

    Battle Creek/MI/US WK Kellogg Co Full time

    At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...

  • Controller

    2 weeks ago

    Honolulu/Hawaii/US Kaimana Beach Hotel- Hawaii Full time

    Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Patient Experience Representative

    1 month ago

    Waltham, MA, US Boston Children's Hospital Full time

    *PER Positions are currently eligible for a Sign-on Bonus of $2,000 for full time positions (Not eligible for internal) This Patient Experience Representative is 100% in Waltham office and will be responsible for:Patient Encounter Management:Providing positive and effective customer service that supports unit operationsCollaborating with referring providers...

  • Patient Experience Representative, Inpatient

    2 months ago

    Waltham, MA, US Boston Children's Hospital Full time

    *PER Positions are currently eligible for a Sign-on Bonus of $2,000 for full time positions (Not eligible for internal folks)This is a part time position, 8 hours per week, working every other weekend 8:30am - 5pm This Patient Experience Representative is 100% in office and will be responsible for:Patient Encounter Management:Providing positive and...

  • Sr. Patient Experience Representative

    2 months ago

    Waltham, MA, US Boston Children's Hospital Full time

    The Senior Patient Experience Representative will be responsible for monitoring clinic activity to ensure the best possible patient experience. Assists with resolving customer service and scheduling issues, and checking patients in for appointments. Provides positive and effective customer service that supports departmental and hospital operations.(PER...

  • Sr. Patient Experience Representative

    5 days ago

    Waltham, MA, US Boston Children's Hospital Full time

    Sr. PER Positions are currently eligible for a Sign-on Bonus of $2,000 for full time positions(internal applicant not eligible)This position is 100% onsite @ Waltham locationRequired schedule: 8:30am - 5pm, M-FSenior Patient Experience Representative position to provide administrative support for the Department of Otolaryngology and the Center for...

  • Sr. Patient Experience Representative

    5 days ago

    Waltham, MA, US Boston Children's Hospital Full time

    The Senior Patient Experience Representative will be responsible for monitoring clinic activity to ensure the best possible patient experience. Assists with resolving customer service and scheduling issues, and checking patients in for appointments. Provides positive and effective customer service that supports departmental and hospital operations.(PER...

  • Senior Patient Experience Representative

    2 months ago

    Boston, MA, US Boston Children's Hospital Full time

    We currently have an open position in our Boston office for a Senior Patient Experience Representative role. This role will support multiple sub-specialties within Ophthalmology. The shifts can vary, and some hours can start as early as 7:15-3:15 pm, 8-4:30 pm, 8:30-5 pm, 9-5:30 or 11 am-7:30 pm (rare) and requires Saturday clinic coverage as well (once...

  • Patient Experience Representative I

    3 weeks ago

    Waltham, MA, US Boston Children's Hospital Full time

    *PER Positions are currently eligible for a Sign-on Bonus of $2,000 for full time positions (Not eligible for internal folks)Schedule: 8:30-5pm M-F This Patient Experience Representative is 100% in office and will be responsible for:Patient Encounter Management:Providing positive and effective customer service that supports unit operationsCollaborating with...

Financial Representative Trainee

3 months ago

Guaynabo US Mutual of Omaha Full time
Financial Representative Trainee - Guaynabo, Puerto Rico

Location: Puerto Rico
Work Type: Full Time Regular
Job No: 502875
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 Summer 2025 Graduate Data Science Intern - Remote

Remote, Nebraska | 503346

Financial Representative Trainee - Braintree, MA

Massachusetts | 502878

Summer 2025 Underwriting Intern - Remote

Remote, Nebraska | 503345