Financial Representative Trainee
24 hours ago
Location: Florida
Work Type: Full Time Regular
Job No: 503422
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
- Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
- Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
- $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
- An education-based Accelerator Program designed to successfully transition you to 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 2025, 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 2025, which is prorated based on the start date.
- 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 gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
- You’ll 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:
- Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
- Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
- Be highly self-motivated and results-oriented, working both independently and as part of a team.
- Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
- 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 workTogether 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 cultureSurround 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 Renewal Executive - Nashville, TNTennessee | 503588
Financial Representative Trainee (Sales) - Sacramento, CACalifornia | 503428
Financial Representative Trainee (Sales) - Denver, COColorado | 503415
-
Financial Representative Trainee Career Launch
3 weeks ago
Brandon, Florida, United States Mutual of Omaha Full timeLaunch Your Financial Services CareerAt Mutual of Omaha, we're seeking self-motivated and results-driven individuals to join our Accelerator Program as Financial Representative Trainees.About the RoleThis comprehensive trainee experience is designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and...
-
Financial Rep – Upcoming Grad
2 days ago
Brandon, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Customer Service Representative
2 weeks ago
Brandon, United States Pinnacle Financial Group Full timeDescription Are you looking for a job with freedom and flexibility with amazing earning potential? We're hiring a dynamic Customer Service Representative to lead our team to success. If you're a natural leader who loves exciting challenges with financial incentives, we want to hear from you! Responsibilities •Meet with clients and build and foster strong...
-
Banking and Financial Solutions Professional
7 days ago
Brandon, Vermont, United States Bar Harbor Bank & Trust Full timeAt Bar Harbor Bank & Trust, we're seeking a skilled Customer Service Representative to join our team in Brandon, Vermont. This role involves providing exceptional customer service, building relationships with customers, and contributing to the growth and prosperity of the community.We offer a competitive salary of $48,000 - $58,000 per year, depending on...
-
Customer Service Ambassador
3 weeks ago
Brandon, Florida, United States Community Choice Financial Family of Brands Full timeJob Summary:">As a Customer Service Representative with the Community Choice Financial Family of Brands, you will have the opportunity to build lasting relationships with customers and provide exceptional service.About Us:">We are a financial services company that has been operating in Florida since 2011. Our mission is to provide quick and simple loan...
-
Brandon, Vermont, United States Bar Harbor Bank & Trust Full timeAt Bar Harbor Bank & Trust, we believe that our employees are our greatest asset. That's why we're offering a competitive salary of $45,000 to $60,000 per year for the Customer Service Representative role in our Brandon, VT branch.About the Job DescriptionThe Customer Service Representative will serve as the primary point of contact for our customers,...
-
Floating Customer Service Representative
5 months ago
Brandon, United States Bar Harbor Bank & Trust Full timeDescription Bar Harbor Bank & Trust is seeking to fill a full time Floating Customer Service Representative role for our Brandon, Vermont branch, while also covering other locations in the area as needed, 40 hours per week. As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trusts success....
-
Brandon, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
-
Financial Advisory Career Training Program
2 days ago
Brandon, United States Disability Solutions Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
-
Sales Representative
4 weeks ago
Brandon, United States Gray Daniels Ford Lincoln Full timeJob DescriptionJob DescriptionGRAY DANIELS FORD LINCOLNNOW HIRING SALES REPRESENTATIVESNo Previous Experience RequiredWe Will Train You the RIGHT WAYGray Daniels Ford Lincoln is offering YOU a CAREER as a Sales Representative with a company that ALWAYS puts honesty and integrity first. The Auto Industry is STRONGER THAN EVER. Sales are up all over the...
-
Assistant Store Manager
4 weeks ago
Brandon, United States Community Choice Financial Family of Brands Full timeJob DescriptionOverview: As an Assistant Store Manager (“ASM”), you will use your customer service and leadership experience to provide a white-glove experience for our customers. Working closely with the Store Manager to develop your leadership skills in real-time, you will help coach our Customer Service Representatives and play a key role in helping...
-
Assistant Store Manager
4 weeks ago
Brandon, United States Community Choice Financial Family of Brands Full timeOverview: As an Assistant Store Manager (“ASM”), you will use your customer service and leadership experience to provide a white-glove experience for our customers. Working closely with the Store Manager to develop your leadership skills in real-time, you will help coach our Customer Service Representatives and play a key role in helping the team produce...
-
Retail Customer Service
5 days ago
Brandon, United States EZCORP Full timeAddress: 209 W. Brandon Blvd. Brandon, Florida 33511 Brand: Value Pawn & Jewelry We want you to join us for a career not a job. At EZCORP we are looking for Team Members to lead the way today and to step into greater roles tomorrow. When you bring us your passion for service excellence, well provide development and career paths to enhance your skills in a...
-
Financial Advisory Career Training Program
2 months ago
Brandon, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
-
Financial Advisory Career Training Program
2 months ago
Brandon, United States Year Up United Careers Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
-
Retail Customer Service
3 months ago
Brandon, United States EZCORP Full timeAddress: 209 W. Brandon Blvd. Brandon, Florida 33511 Brand: Value Pawn & Jewelry Pay range is based on experience from $13.50 per hour to $15.00 per hour. We want you to join us for a career not a job. At EZCORP we are looking for Team Members to lead the way today and to step into greater roles tomorrow. When you bring us your passion for service...
-
Accounting Clerk
1 week ago
Brandon, United States Vaco Full timeCore FunctionsManage vendor relationships and payment processing while ensuring adherence to internal protocolsOversee client billing cycles and maintain healthy cash flow through timely collectionsMaintain precise financial documentation and recordsServe as primary contact for financial inquiries from stakeholdersPartner with finance team members to enhance...
-
Member Representative II
5 months ago
Brandon, United States The Auto Club Group Full timeIt's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Position Description Primary Duties and Responsibilities (details of the basic job functions): Provides a high level of support services to members related to the sales and service function...
-
Financial Advisory Career Training Program
2 days ago
Brandon, FL, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
-
Brandon, FL, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program consists of training in technical and professional...
