Financial Representative Trainee

6 days ago

Saint Petersburg, United States Mutual of Omaha Full time
Financial 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 Filled

SHARE

 

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 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 (Sales) - Dallas, TX

Texas | 503423

Financial Representative Trainee (Sales) - Des Moines, IA

Iowa | 503425

Financial Representative Trainee (Sales) -- Chicago. IL

Illinois | 503417

  • Financial Representative Trainee

    3 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Trainee

    2 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Trainee

    3 days ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Trainee

    2 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Trainee

    2 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Trainee

    2 weeks ago

    Saint Charles, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Rep – Upcoming Grad

    2 days ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Rep – Upcoming Grad

    1 month ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Rep – Upcoming Grad

    3 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Rep – Upcoming Grad

    2 weeks ago

    Saint Petersburg, United States Mutual of Omaha Full time

    Financial 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...

  • Financial Representative Career Starter

    3 days ago

    Saint Charles, Iowa, United States Mutual of Omaha Full time

    Comprehensive Financial Trainee ProgramWe're seeking a highly motivated and results-driven individual to join our Financial Representative Trainee program. As a key member of our team, you'll embark on a comprehensive journey to develop the skills and competencies necessary to excel in selling Individual Insurance products.Compensation Package: The estimated...

  • Financial Services Professional

    2 weeks ago

    St. Petersburg, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential in the Financial Services IndustryAbout the Role:This is an exciting opportunity to join Mutual of Omaha as a Financial Representative Trainee. As a trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a...

  • Financial Services Career Starter

    5 days ago

    St. Petersburg, United States Mutual of Omaha Full time

    Accelerate Your Financial Services CareerWe are seeking highly motivated and results-driven individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.About the RoleThe...

  • Customer Service Representative

    2 weeks ago

    Saint Francis, Wisconsin, United States Wintrust Financial Full time

    About WintrustWintrust Financial Corporation is a financial holding company with approximately $62 billion in assets, whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results philosophy, Wintrust offers sophisticated resources of a large bank while providing a community banking experience to each...

  • Financial Services Representative

    3 weeks ago

    Saint Paul, Minnesota, United States SMW Financial Credit Union Full time

    SMW Financial Credit Union is a leading financial institution that values member relationships and strong financial futures. Based in Maplewood, our credit union has been serving the Anoka, Hennepin, Ramsey, and Washington Counties of Minnesota since 1953.About UsWe are committed to building trusted relationships with our members and supporting their...

  • Consumer Loan Specialist

    3 months ago

    Saint Clairsville, OH, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    In the Role  Deliver results related to...

  • Senior Financial Operations Specialist

    3 weeks ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Operations Specialist to join our team at Raymond James Financial Incorporated. This is a unique opportunity to leverage your expertise in financial operations and work with a dynamic team to drive business growth.Job DescriptionThe successful candidate will be responsible for...

  • Financial Services Representative

    3 days ago

    Saint Paul, Minnesota, United States SMW Financial Credit Union Full time

    Job Description\As a Universal Banker/Teller at SMW Financial Credit Union, you will be responsible for providing exceptional customer service to our members. You will work on our teller line, assisting with financial transactions, opening accounts, and supporting the loan department as needed.\This role requires strong interpersonal skills, attention to...