Financial Representative Trainee

3 weeks ago

Clearwater, 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) - Springfield, MO

Missouri | 503427

Financial Representative Trainee (Sales)--Columbia, SC

South Carolina | 503418

Sales Trainee (Group Insurance) - Multiple Locations

Various Locations | 503167

  • Financial Representative Trainee

    2 weeks ago

    Clearwater, 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 weeks ago

    Clearwater, 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 weeks ago

    Clearwater, 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

    4 weeks ago

    Clearwater, 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

    Clearwater, 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

    Clearwater, 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

    Clearwater, 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...

  • Corporate Wine Consultant Trainee

    4 days ago

    Clearwater, FL, United States PRP Wine International, Inc. Full time

    Role SummaryWe are seeking a highly motivated individual to join our team as a Branch Manager Trainee. This role offers a unique opportunity to develop sales skills, knowledge of the wine industry, and leadership abilities while representing high-quality, unique wines. As a Branch Manager Trainee, you will work closely with our experienced team members,...

  • Financial Services Representative

    3 weeks ago

    Clearwater, United States City County Employees Credit Union Full time

    Job OverviewCredit unions like ours are community-focused financial cooperatives that provide personalized banking services to their members. We are looking for a Financial Services Representative to join our team in Clearwater, where you will play a vital role in helping our members achieve their financial goals.ResponsibilitiesProcess loan applications,...

  • Customer Service Representative

    2 weeks ago

    Clearwater, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking a Customer Service Representative to join our team. As a Teller, you will be responsible for delivering exceptional customer service and ensuring that all customers receive the highest level of service in a timely and efficient manner.Key Responsibilities:Respond to customer inquiries promptly and professionally.Solve...

  • Nonstandard Auto Insurance Sales Representative

    3 days ago

    Clearwater, United States Freeway Insurance Services America LLC Full time

    Freeway Insurance Services America LLC is seeking a highly motivated and ambitious Trainee Insurance Sales Agent to join our team. As a sales representative, you will be responsible for selling nonstandard auto insurance to new and existing customers, achieving or exceeding sales production goals, and expanding business through proactive...

  • Financial Services Representative State Farm Agent Team Member

    2 weeks ago

    Clearwater, Florida, United States Mark Forgas - State Farm Agent Full time

    Job OverviewWe are seeking a motivated and customer-focused professional to join our team as a Financial Services Representative State Farm Agent Team Member. As an integral part of our agency, you will be responsible for establishing strong relationships with customers, identifying their insurance needs, and providing exceptional service.

  • Patient Financial Services Representative

    2 days ago

    Clearwater, United States Advanced Urology Institute Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Customer Service Specialist to join our team at Advanced Urology Institute. As a key member of our Business Office department, you will play a vital role in ensuring the accuracy and efficiency of patient financial operations.The ideal candidate will possess excellent communication and...

  • Branch Manager Trainee

    7 days ago

    Clearwater, United States PRP Wine International Full time

    Company Overview:PRP Wine International has been sharing fine wines exclusively to our clients through educational and fun wine tastings held in their homes and offices since 1972 in the USA. PRP’s approach to wine enjoyment at home is based on “enjoyment without risk." Whether a client wants to enjoy trying one of our premium wines from regions like...

  • Urology Practice Financial Coordinator

    2 days ago

    Clearwater, United States Advanced Urology Institute Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Financial Services Representative to join our team at Advanced Urology Institute. As a key member of our Business Office department, you will play a vital role in ensuring the accuracy and efficiency of patient financial operations.The ideal candidate will possess excellent communication...

  • Insurance Sales Representative

    2 weeks ago

    Clearwater, Florida, United States Metzen Agency Full time

    About the Role:The Metzen Agency, part of Symmetry Financial Group, is seeking a skilled life insurance sales representative to join their team as a fully remote professional. As a fully remote sales representative, you will actively seek out and engage prospective customers, providing them with protection in times of need.This role requires a driven,...

  • Sales Representative

    3 days ago

    Clearwater, United States Pernini Legal, LLC Full time

    Sales Representative Location: Clearwater, Florida Our client, a financial services company that has been ranked a Fortune 100 "Best Company to Work For" for the past 9 years, is searching for a Sales Representative to join their Florida sales team in Clearwater. Candidate Profile:Education Requirements: High school diploma or equivalent required.Experience:...

  • Customer Service Representative

    3 weeks ago

    Clearwater, United States City County Employees Credit Union Full time

    Job OverviewWe are a small but growing credit union in Clearwater catering to people who live, work, or worship in Pinellas County.As a Customer Service Representative, you will be responsible for interacting with members personally and by phone, handling their financial transactions efficiently, courteously, and confidentially.The ideal candidate is a...

  • Customer Service Representative

    2 weeks ago

    Clearwater, Florida, United States Mark Forgas - State Farm Agent Full time

    Company OverviewWe are a dynamic team of professionals seeking a motivated individual to join our winning team as an Account Representative. As a key member, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.SalaryThe estimated salary for this position is $40,000 - $60,000 per year,...

  • Radiology Call Center Representative

    3 months ago

    Clearwater, United States BayCare Health System Full time

    **Join the team that is revolutionizing health care BayCare Health System** Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy thats built on a foundation of...