Financial Representative Trainee

2 days ago

Palm Harbor, 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) - Omaha, NE

Nebraska | 503247

Financial Representative Trainee (Sales) -- Richmond, VA

Virginia | 503368

Financial Representative Trainee (Sales)--Miami, FL

Florida | 503421

  • Financial Representative Trainee

    3 weeks ago

    Green Harbor, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Rep – Upcoming Grad

    6 days ago

    Palm Harbor, 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 Service Representative

    2 weeks ago

    West Palm Beach, Florida, United States Ithink Financial Full time

    Job Description: We are seeking a highly skilled and customer-focused Financial Service Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately and efficiently. This role requires strong problem-solving skills, attention to...

  • Service Department Trainee

    2 days ago

    West Palm Beach, Florida, United States UniFirst Full time

    **Career Opportunity:**We are seeking a Service Department Trainee to join our UniFirst team. As a key member of our Service Department, you will have the opportunity to learn and grow with our company, developing valuable skills and expertise in customer service and route management.**Responsibilities:**Support Route Service Representatives with daily tasks...

  • Client Service Representative

    2 weeks ago

    Gig Harbor, Washington, United States Thrivent Financial for Lutherans Full time

    Overview:Thrivent Financial for Lutherans is a not-for-profit organization dedicated to helping our members achieve their financial goals. We are committed to providing exceptional service to our clients and are seeking a highly skilled Client Service Representative to join our team.Responsibilities:* Welcome clients in a warm and professional manner* Answer...

  • Consumer Loan Sales Specialist

    4 months ago

    West Palm Beach, 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.    I n the Role ...

  • Financial Services Representative

    3 weeks ago

    Palm Beach Gardens, Florida, United States Lisa Swinson - State Farm Agent Full time

    Company OverviewLisa Swinson - State Farm Agent is a dynamic organization seeking a qualified professional to join their team as a Financial Services Representative.

  • Membership Support Specialist

    2 weeks ago

    Palm Harbor, Florida, United States YMCA of the Suncoast Full time

    The YMCA of the Suncoast is seeking a highly skilled and motivated Membership Trainee to join our team. This is an excellent opportunity for individuals who are passionate about providing exceptional customer service and working in a dynamic environment.About the Role:As a Membership Trainee, you will be responsible for delivering exceptional customer...

  • Part Time Financial Support Representative

    2 days ago

    Winter Harbor, Maine, United States Bar Harbor Bank & Trust Full time

    About the Role: We are looking for a highly motivated and customer-focused individual to join our team as a Part Time Customer Service Representative in our Winter Harbor, ME branch. The successful candidate will be responsible for providing exceptional customer service, processing transactions for customers in a prompt, efficient, courteous, and...

  • Entry Level Financial Representative

    2 weeks ago

    Egg Harbor Twp, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Egg Harbor Township, NJ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Entry Level Financial Representative

    2 weeks ago

    Egg Harbor Twp, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Egg Harbor Township, NJ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Administrative Coordinator

    3 weeks ago

    Gig Harbor, Washington, United States Thrivent Financial Full time

    Position Summary:The Administrative Assistant position plays a critical role in providing support to the advisor's time, ensuring the daily operations of the practice run smoothly. This role utilizes Thrivent computer systems and programs to coordinate client scheduling, service requests, and data entry.Key Responsibilities:Welcoming clients in a warm manner...

  • Front Desk Representative

    5 months ago

    Palm Harbor, United States Evara Health Full time

    Do you want to make a difference in the community? Are you looking to further your career in healthcare? Do you want to be part of a growing organization? Evara Health has been serving the community for 40 years. We are a not-for-profit health care organization with 14 locations throughout Pinellas County, FL General Description This position, also known as...

  • Financial Services Representative

    2 weeks ago

    Palm Beach Gardens, Florida, United States Sarah Mclendon - State Farm Agent Full time

    Job OverviewSarah Mclendon - State Farm Agent is seeking a skilled and motivated individual to join their team as a Financial Services Representative. This role offers a unique opportunity for business development and growth, with the potential to advance to a leadership position.

  • Executive Support Specialist

    2 weeks ago

    Gig Harbor, Washington, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial is a membership-owned fraternal organization dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.About Us:We are a Fortune 500 company that offers a full range of expert financial...

  • Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy....

  • Administrative Assistant

    2 months ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial...

  • Call Center Representative

    4 months ago

    West Palm Beach, United States Ocwen Financial Full time

    The Coordinator, Customer Resolutions Flex Agent is a call center phone agent position within the Companys forward mortgage servicing business. This position reports to a Team Lead, Customer Resolutions and works independently on a team located in Call Center, Representative, Customer Service, Communications, Team Lead, Retail, Mortgage

  • Business Services Representative

    6 days ago

    Harbor City, United States Kaiser Permanente Full time

    Job Summary: Under indirect supervision, verifies insurance eligibility and benefits, interviews patient and/or their representative to obtain demographic and financial information, identify available payer sources and records information required for admission and/or registration; Collects deposits, and/or fees; initiates billable jacket in support of all...

  • Licensed Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary This position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...