Financial Representative Trainee

2 weeks ago

Land O Lakes FL, United States Mutual of Omaha Full time
Financial Representative Trainee - Tampa, FL

Location: Florida
Work Type: Full Time Regular
Job No: 502877
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 Sales Manager (Brokerage Life) - Remote

Remote | 503295

Financial Representative Trainee - Milwaukee, WI

Wisconsin | 502870

Financial Representative Trainee - Miami, FL

Florida | 502874

  • Financial Representative Trainee

    2 weeks ago

    North Miami Beach, FL, United States Mutual of Omaha Full time

    Financial Representative Trainee - Miami, FL Location: Florida Work Type: Full Time Regular Job No: 502874 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Representative Trainee

    3 weeks ago

    North Miami Beach, FL, United States Mutual of Omaha Full time

    Financial Representative Trainee - Miami, FL Location: Florida Work Type: Full Time Regular Job No: 502874 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Financial Center Manager Associate

    4 days ago

    Land O' Lakes, United States Fifth Third Bank Full time

    Transform Banking with ExcellenceAt Fifth Third Bank, we're committed to delivering exceptional customer experiences. As a Financial Center Manager Associate, you'll play a vital role in shaping our banking services.Key Responsibilities:Participate in a comprehensive onboarding program, gaining expertise in Operations, Sales & Service, Lending, Small...

  • Financial Center Manager Associate

    3 weeks ago

    Land O' Lakes, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales &...

  • Marketing Representative-Sales Trainee

    3 months ago

    Sugar Land, United States Diamond AdvanEdge Full time

    Our management team is looking to fill this position ASAP, local applicants only! As a Marketing Representative/Sales Trainee, you will assist the marketing team in the implementation of all marketing activities, working closely to increase brand awareness, drive sales, and ultimately generate new business leads. This is an entry-level marketing position...

  • Marketing Representative-Sales Trainee

    3 months ago

    Sugar Land, United States Diamond AdvanEdge Full time

    Our management team is looking to fill this position ASAP, local applicants only! As a Marketing Representative/Sales Trainee, you will assist the marketing team in the implementation of all marketing activities, working closely to increase brand awareness, drive sales, and ultimately generate new business leads. This is an entry-level marketing position...

  • Management Trainee

    6 days ago

    Sugar Land, United States Houston Consumer Connect Full time

    Job DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? We are searching for an entry-level Management Trainee who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with integrity and...

  • Territory Sales Trainee

    3 weeks ago

    Sugar Land, United States Diamond Advanedge inc Full time $48,000 - $58,000

    Job DescriptionJob DescriptionOur company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Territory Sales Trainee that is highly motivated and outgoing. We partner with some of the leading telecommunications campaigns in the world and have represented our clients in the...

  • Territory Sales Trainee

    1 week ago

    Sugar Land, United States Diamond Advanedge inc Full time

    Job DescriptionJob DescriptionOur company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Territory Sales Trainee that is highly motivated and outgoing. We partner with some of the leading telecommunications campaigns in the world and have represented our clients in the...

  • Patient Financial Services Specialist I

    2 months ago

    Land O' Lakes, United States Florida Medical Clinic Full time

    Job DescriptionJob DescriptionOur Vision is to be the best choice for healthcare in our communityJob Title: Patient Financial Services Specialist IReports to: CBO Manager or Associate DirectorJob Summary: The Patient Financial Services Specialist is a call center patient representative with experience and knowledge in physician based billing and medical...

  • Account Representative

    4 days ago

    Land O' Lakes, United States Jose Pomales - State Farm Agent Full time

    Job Description**Position Overview:**We are seeking a vibrant individual who thrives on providing exceptional customer experiences and engaging with the public to make a positive impact. As a State Farm Agent Team Member, you will have the opportunity to become an integral part of a trusted brand, promoting our premier insurance and financial service...

  • Shift Supervisor Trainee

    4 weeks ago

    Detroit Lakes, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Financial Services Representative

    3 days ago

    De Land, United States BlueNova Industries Full time

    Job DescriptionBlueNova Industries is seeking a highly skilled Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide expert advice and guidance to customers on our financial products and services.Acquire...

  • Financial Services Representative

    4 days ago

    Lauderdale Lakes, Florida, United States BankUnited Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at BankUnited. As a key member of our banking center, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting our financial products and services.Key ResponsibilitiesCustomer Service: Respond...

  • Account Representative

    7 days ago

    Land O' Lakes, United States Jose Pomales - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the...

  • Business Development Representative

    1 month ago

    Detroit Lakes, United States Transparent Financial Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Business Development Representative in Detroit Lakes and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.About Us:Ready to join a fast-growing team that's setting the sales...

  • Senior Director of Physician Offices

    2 weeks ago

    Land O' Lakes, United States Florida Medical Clinic Full time

    Job DescriptionJob DescriptionOur Vision is to be the best choice for healthcare in our community Job Title:                     Senior Director of Physician OfficesDept.:                          AdministrationReports to:                 Chief Administrative Officer Job Summary:         ...

  • Healthcare Billing Specialist

    2 weeks ago

    Land O' Lakes, United States Florida Medical Clinic Full time

    Job OverviewOur Commitment is to provide exceptional healthcare services in our community.Position Title: Patient Financial Services Specialist IReports to: CBO Manager or Associate DirectorPosition Summary: The Patient Financial Services Specialist serves as a representative in a call center environment, possessing expertise in physician billing and medical...

  • Entry Level Financial Services Representative

    1 week ago

    Sugar Land, United States Primerica - Atlanta Part time

    Job DescriptionJob DescriptionEXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses & required state...

  • Registered Nurse Liaison

    1 week ago

    Land O' Lakes, United States Gulfside Healthcare Services, Inc. Full time

    Job OverviewThe RN Liaison plays a crucial role in connecting patients with hospice services, reporting directly to the Manager of RN Liaisons. This position involves building relationships with community partners and conducting thorough assessments for patients referred to our organization. The RN Liaison is dedicated to representing Gulfside Healthcare...