Financial Professional Trainee
3 weeks ago
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
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:
- Youll 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.
- Youll demonstrate appropriate skills and pass a sales process competency test.
- Youll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- Youll 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.
- Youll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOULL 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 drivers 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 UsApply Now
Great place to work
Together we achieve greatness. Not only is this a core value, but its also representative of the kind of place we are built by the strength and integrity of our employees. Its why were 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 OpeningsFinancial Representative Trainee - Denver, CO
Colorado
| 502864
Wisconsin
| 502870
Iowa
| 502869
-
Dunedin, Florida, United States Isaac Stuiso - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused professional to join our team at Isaac Stuiso - State Farm Agent. As a key member of our team, you will play a vital role in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesCustomer Relationship ManagementEstablish and maintain strong relationships...
-
Stretch Practitioner
3 months ago
Dunedin, United States Stretch Zone - 1041 Full timeJob DescriptionJob DescriptionHealth, Wellness and Fitness ProfessionalsCompensation$12-$17 per hourEmployment TypeLooking for individuals from the health and wellness industry who want to be on the forefront of a movement that is sweeping the nation. As a pioneer in practitioner assisted stretching, Stretch Zone is seeking out individuals looking for growth...
-
Insurance and Financial Services Position
3 months ago
Dunedin, United States Isaac Stuiso - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insuranceOpportunity for advancementROLE DESCRIPTION:As an Insurance and Financial Services Position - State Farm Agent Team Member for Isaac Stuiso - State Farm Agent, you are vital to our daily business operations and customers...
-
Insurance Business Development Manager
2 days ago
Dunedin, Florida, United States Isaac Stuiso - State Farm Agent Full timeJob OverviewIsaac Stuiso - State Farm Agent is seeking a highly motivated and results-driven professional to join our team as an Account Manager. As a key member of our team, you will play a crucial role in helping our business grow through value-based conversations and exceptional customer experiences.Key ResponsibilitiesCustomer-Focused Sales: Use a...
-
General Manager
3 months ago
Dunedin, United States Stretch Zone - 1041 Full timeJob DescriptionJob DescriptionBenefits:Free uniformsOpportunity for advancementTraining & developmentGeneral Manager (gm)Compensation$42,000 to $65,000 AnnuallyEmployment TypeWe are looking for driven and hardworking individuals to join our team. Stretch Zone is the pioneer in practitioner assisted stretching. Our locations span across the country and we...
-
Key Holder
5 days ago
Dunedin, Florida, United States Spartina Full timeJob Description:A Key Holder at Spartina 449 assists the Store Manager in motivating and inspiring their team to achieve store productivity goals. They help the Store Manager to analyze week to date, period to date, and year to date sales, and develop action plans to drive sales.Key Responsibilities:Store Operations: Manage store operations, ensuring...
-
Account Manager
3 months ago
Dunedin, United States Isaac Stuiso - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceDental insuranceHealth insuranceOpportunity for advancementPaid time offTraining & developmentWellness resources Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent...
-
Beverage Operations Manager
1 week ago
Dunedin, Florida, United States Highland House Full timeBenefits:Company partiesCompetitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementTraining & developmentVision insuranceAbout UsHighland House is a premier hospitality establishment dedicated to delivering exceptional dining experiences. Our commitment to excellence drives us to create memorable moments for our guests.We...
-
Family Medicine Physician
1 week ago
Dunedin, Florida, United States UnitedHealth Group Full timeAbout UnitedHealth Group:UnitedHealth Group is a leading healthcare organization committed to transforming the way healthcare is delivered. We are seeking a dedicated Primary Care Physician to enhance our healthcare services.Position Overview:As a vital member of our healthcare delivery team, you will play a crucial role in our mission to improve health...
-
Real Estate Office Manager
6 days ago
Dunedin, United States Silver Trident Realty Part timeJob DescriptionJob DescriptionWe’re looking for a motivated real estate executive assistant to assist the principal broker and complete administrative tasks on a "part-time", 20-hour per week basis to start. Responsibilities include liaising between the managing broker and agents, notifying the broker of important information, overseeing...
-
Family Medicine Physician
2 weeks ago
Dunedin, Florida, United States UnitedHealth Group Full timeAbout UnitedHealth Group:UnitedHealth Group is a leading healthcare organization committed to transforming the healthcare experience for both clinicians and patients. We are seeking a dedicated Primary Care Physician to be a part of our innovative care delivery model.Role Overview:As a Primary Care Physician, you will play a vital role in enhancing the...
-
Event/ Catering Manager
3 months ago
Dunedin, United States The Feinstein Group Full timeJob DescriptionJob DescriptionEvent / Catering ManagerPOSITION PURPOSE: The Event/ Catering Manager leads the seamless operation of our private event sales and catering, ensuring overall client satisfaction and repeat business.ESSENTIAL RESPONSIBILITIES: Completes administrative tasks supporting all group sales efforts as assigned by the General Manager...
-
C-Suite Executive Administrative Assistant
2 months ago
Dunedin, United States AMA Medical Group Full timeJob DescriptionJob DescriptionAt AMA Medical Group in Dunedin, FL, we offer more than just a job - we offer a rewarding career with endless opportunities for growth and development. When you become our full-time C-Suite Executive Administrative Assistant, you'll enjoy a competitive starting salary at $52,000 per year, along with a comprehensive benefits...
-
Lead Bartender Supervisor
1 week ago
Dunedin, Florida, United States Highland House Full timeBenefits:Company gatherings Competitive compensation Dental coverage Employee discounts Health coverage Career advancement opportunities Training and development programs Vision coverage About Us Highland House is a renowned and award-winning hospitality establishment dedicated to creating memorable dining experiences. Our team comprises some of the most...
-
Catering and Events Coordinator
2 weeks ago
Dunedin, Florida, United States Highland House Full timeJob OverviewCatering and Events CoordinatorPOSITION OBJECTIVE: The Catering and Events Coordinator is responsible for overseeing the efficient execution of our private event sales and catering operations, ensuring client satisfaction and fostering repeat engagements.KEY RESPONSIBILITIES:Manage administrative duties related to group sales as directed by the...
-
Primary Care Physician
4 weeks ago
Dunedin, United States UnitedHealth Group Full timeOptum FL, part of the Optum family of businesses, is seeking a Primary Care Physician to join our team in City, ST. Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone. At Optum, you’ll...
-
C-Suite EA
3 months ago
Dunedin, United States AMA Medical Group Full timeJob DescriptionJob DescriptionAre you ready to step into a pivotal role with a leading healthcare provider? If so, AMA Medical Group in Dunedin, FL is seeking a full-time C-Suite EA - Executive Assistant to join our dynamic team!THE MANY PERKS OF JOINING USAt AMA Medical Group, we offer more than just a job; we offer a fulfilling career with numerous perks...
-
Primary Care Physician
3 weeks ago
Dunedin, United States Optum Full timeOptum FL, part of the Optum family of businesses, is seeking a Primary Care Physician to join our team in City, ST. Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum Care Delivery team, you'll be an integral part of our vision to make healthcare better for everyone. At Optum, you'll...
-
Civil Engineer- CEI
2 weeks ago
Dunedin, United States Transystems Full timeOverview We are excited to share once again TranSystems has been recognized as a top 100 design firm by Engineering News-Record in 2024. TranSystems is committed to building strong relationships with our clients, partners, and communities, because we believe we can go farther together. We act with integrity, use resources wisely, and proactively enhance...