Financial Representative Trainee
2 weeks ago
Financial Representative Trainee (Sales)--Miami, FL
Location: Florida
Work Type: Full Time Regular
Job No: 503421
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
Sales Trainee (Group Insurance) - Multiple Locations
Various Locations
| 503167
Financial Representative Trainee (Sales)-- Tampa, FL
Florida
| 503422
-
Financial Representative Associate
3 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeAccelerate Your Career in Financial ServicesMutual of Omaha is seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic...
-
Financial Services Representative
5 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeAbout the Role:">As a Financial Services Representative, you will have the opportunity to start your career in the financial services industry with Mutual of Omaha's Accelerator Program. This comprehensive program is designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.Job Overview:This role offers a dynamic...
-
Financial Rep – Upcoming Grad
3 weeks ago
Coral Gables, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Miami, FL Location: Florida Work Type: Full Time Regular Job No: 503421 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Coral Gables, Florida, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityA dynamic 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.Compensation and BenefitsWe offer an estimated annual salary of $48,000, consisting of an hourly wage of $16/hour...
-
Career Advancement Financial Specialist
3 weeks ago
Coral Gables, Florida, United States Mutual of Omaha Full timeComprehensive Training and DevelopmentWe are seeking highly motivated individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success in the financial services industry.About the RoleThis is an exceptional opportunity for talented professionals to embark on a comprehensive program that equips them with...
-
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential in Financial ServicesWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a member of our dynamic team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and...
-
Insurance Career Development Specialist
3 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeCareer Advancement Opportunity in Financial ServicesMutual of Omaha is currently hiring a Financial Representative Trainee to join our dynamic team. This exciting opportunity allows you to kick-start your career in the financial services industry and develop essential skills to become a successful Financial Representative.The compensation package includes:A...
-
Coral Gables, Florida, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a renowned organization dedicated to providing exceptional financial services. Our mission is to empower individuals to achieve their long-term goals through innovative products and expert guidance.Estimated Salary: $36,000 annual base salary, plus unlimited monthly sales incentive, resulting in an estimated total...
-
Financial Insurance Sales Representative
5 days ago
Cape Coral, Florida, United States Lumina Financial Solutions Full timeCompany OverviewLumina Financial Solutions is a leading provider of insurance products, specializing in life, whole life, mortgage protection, annuities, and index universal life. Our team of experts is dedicated to protecting families and helping them achieve their financial goals.We're committed to providing the best possible service to our clients and...
-
Financial Services Representative
1 week ago
Cape Coral, Florida, United States Symmetry Financial Group - Gary Uyemura Full timeAbout the Role:We are seeking ambitious individuals who are passionate about helping others achieve their financial goals. As a sales professional with Symmetry Financial Group - Gary Uyemura, you will be responsible for building relationships with clients, identifying their insurance needs, and providing tailored solutions to meet those needs. You will also...
-
Chair of Physiology, Biophysics, and Cell Biology
3 months ago
Coral Gables, United States InsideHigherEd Full timeCurrent Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.OVERVIEW The Chair will provide strategic leadership and direction...
-
Director, Research Support
2 months ago
Coral Gables, United States InsideHigherEd Full timeCurrent Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami/UHealth Department of SCCC has an exciting...
-
Amerant Bank | Head of Commercial Credit FL
7 days ago
coral gables, United States Amerant Bank Full timeLead a team of credit underwriting and portfolio managers to provide the bank with a sound, independent and objective assessment and monitoring of risks associated with the commercial & industrial loan portfolio, including evaluating and managing the creditworthiness of clients by analyzing financial statements and making informed lending decisions on credit...
-
Amerant Bank | Head of CRE Credit FL
2 days ago
Coral Gables, United States Amerant Bank Full timeLead a team of credit underwriting and portfolio managers to provide the bank with a sound, independent and objective assessment and monitoring of risks associated with the commercial real estate (CRE) and acquisition, development and construction (ADC) loan portfolio, including evaluating and managing the creditworthiness of clients by analyzing financial...
-
Head of CRE Credit FL
7 days ago
coral gables, United States Amerant Bank Full timeLead a team of credit underwriting and portfolio managers to provide the bank with a sound, independent and objective assessment and monitoring of risks associated with the commercial real estate (CRE) and acquisition, development and construction (ADC) loan portfolio, including evaluating and managing the creditworthiness of clients by analyzing financial...
-
Customer Service Representative
3 weeks ago
Cape Coral, Florida, United States First Horizon Bank Full timeJob Title: Customer Service Representative - Financial OperationsAbout Us:At First Horizon Bank, we are dedicated to helping our clients and communities unlock their full potential. As a leading regional financial services company, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United...
-
Collections Representative
3 weeks ago
Coral Gables, United States TEKsystems Full timeJob DescriptionJob DescriptionDescription1. Contact customers with overdue accounts via phone, email, or mail to discuss outstanding balances.2. Negotiate payment plans and arrangements with customers based on their financial situations.3. Document all interactions and payment agreements accurately in the company's database.4. Monitor payment statuses...
-
Collections Representative
3 weeks ago
Coral Gables, United States TEKsystems Full timeJob DescriptionJob DescriptionDescription1. Contact customers with overdue accounts via phone, email, or mail to discuss outstanding balances.2. Negotiate payment plans and arrangements with customers based on their financial situations.3. Document all interactions and payment agreements accurately in the company's database.4. Monitor payment statuses...
-
Associate Professor of Clinical
7 months ago
Coral Gables, United States InsideHigherEd Full timeCurrent Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.CORE JOB SUMMARY The Department of Ophthalmology at the...
-
Business Development Manager
3 weeks ago
Coral Gables, Florida, United States First Citizens Bank Full timeAbout UsAt First Citizens Bank, we believe that together we become better. We're looking for individuals who want more than just a job – who want to make a difference in the communities where we live and work.The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This...
