Financial Representative Trainee

4 days ago


Tampa, 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) - Austin, TX


Texas
| 503426




Financial Representative Trainee (Sales) - Omaha, NE


Nebraska
| 503247




Financial Representative Trainee (Sales)--Miami, FL


Florida
| 503421



  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, Florida, United States Mutual of Omaha Full time

    Job Title: Financial Representative TraineeAbout the Role:We are seeking highly motivated individuals to join our team as Financial Representative Trainees. As a Financial Representative Trainee, you will embark on an accelerated career path that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and...


  • Tampa, Florida, United States Mutual of Omaha Full time

    Launch Your Career in Financial ServicesWe're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable financial practice.About the Role:You'll participate in a rigorous program...


  • Tampa, Florida, United States Mutual of Omaha Full time

    Launch Your Financial Services Career with Mutual of OmahaAs a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. This role is perfect for individuals who are...


  • Tampa, Florida, United States Mutual of Omaha Full time

    About the RoleWe are seeking a highly motivated and results-oriented individual to join our team as a Financial Services Representative.As a key member of our team, you will 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...


  • Tampa, 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...