Financial Representative Development Specialist

3 weeks ago


Mesa, Arizona, United States Mutual of Omaha Full time

Unlock your potential in a dynamic role that combines sales skills with financial expertise.

About the Opportunity

We are seeking a talented Financial Representative Trainee to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients while providing them with tailored financial solutions.

Key Responsibilities:

  • Sell Individual Insurance products to clients through direct sales experience.
  • Participate in a comprehensive program to develop skills required for holistic financial advice.
  • Maintain a thorough understanding of product offerings and their features/benefits.

You Will Thrive In This Role If You Have:

  • A high level of self-motivation and results-driven approach.
  • The ability to successfully achieve the criteria of the trainee program.
  • Strong communication and interpersonal skills.

This position offers a competitive salary: $43,000 per year (calculated based on a 30-day training period at $16/hour and promotion to Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements).

We Offer:

  • A comprehensive benefits package including health insurance, 401(k) plan, and paid time off.
  • An Accelerator Program designed to transition you into an independent Financial Advisor.

Join Our Team



  • Mesa, Arizona, United States BD Development Group Full time

    Job DescriptionAs a Sports-Minded Marketing Representative at BD Development Group, you will be responsible for designing and launching cutting-edge sales and marketing campaigns for Fortune 500 clients across diverse industries.Key ResponsibilitiesCREATE ENGAGING CAMPAIGNS: Develop and execute innovative marketing campaigns to maximize exposure for our...


  • Mesa, Arizona, United States DriveTime Full time

    Job DescriptionDriveTime Family of Brands is a leading provider of financial services, with a strong commitment to customer satisfaction. We are seeking a highly motivated and organized individual to join our team as a Customer Experience Specialist. As a Customer Experience Specialist, you will be responsible for managing customer relationships and...


  • Mesa, Arizona, United States Expert Seekers Training Full time

    About the RoleWe are seeking an experienced Financial Products Representative to join our exclusive sales team. The ideal candidate will collaborate closely with mentors and operate as part of a cohesive team, engaging prospects over the phone to uncover their needs and preferences.ResponsibilitiesSchedule virtual meetings (via Zoom or phone) for in-depth...


  • Mesa, Arizona, United States BD Development Group Full time

    About UsThe BD Development Group specializes in designing and launching cutting-edge sales and marketing campaigns for Fortune 500 clients across diverse industries. With a proven track record of success, we are expanding our client portfolio and growing our team. As a Sports-Minded Marketing Representative, you will be part of a collaborative environment...


  • Mesa, Arizona, United States EA Agency Symmetry Financial Group Full time

    Job OverviewWe are seeking a self-motivated and disciplined Sales Representative to join our team at EA Agency / Symmetry Financial Group. As a Sales Representative, you will have the opportunity to work from home and earn an uncapped income based on your sales performance.The ideal candidate will be goal-oriented, driven to improve, and believe in and align...


  • Mesa, Arizona, United States World Wide RV Full time

    We are seeking a highly organized and detail-oriented Financial Support Specialist to join our accounting team at World Wide RV.This is an entry-level position that provides an excellent opportunity to grow within the company while developing accounting and administrative skills.Estimated Salary: $40,000 - $50,000 per year, based on experience.Key...


  • Mesa, Arizona, United States Mutual of Omaha Full time

    Unlock your potential with Mutual of Omaha 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.Salary & BenefitsWe offer an hourly wage of $16/hour for up to 30 days, with opportunities for advancement to a Financial...


  • Mesa, Arizona, United States Dakota Johnson Agency Inc Full time

    Join Our Team:Dakota Johnson Agency Inc is a forward-thinking insurance agency looking for a Product Development Representative to join our team. As an Insurance Sales Representative, you will be responsible for driving sales growth, building customer relationships, and expanding our product offerings through innovative sales strategies.Key...


  • Mesa, Arizona, United States Wells Fargo Bank Full time

    We are seeking a dedicated and customer-focused Financial Service Representative to join our team in Mesa, AZ. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in providing exceptional financial services to our customers.About the RoleIn this role, you will be responsible for processing teller transactions,...


  • Mesa, Arizona, United States BD Development Group Full time

    Job OverviewBlue Diamond Developments is a leading sales and consulting firm in Tempe, recognized for our top talent in sales and marketing. Our devoted team continuously assists our clients in new customer acquisitions, increases their brand recognition, and expands their market reach.


  • Mesa, Arizona, United States BD Development Group Full time

    About the RoleWe are looking for a skilled Sports-Minded Marketing Representative to join our team at BD Development Group. As a key member of our sales and marketing team, you will be responsible for developing and executing innovative marketing campaigns to maximize exposure for our client's brands.Main ResponsibilitiesBUILD BRAND AWARENESS: Engage...


  • Mesa, Arizona, United States Lin Chai Rawlinson CPA PC Full time

    Job DescriptionLin Chai Rawlinson CPA PC is looking to add a staff accountant to join our team. We are a full-service accounting firm that provides personalized service and attention to detail for each client.The ideal candidate will have 2 years of experience in accounting or taxation, with proficiency in QuickBooks and MS Excel. Strong analytical and...


  • Mesa, Arizona, United States Jobot Full time

    Job OverviewThe Assets Controller role at Jobot presents an outstanding opportunity for a seasoned professional to take our business to the next level. This key position involves overseeing financial operations, ensuring accurate financial reporting, and providing insightful analysis to drive financial decision-making. As a critical member of the executive...


  • Mesa, Arizona, United States One Stop Tax Help PLLC Full time

    Job OverviewWe are seeking an experienced Financial Accountant Specialist to join our dynamic team at One Stop Tax Help PLLC. As a key member of our staff, you will be responsible for preparing tax returns for individuals and businesses, ensuring compliance with tax laws and regulations.Estimated Salary: $40-$50 per hourResponsibilitiesOur ideal candidate...


  • Mesa, Arizona, United States WallStJobs Full time

    Job OverviewWallStJobs, a Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance and exceptional service, seeks a Financial Services Representative to join their team.


  • Mesa, Arizona, United States TEKsystems Full time

    TEKsystems is seeking a Financial Service Professional to join their team in Mesa, AZ. This is a hybrid position that offers the opportunity to work in a collaborative and supportive environment.The ideal candidate will have strong problem-solving skills, high empathy, and a passion for helping people. They should also be proficient in using computers and...


  • Mesa, Arizona, United States IronEdge Group, LTD Full time

    Job OverviewThe Sales Account Executive II is a key role at IronEdge Group, LTD. We are seeking an experienced Sales Account Executive to join our team in Phoenix, AZ.This hybrid position involves identifying and creating well-qualified sales leads through various channels, including outbound calling, events, emails, and LinkedIn messaging. As a Sales...


  • Mesa, Arizona, United States No Limit Turf Full time

    Become a Sales Representative at No Limit TurfWe are seeking a highly ambitious and results-driven individual to join our sales team as a Sales Representative. As a Sales Representative, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving sales growth.About the Role:Driving sales...


  • Mesa, Arizona, United States Ondrick Agency Full time

    Transform Your FutureWe're a growing agency in the life insurance and retirement planning industry, seeking talented individuals to join our team as remote business development representatives. With a focus on sales and customer relationships, this role offers a unique opportunity to earn while learning a valuable skill.Responsibilities:Sell life insurance...


  • Mesa, Arizona, United States Carrington College Full time

    About the Role: Carrington College is seeking a motivated Enrollment Services Representative to join our team in Mesa. As an Enrollment Services Representative, you will play a critical role in helping prospective students achieve their educational goals by providing guidance and support throughout the enrollment process.About You: To be successful in this...