Financial Services Development Specialist

3 days ago


Hallandale Beach, Florida, United States Mutual of Omaha Full time

We are seeking highly motivated individuals to join our Financial Representative Trainee program at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive development journey that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable financial practice.

Company Overview

Mutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals achieve their long-term goals. Our company values diversity, inclusion, and innovation, creating a dynamic work environment where employees can thrive.

Estimated Salary: $36,000 annual base, plus unlimited monthly sales incentives

This compensation package offers an hourly wage of $16/hour during the trainee period, which lasts up to 30 days, followed by promotion to a Financial Representative with a salary of $36,000 annual base plus unlimited monthly sales incentive.

Job Description

Your role as a Financial Representative Trainee will involve:

  • Participating in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Actively contributing to classroom discussion, participating in goal setting sessions, and progress evaluation meetings
  • Gaining valuable direct sales experience in marketing Individual Insurance products to clients and passing a sales process competency test
  • Cultivating and sustaining prospecting skills such as research, targeting, networking, communication, and more through use of personal networks, community events, and social media
  • Acquiring an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits
  • Overseeing completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process
Required Skills and Qualifications

To be successful in this role, you will need to:

  • 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
  • Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do
Benefits

As a Mutual of Omaha employee, you will enjoy a range of benefits, including:

  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
  • A competitive compensation package, including hourly wage and monthly sales incentives
  • 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


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    Job Summary We are seeking a skilled Financial Tax Specialist to join our team at Creative Financial Staffing. As a Financial Tax Specialist, you will be responsible for analyzing and preparing tax returns, ensuring compliance with all federal, state, and local regulations.About the Role In this role, you will collaborate with cross-functional teams to...


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    Job Description:Tax Accounting AnalystCompany Overview:Creative Financial Staffing is seeking a skilled Tax Accounting Analyst to join our team. As a key member of our accounting department, you will be responsible for tax compliance, including Federal and State returns, and communication with third-party firms.Job Responsibilities:Prepare and review tax...


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    We are seeking a highly skilled Senior Tax Compliance Specialist to join our team at Creative Financial Staffing. This is a unique opportunity to work with a reputable organization and contribute to the success of our tax provision and compliance efforts.Job SummaryThe Senior Tax Compliance Specialist will be responsible for gathering information and...


  • Hallandale Beach, Florida, United States Etaru - Hallandale Beach Full time

    Job DescriptionWe are seeking a highly motivated Dedicated Service Support Specialist to join our team at Etaru - Hallandale Beach.About the Role:The Dedicated Service Support Specialist will be responsible for maintaining the cleanliness and organization of our back-of-house areas, including the loading dock and dishwashing area. This role requires...


  • West Palm Beach, Florida, United States Ithink Financial Full time

    Job Description: We are seeking a highly skilled and customer-focused Financial Service Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately and efficiently. This role requires strong problem-solving skills, attention to...

  • Financial Expert

    5 days ago


    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Tax Manager RoleOur client, a reputable 'Top 100' firm in the industry, seeks an experienced Financial Expert to join their team. As a leading provider of professional services, they prioritize employee engagement, offering opportunities for growth and development, as well as a supportive work environment with flexible scheduling.About the Role:As a...


  • Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist Job DescriptionJob Summary: As a key member of our finance team, the Accounts Receivable Specialist will be responsible for managing financial transactions by processing daily invoices. This role involves receiving, entering, and coding invoices while collaborating with department managers to collect payments in a timely...


  • Hallandale Beach, Florida, United States Imperial Stone Corp Full time

    About the Role:We are seeking a highly skilled Corporate Accounting Specialist to join our team at Imperial Stone Corp.The ideal candidate will possess strong accounting knowledge and experience, with a focus on general ledger accounting, accounts payable and receivable, and financial reporting.Responsibilities:Ensure timely and accurate preparation of...


  • Hallandale Beach, Florida, United States Winn-Dixie Full time

    Job Summary">We are seeking a Front End Customer Service Specialist to join our team at Winn-Dixie. As a key member of our front end team, you will be responsible for providing exceptional customer service, operating cashiering equipment, and maintaining a clean and organized store environment.">Responsibilities:">Provide exceptional customer service and...


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    Exciting Opportunity for a Senior Tax Strategist in South FloridaWe are seeking a highly skilled and experienced Tax Analyst to join our team at Creative Financial Staffing. As a Senior Tax Strategist, you will play a crucial role in analyzing and preparing tax returns, ensuring compliance with all federal, state, and local regulations.**Company...


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    Tax Accounting ProfessionalThis role presents a unique opportunity to contribute to the success of our client as a skilled Tax Analyst. The ideal candidate will possess a strong background in tax provision and compliance, with a Bachelor's degree in Accounting or Finance (Master's degree is a plus).The successful applicant will be responsible for assisting...


  • West Palm Beach, Florida, United States Randstad North America, Inc. Full time

    Job OverviewRandstad North America, Inc. is a leading provider of staffing and recruitment services, seeking an experienced Financial Operations Specialist. As a key member of our team, you will be responsible for managing all aspects of job-related accounting activities.About the RoleThe Financial Operations Specialist will work closely with the Project...


  • Hallandale Beach, Florida, United States Creative Financial Staffing Full time

    Senior Tax Accountant FLCreative Financial Staffing is seeking a seasoned Senior Tax Accountant to manage tax compliance responsibilities and prepare tax provisions in a dynamic organization operating in technology, real estate development, and entertainment.Compensation:The estimated salary for this role is $105,000 - $130,000 per year, offering a...

  • Cancer Specialist

    7 days ago


    Hallandale Beach, Florida, United States Memorial Healthcare System Full time

    Seeking a Board Eligible/Board Certified Hematologist/Medical Oncologist to join our team of experts delivering outstanding cancer care at Memorial Cancer Institute, a key part of Memorial Healthcare System.About the RoleThis full-time position offers a competitive salary and benefits package aligned with experience. As a member of our specialized team, you...


  • Fernandina Beach, Florida, United States The Hahnlen Agency Full time

    About The Hahnlen AgencyWe are a rapidly expanding agency in the financial services industry, seeking dedicated individuals to join our team as Sales Specialists. With 100% remote opportunities available across the United States, this role offers unparalleled flexibility and upward mobility.


  • Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Explore an exciting opportunity to join our client as an AP Specialist in Wisconsin. Located in Deerfield, this role offers a unique blend of financial expertise and flexibility.About the CompanyWe are a 35-year-old business that prides itself on delivering perfect products and exceptional customer service.Our team values a relaxed and casual atmosphere,...


  • Jensen Beach, Florida, United States LHH Recruitment Solutions Full time

    Job DescriptionWe are seeking a detail-oriented and experienced Financial Operations Specialist to join our esteemed client's team in Stuart, Florida. The ideal candidate will possess strong accounting skills and a deep understanding of financial principles, with a passion for accuracy and compliance.The successful candidate will have the opportunity to work...


  • Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Audit Manager Role Overview:Our client, a reputable Top 100 firm in the Chicagoland area, is seeking an experienced Senior Financial Risk Auditor to join their team.This dynamic role offers an excellent opportunity for career growth and professional development, with a focus on delivering high-quality audit services to diverse clients across various...


  • Hallandale Beach, Florida, United States Gentiva Health Services Full time

    Join Our Team">We are seeking a compassionate and dedicated Hospice Aide to join our team at Gentiva Health Services. As a Full-Time Hospice Aide, you will work directly with patients and their families, providing personalized care and support. With our comprehensive benefits package and ongoing training opportunities, this is an ideal role for those looking...


  • Hallandale Beach, Florida, United States Memorial Healthcare System Full time

    Stroke and Neurology Consultation OpportunityWe are seeking a highly skilled Neurohospitalist Specialist to join our team at Memorial Healthcare System's Neuroscience Institute. As a specialist in neurohospitalist care, you will be responsible for providing expert consultation services for the evaluation and management of various neurological conditions,...