Financial Services Representative

5 days ago

Coral Gables, Florida, United States Mutual of Omaha Full time

About 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 trainee experience where you will learn about selling Individual Insurance products and building a sustainable, holistic financial practice. Through self-study, hands-on projects, and experienced mentorship, you will receive the training and support needed to succeed in this field.

Responsibilities:

  • You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
  • You will gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You will cultivate and sustain prospecting skills such as research, targeting, networking, communication, and more through use of personal networks, community events, and social media.
  • You will acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You will oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements:

  • You must successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
  • You must obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
  • You must pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
  • You must be highly self-motivated and results-oriented, working both independently and as part of a team.
  • You must 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.

Benefits and Salary:

  • The estimated salary for this role is $36,000 per year, plus unlimited monthly sales incentives.
  • You will receive an hourly wage of $16/hour during the trainee period, which lasts up to 30 days.
  • A $1000 bonus will be awarded after successful completion of the 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 include a 401(k) plan with a 2% company contribution and 6% company match.
  • You will receive 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.

  • Financial Representative Associate

    3 days ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Accelerate 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 Professional Development Opportunity

    3 weeks ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Unlock 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...

  • Career Opportunity as Financial Sales Representative

    3 weeks ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Company 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 Services Representative

    1 week ago

    Cape Coral, Florida, United States Symmetry Financial Group - Gary Uyemura Full time

    About 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...

  • Career Advancement Financial Specialist

    3 weeks ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Comprehensive 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...

  • Accelerate Your Career as a Financial Professional

    3 weeks ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Financial 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...

  • Customer Service Representative

    1 week ago

    Coral Gables, Florida, United States Anthropologie Full time

    Key ResponsibilitiesProvide personalized service to customers, including initiating conversations and sharing product knowledge.Act as a brand representative reflective of Anthropologie's values.Utilize technology to stay informed on company priorities and promotions.Benefits and CompensationThis position offers an estimated salary range of $40,000 - $60,000...

  • Business Development Associate

    4 weeks ago

    Coral Gables, Florida, United States Truist Full time

    Company OverviewWe are a leading financial services company, dedicated to providing exceptional customer experiences and delivering innovative solutions. Our team is passionate about making a positive impact in the lives of our clients and communities.

  • Financial Insurance Sales Representative

    5 days ago

    Cape Coral, Florida, United States Lumina Financial Solutions Full time

    Company 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...

  • Customer Service Representative

    3 weeks ago

    Cape Coral, Florida, United States First Horizon Bank Full time

    Job 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...

  • Customer Service Representative

    3 weeks ago

    Coral Gables, Florida, United States Leeds Professional Resources Full time

    Job OverviewWe are seeking a skilled and detail-oriented Customer Service Representative to join our team at Leeds Professional Resources. This role is an excellent opportunity for individuals looking to build a career in banking and customer service.Job ResponsibilitiesTeller Operations: Provide exceptional customer service by operating a teller station in...

  • Customer Service Representative with Sales Potential

    16 hours ago

    Coral Gables, Florida, United States USHEALTH Full time

    Transform Your Career with USHEALTHWe are seeking a highly motivated and skilled professional to join our dynamic team as a Customer Service Representative with sales potential. This is an excellent opportunity for individuals who thrive in fast-paced environments, enjoy building relationships, and are eager to grow their careers.About the Role:This...

  • Financial Operations Specialist

    3 weeks ago

    Coral Gables, Florida, United States Loews Hotels Full time

    Job OverviewThe Loews Coral Gables Hotel is seeking a highly skilled Financial Operations Specialist to join its team. This role is responsible for performing day-to-day accounting activities, ensuring compliance with internal control procedures, and providing excellent customer service.ResponsibilitiesReview and analyze financial reports and transactions as...

  • Financial Operations Specialist

    1 week ago

    Coral Gables, Florida, United States FOUR SQUARED SOLUTIONS Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team and contribute to delivering exceptional services and solutions.This role involves working closely with finance teams to understand and integrate processes related to accounts payable, accounts receivable, cash management, and treasury management.Key...

  • Insurance Career Development Specialist

    3 days ago

    Coral Gables, Florida, United States Mutual of Omaha Full time

    Career 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...

  • Cleaning Services Representative

    3 days ago

    Coral Gables, Florida, United States Office Pride Full time

    About the JobWe are seeking a motivated individual to join our janitorial team as a Facilities Maintenance Specialist. As a member of our team, you will be responsible for maintaining a clean and safe environment for our clients.The successful candidate will have excellent attention to detail, be able to work independently, and have a strong commitment to...

  • Customer Experience Representative

    7 days ago

    Coral Gables, Florida, United States Anthropologie Full time

    Cultivate a loyal customer base and drive sales as a Customer Experience Representative at Anthropologie. You'll be the face of our brand, delivering exceptional service and creating memorable interactions that keep customers coming back.Our compensation package includes a salary range of $48,000 - $58,000 per year, depending on experience, plus a...

  • Customer Service Representative

    1 week ago

    Coral Gables, Florida, United States Monstera Talent Ltd Full time

    About the RoleAs a Retail Sales Assistant at Monstera Talent Ltd, you will play a crucial role in creating positive customer experiences and contributing to the overall success of our team.Responsibilities:Provide personalized assistance to customers, answering questions and addressing concernsUpsell and cross-sell products to maximize sales and meet...

  • Customer Service Advocate

    16 hours ago

    Coral Gables, Florida, United States Shirazi And Descoubet Law Group Llc Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at Shirazi & D'Escoubet. The ideal candidate will possess strong communication skills, attention to detail, and the ability to handle sensitive information with professionalism and empathy.

  • Business Development Manager

    3 weeks ago

    Coral Gables, Florida, United States First Citizens Bank Full time

    About 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...