Financial Representative Trainee

4 weeks ago


St Petersburg, Florida, United States Mutual of Omaha Full time

Unlock Your Potential in Financial Services

At Mutual of Omaha, we're seeking highly motivated and self-driven individuals to join our Accelerator Program, a 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.

What We Offer:

  • A comprehensive program that includes self-study, hands-on projects, and experienced mentorship to ensure your success.
  • A competitive hourly wage of $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.
  • A $1000 bonus 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, including a 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.

What You'll Do:

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

What We're Looking For:

  • Highly self-motivated and results-oriented individuals who can work both independently and as part of a team.
  • Ability 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.


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