Financial Representative Trainee
3 days ago
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.
What We Offer- Comprehensive training and development program to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
- 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.
- $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.
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
- 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.
- 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.
- Knowledge of the Insurance/Financial Services industry, products and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
-
Financial Representative Trainee
3 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.What You'll Do:Participate in a...
-
Financial Representative Trainee
2 weeks ago
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive training program and embark on a rewarding career as a Financial Representative Trainee. This dynamic program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferCompetitive hourly...
-
Financial Services Representative
1 week ago
Coral Gables, Florida, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance...
-
Financial Services Representative
1 week ago
Coral Gables, Florida, United States Mutual of Omaha Full timeFinancial Representative TraineeAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Program OverviewThis dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...
-
Clinical Business Operations Representative 3
2 weeks ago
Coral Gables, Florida, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled Clinical Business Operations Representative 3 to join our team at the University of Miami/UHealth Department of Otolaryngology. This full-time position will be responsible for facilitating the prompt resolution of problems related to pre and post care in daily clinical operations, working closely with the practice...
-
Patient Access Representative 3
2 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Patient Access Representative 3 to join our team at The University of Miami. As a Patient Access Representative 3, you will be responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key...
-
Patient Access Representative 2
4 weeks ago
Coral Gables, Florida, United States The University of Miami Full time{"title": "Patient Access Representative 2", "description": "Job SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our healthcare team, you will be responsible for registering patients for clinical services, verifying insurance benefits, and collecting payments.Key...
-
Patient Access Representative 3
3 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. This role is responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain, confirm, and enter demographic, financial, and...
-
Patient Access Representative 2
3 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our patient access department, you will play a critical role in ensuring seamless patient registration and financial clearance processes.Key ResponsibilitiesObtain and verify patient demographic, financial, and clinical...
-
Patient Access Representative 3
4 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. As a key member of our Patient Access department, you will be responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain,...
-
Patient Access Representative 3
2 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at The University of Miami. As a key member of our Patient Access department, you will be responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain,...
-
Patient Access Representative 3
3 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. This role is responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain, confirm, and enter demographic, financial, and...
-
Patient Access Representative 3
4 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at The University of Miami. As a key member of our Patient Access department, you will play a critical role in ensuring seamless patient registration and financial clearance processes.Key ResponsibilitiesObtain, confirm, and enter demographic, financial, and clinical...
-
Financial Services Representative
4 weeks ago
Coral Springs, Florida, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base through proactive...
-
Patient Access Representative 2
3 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our Patient Access department, you will play a critical role in ensuring seamless patient registration and financial clearance processes.Key ResponsibilitiesObtain and verify demographic, financial, and clinical...
-
Patient Access Representative 3
4 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. As a key member of our Patient Access department, you will play a critical role in ensuring the smooth registration and financial clearance process for our patients.Key ResponsibilitiesObtain and verify demographic, financial, and clinical...
-
Patient Access Representative 2
4 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our healthcare team, you will be responsible for registering patients for clinical services, verifying insurance benefits, and collecting payments.Key ResponsibilitiesRegistration and Scheduling: Obtain and enter...
-
Sales Representative
2 weeks ago
Cape Coral, Florida, United States The WRS Group - Symmetry Financial Full timeJob Title: Sales RepresentativeWe are seeking a highly motivated and self-driven Sales Representative to join our team at The WRS Group - Symmetry Financial. As a Sales Representative, you will be responsible for generating new business opportunities and building relationships with clients to provide them with tailored financial solutions.Key...
-
Patient Access Representative 2
7 days ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our healthcare team, you will be responsible for registering patients for clinical services, verifying insurance benefits, and collecting payments.Key ResponsibilitiesObtain and verify demographic, financial, and clinical...
-
Patient Access Representative 2
3 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly organized and detail-oriented Patient Access Representative 2 to join our team at the University of Miami. As a key member of our Patient Access department, you will play a critical role in ensuring the smooth registration process for patients receiving clinical services.Key ResponsibilitiesObtain and verify demographic,...
