Financial Representative

Mutual of Omaha; Tampa (FL); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earn from $36,000-$75,000 in firstyear

$1000 bonus after trainee period

401(k) plan with 2% company contrib. +

6% company match

Paid vacation, personal time &holidays

Job summary

Mutual of Omaha in Tampa, FL invites you to join our Accelerator Program as a Financial Representative Trainee. This comprehensive trainee experience equips you to sell Individual Insurance products and build a sustainable financial practice under mentorship.

Through self-study, hands-on projects, and expert guidance, you’ll gain the skills to run your own business, complete licensing, and advance to an independent advisor within 24 months or less.

Qualifications

• Willingness to obtain insurance licenses prior to starting.
• Pass CRD/FINRA background check at hire and ongoing.
• Securities licensing required within 24 months of entry.
• Willingness to travel up to 50% in the local metro area.

Responsibilities

• Develop skills to provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Cultivate prospecting skills through networking and events.
• Learn product offerings and their features/benefits.
• Oversee content, proposals and paperwork flow for applications.

Skills

Direct sales

Networking

Communication

Goal setting

Research

Time management

Education

Bachelor's degree or equivalent

Job description

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. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.

WHAT WE CAN OFFER YOU:

• Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
• $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 within 24 months or less.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

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

WHAT YOU’LL BRING:

• 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 within the local metro area, 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.

PREFERRED:

• Knowledge of the Insurance/Financial Services industry, products and marketing practices.
• Bachelor's degree or equivalent preferred but not required.