Financial Representative Trainee (Sales) - Tampa, FL

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

Benefits offered by this job

401(k) with company match

Paid holidays

Vacation & personal time

Job summary

Mutual of Omaha Insurance Co. in Tampa, FL is offering a Financial Representative Trainee program to build a holistic financial practice and learn to sell Individual Insurance products.

This Accelerator Program combines self-study, hands-on projects and mentorship to prepare you for independent advisory work within 24 months, with earnings potential from $36,000 to $75,000 in the first year and a $1,000 promotion bonus upon successful completion.

Qualifications

• 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; securities licensing required within 24 months.
• Be highly self-motivated and results-oriented, working 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.
• Promote a culture of diversity and inclusion, listen courageously and stay curious.

Responsibilities

• Develop the skills to provide holistic financial advice to clients; participate in classroom discussions and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products and pass a sales-process competency test.
• Cultivate prospecting skills via networks, events, and social media to build a client base.
• Acquire in-depth understanding of product offerings and demonstrate their features and benefits.
• Oversee completion of content, proposals and paperwork flow through field and Home Office for a smooth underwriting process.

Skills

Self-motivation

Sales aptitude

Networking

Communication skills

Teamwork

Education

Bachelor's degree preferred

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.
  

You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.