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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.

Mutual of Omaha is a solid, family-oriented company that&rsquo;s reliable, trustworthy, knowledgeable and caring. We are a full-service, multi-line provider of insurance and financial service products for individuals, businesses and groups throughout the United States. We are committed to providing outstanding service to our policyholders and our dedication to customer service is the cornerstone of our vision and values.
Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.
Vision:
For every customer a financial future imagined, planned, and secured.
Values: 
1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness.
Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org). Home Office Address: Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates, Mutual of Omaha Plaza, Omaha, NE 68175. Mutual of Omaha Insurance Company is licensed nationwide. E ach underwriting company is responsible for its own contractual and financial obligations. AFN46357
Specialties
Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, 401k, Career Opportunities, Employee Benefits, Financial Advisors

Mutual of Omaha Insurance Company

Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico

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This role is crucial in delivering a "white-glove" experience to our clients by providing frontline financial support to merchants, assisting with payment processing, troubleshooting financial-related issues, and ensuring smooth transactions. Position Overview: We are looking for a dedicated Specialist I, Financial Support (Call Center) to join our Customer Success Department and serve as the primary contact for new and existing merchants who require technical and financial support.

Payroc LLC

Specialist I, Financial Support (Call Center)

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Magellan Health Inc

Personal Financial Counselor-PFC Fort Allen, PR

Personal Financial Counselor, PFC-Puerto Rico

Manage and support Talent Acquisition Corporate Requirement Validation unit's internal processes for job employment screenings to internal and external candidates in activities such as tests, background checks, drug testing and other related processes. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

Popular Inc

HR Representative (Seasonal)

Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. Provides exceptional customer service by assisting clients with their bank transaction such as: receiving checks and cash for deposit, verifies amount, and examines checks for endorsements, place holds on accounts for uncollected funds.

Part Time Bank Representative- Región Sur (Guayanilla, Peñuelas & Yauco)

Part-Time Bank Representative - Metro Region (San Juan, Guaynabo)

Part Time Bank Representative- Región Norte (Bayamón & Utuado) 1

Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. Executes routine inbound and outbound call center activities concerning the bank products and services, using alternatives as per quick references, scripts, and established guidelines and under supervision, to meet business expectations.

Fraud Monitoring Representative - Part Time & Full Time

Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. This position plays an important role as part of the disbursement of new loan accounting entries, also are responsible for managing maintenance and service requests for consumer credit products on the Banks internal platforms.

Service Representative

What you will do: You'll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. Customize each system to fit the business's layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work.

ADT Inc

Business Sales Representative

Actively seek out all prospective new candidates for the Group's Product and Services Assist Clients with the processing of application forms and payment of premiums Arrange for Clients to have medicals completed Ensure all requirements are completed for Underwriter to make decisions on the applications presented Meet with Clients at locations and times convenient to them for service reviews and new business opportunities. Assist with special exercises and reports organised by and/or required by the Financial Service Centre (FSC).

Financial Representative Jobs in Puerto Rico

Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Mutual of Omaha Insurance Company

Specialist I, Financial Support (Call Center) Payroc LLC

Personal Financial Counselor-PFC Fort Allen, PR Magellan Health Inc

Personal Financial Counselor, PFC-Puerto Rico Magellan Health Inc

HR Representative (Seasonal) Popular Inc

Part Time Bank Representative- Región Sur (Guayanilla, Peñuelas & Yauco) Popular Inc

Part-Time Bank Representative - Metro Region (San Juan, Guaynabo) Popular Inc

Part Time Bank Representative- Región Norte (Bayamón & Utuado) 1 Popular Inc

Fraud Monitoring Representative - Part Time & Full Time Popular Inc

Service Representative Popular Inc

Business Sales Representative ADT Inc

Sales Representative The Maritime Financial Group

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