Sales Development Representative - Finance

Build a holistic client practice through Mutual of Omaha Advisors’ Accelerator Program, transitioning from a trainee into a Financial Representative role.

Responsibilities

• Complete a comprehensive training program to develop skills needed to deliver holistic financial advice to clients.
• Participate in classroom discussions, goal-setting sessions, and progress evaluation meetings.
• Gain hands-on direct sales experience by marketing Individual Insurance products to clients.
• Work through a sales process competency test as part of the training experience.
• Develop and maintain prospecting capability through research, targeting, networking, communication, and related activities.
• Use personal networks, community events, and social media to support ongoing prospecting.
• Build detailed product knowledge and demonstrate expertise in product features and benefits.
• Coordinate the completion of content, proposals, and paperwork flow across field and Home Office teams to support a seamless application and underwriting process.

Requirements

• Successfully meet all trainee program requirements to build the skills and knowledge needed to excel.
• Obtain required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and on an ongoing basis.
• Complete securities licensing within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, with the ability to work independently and as part of a team.
• Maintain a valid U.S. driver’s license and have reliable transportation for meetings and appointments.
• Applicants must not now, nor at any point in the future, require sponsorship for employment.

Preferred

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

Compensation

• Up to $96,000/year

Benefits

• Hourly wage: $16/hour during the training period (up to 30 days).
• $1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
• After trainee period: promotion to a Financial Representative role with an annual base plus unlimited monthly sales incentive.
• 401(k): 2% company contribution and 6% company match.
• Dental insurance
• Health insurance
• Vision insurance
• Regular associates working 40 hours per week may earn up to 15 days of vacation each year (prorated personal time added for use at discretion).
• Education-based Accelerator Program designed to transition you into an independent Financial Advisor.

Work Location

• In person
• Richmond, VA (onsite)