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Sales Development Representative - Finance

Mutual of Omaha Advisors Richmond, VA

Richmond, VA

Today

Up to $96k/yr Full time Business Development Client Outreach Client Prospecting

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Job Description

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)

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