Financial Development Associate

2 weeks ago


Caguas, United States Mutual of Omaha Full time
Unlock Your Potential as a Financial Representative Trainee

Join Mutual of Omaha, a renowned insurance company, in its esteemed Financial Representative Trainee program. As a key player in our sales team, you will embark on an exciting journey to develop your skills and competencies in selling Individual Insurance products.


About the Role

We are seeking highly motivated and self-driven individuals to participate in our comprehensive training program. The ideal candidate will have a passion for innovation, a strong work ethic, and excellent communication skills. This role offers a unique opportunity to gain invaluable direct sales experience, cultivate relationships with internal business partners, and acquire in-depth knowledge of our product offerings.


Key Responsibilities
  • Participate in a structured curriculum designed to equip you with the skills necessary to provide holistic financial advice to clients.
  • Demonstrate proficiency in marketing Individual Insurance products to clients through direct sales experience.
  • Cultivate and sustain strong relationships with internal business partners, including acquiring an in-depth understanding of our product offerings.
  • Oversight of completion of content, proposals, and paperwork flow throughout the field and Home Office.

Requirements
  • Able to successfully achieve criteria of Trainee Program.
  • Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job.
  • Must pass the CRD/FINRA background check at hire and ongoing.
  • Highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • Ability to travel up to 50% of the work period and maintain a valid driver's license.

Benefits and Compensation

We offer a competitive hourly wage of $16/hour for up to 30 days, with the potential to be promoted to a Financial Representative with an annual base salary of $36,000 plus monthly sales incentive opportunities. Additionally, we provide benefits such as paid time off, sick leave, and a 401(k) plan with a 2% company contribution and 6% company match.



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