Senior Financial Services Representative
3 weeks ago
Grow Your Career in Financial Services
We are seeking a motivated and results-driven Senior Financial Services Representative to join our team at Mutual of Omaha. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with clients, identifying opportunities to provide holistic financial advice, and selling individual insurance products.
About the Role:
- As a Senior Financial Services Representative, you will participate in a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in the field of financial services.
- You will work closely with internal business partners to cultivate and sustain strong relationships with clients, while also acquiring an in-depth understanding of our product offerings and their features and benefits.
- Your primary focus will be on providing exceptional customer service, building trust with clients, and identifying opportunities to sell individual insurance products.
- In addition to your sales responsibilities, you will also oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Requirements:
- A high school diploma or equivalent is required; a Bachelor's degree or higher is preferred but not required.
- You must have the ability to successfully achieve the criteria of the Trainee Program, including passing and applying for appropriate insurance licenses within 14 days of entry into the job.
- Strong communication and interpersonal skills are essential, as well as the ability to work independently and as part of a team.
- Travel may be required up to 50% of the work period, and you must maintain a valid driver's license to attend appointments and meetings.
Benefits:
- An estimated salary range of $36,000 per year, plus monthly sales incentives.
- A comprehensive benefits package, including a 401(k) plan with a 2% company contribution and 6% company match.
- The opportunity to work with a reputable company in the financial services industry, known for its commitment to diversity and inclusion.
- Ongoing training and development opportunities to help you grow your career in financial services.
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