Financial Representative

4 weeks ago


Springfield, Missouri, United States Mutual of Omaha Full time

Compelling Offer:

We are offering a highly competitive salary of $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.

About the Role:

This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. The program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.

Key Responsibilities:

  • You'll participate in a program to develop the skills required to provide holistic financial advice to clients.
  • You'll demonstrate appropriate skills and pass a sales process competency test.
  • You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • You'll cultivate and sustain strong relationships with internal business partners.
  • You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements:

  • You must be able to successfully achieve criteria of Trainee Program.
  • You must be able to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam
  • You must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
  • You must be highly self-motivated and results-oriented with ability to work independently and as part of a team.
  • You must be able to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings

Benefits:

  • We offer an education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • We provide Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
  • We offer Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • We provide Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.


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