Business Development Financial Associate

3 days ago


Coffeyville, Kansas, United States Mutual of Omaha Full time

Compelling Opportunity for Career Advancement

In this dynamic and comprehensive program, you will have the chance to develop essential skills required to provide holistic financial advice to clients. The role of a Financial Representative Trainee is an excellent opportunity to embark on a structured curriculum that equips you with the knowledge and competencies necessary to excel in selling Individual Insurance products.

About the Position:

  • You will participate in a thorough training program designed to help you achieve your goals and progress evaluation meetings.
  • Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
  • Cultivate and sustain strong relationships with internal business partners and acquire an in-depth understanding of our product offerings.
  • Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Key Responsibilities:

  • Demonstrate ability to successfully achieve criteria of Trainee Program.
  • PASS AND APPLY FOR APPROPRIATE INSURANCE LICENSES WITHIN 14 DAYS OF ENTRY INTO THE JOB.
  • Maintain a valid driver's license in order to attend appointments and meetings.
  • Travel up to 50% of the work period.

Required Skills and Qualifications:

  • Ability to pass CRD/FINRA background check at hire and ongoing.
  • Able to work independently and as part of a team.
  • Highly self-motivated and results-oriented.
  • Promote a culture of diversity and inclusion.

Benefits and Perks:

  • $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.


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