Sales Development Representative - Finance

Mutual of Omaha Advisors is hiring an onsite Sales Development Representative - Finance to participate in an education-based Accelerator Program designed to train participants to transition into a Financial Representative role. The program includes comprehensive training, mentorship, and a structured pathway into independent selling of Individual Insurance products.

Training and Program Overview

The role begins with a comprehensive training period to develop the skills needed to provide holistic financial advice to clients. You will complete program requirements, participate in ongoing evaluations, and progress through the pathway toward promotion into a Financial Representative position, supported by sales incentives.

Key Responsibilities

• Participate in a comprehensive program to build capabilities for providing holistic financial advice.
• Contribute to classroom discussions, attend goal-setting sessions, and participate in progress evaluation meetings.
• Gain direct sales experience marketing Individual Insurance products and complete a sales process competency test.
• Develop and maintain prospecting skills through research, targeting, networking, communication, and related activities using personal networks, community events, and social media.
• Learn product offerings in depth, demonstrating expertise in features and benefits.
• Manage the completion of content, proposals, and paperwork flow through the field and Home Office to support a seamless application and underwriting process.

Qualifications

• Meet all trainee program requirements and gain the skills and knowledge needed to excel.
• Obtain the required insurance licenses prior to starting employment, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and remain eligible on an ongoing basis, with securities licensing required within 24 months of program entry.
• Demonstrate strong self-motivation and results orientation, 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 require employment sponsorship now or at any point in the future.

What We Offer

• Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
• Training Completion Bonus: $1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
• Compensation After Training: An annual base plus unlimited monthly sales incentive upon completion of the trainee period.

Additional benefits and perks include a 401(k) plan with a 2% company contribution and a 6% company match, potential vacation for regular associates working 40 hours per week (up to 15 days per year, added to prorated personal time at your discretion), and dental, health, and vision insurance.

Preferred

• Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
• Bachelor’s degree or equivalent preferred but not required.

Pay and Work Location

• Pay: Up to $96,000.00 per year
• Work Location: In person (Richmond, VA)