Identify and promote the sale of retirement products and services; manage or participate in developing strategies.
Maintain and develop effective working relationships with sales firms and producers in non-established sales regions.
Deliver presentations and prepare results-oriented analysis and other marketing tasks.
Develop and monitor business plans and budgets to ensure sales quotas are achieved.
Attain personal sales goals as well as contribute to the attainment of team goals.
Identify plan design, demographics, required services, assets and other pertinent information to properly price and market products. Also meet all applicable compliance regulations.
Collect information needed to install contracts and transition to a Relationship Manager or other staff to direct case installation and ongoing administration and service.
Provide ongoing support for existing plans through producers, employers, internal staff and business partners to retain clients and secure additional assets from clients.
Stay abreast of industry and government changes affecting retirement plans. Maintain an awareness of existing territory and industry market trends. Develop and manage individual budget.
You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do
You are able to work remotely and have access to high-speed internet
You already possess - or can attain - FINRA Series 6 & Series 63 registrations within 90 days of employment.
Demonstrated success in multi-channel sales, including five years retirement plans/401(k) wholesaling experience.
Excellent defined contribution product experience and industry knowledge.
Strong knowledge of competitor products and services.
A seasoned understanding – and demonstrated success – in relationship sales in the retirement services marketplace.
Strong knowledge of capital markets and investment strategies.
Well-developed interpersonal skills and sales-related communication abilities, including strong presentation and consulting skills.
Ability to comprehend legal concepts, plan documents and trust instruments.
Motivation to work independently in a field sales environment.
A valid driver’s license and the ability to travel 80% of the work period
Mutual of Omaha is a Fortune 500 mutual insurance and financial services company based in Omaha, Nebraska. Founded in 1909 as Mutual Benefit Health & Accident Association, Mutual of Omaha is a financial organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. The company provides a variety of financial services, including Medicare Supplement, life insurance, long-term care coverage and annuities, as well as group coverage including life, disability and 401.