Job no: 497401
Work type: Full Time Regular
Location: Indiana, Kentucky, Ohio
Contribute to the growth and profitability in the Retirement Plans Division wholesaling retirement plans through financial intermediaries in a defined geographic territory (Ohio, Kentucky, Indiana). Responsibilities include attainment of specific sales objectives, achievement of activity metrics, and developing and executing on a comprehensive business plan. This position is an entry level external wholesaling opportunity for an individual looking for a career path.
WHAT YOU'LL DO:
Maintain and develop effective working relationships with sales firms and producers in a non-established sales territory. Identify and promote the sale of retirement products and services. Lead or participate in developing strategies to sell retirement products and services. Deliver presentations and prepare competitive analysis and other marketing tasks. Develop and monitor business plans and budget to ensure sales quotas are achieved for assigned firms and/or producers. 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 retirement products and meet all applicable compliance regulations. Collect information needed to install the contract and transition the sold cases 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.
Ability to travel 50% of the work period.
Possess, or attain FINRA Series 6 & Series 63 registrations within 90 days of placement in the job.
Demonstrated success in multi-channel sales, including retirement plans/401(k) wholesaling experience.
Defined contribution product and industry knowledge.
Knowledge of competitor products and services.
Understanding and demonstrated success in relationship sales in the retirement services marketplace.
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.
Self-motivated, with ability to work independently in a field sales environment.
Valid Driver's License
Ability to travel 50%
Registration as an Investment Advisor Representative
WHAT WE CAN OFFER YOU:
A diverse workplace where associates feel a sense of belonging
An organization that feels like a small, close-knit community and has the strength of a Fortune 500 company
Tuition reimbursement, training and career development
Competitive salary, incentives, 401(k), flexible work schedules and a healthy amount of time off
MUTUAL OF OMAHA:
Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path.
From day one, you'll have the tools to be your best self at work. Here you'll do meaningful work and your talents will have a positive impact on peoples' lives as we help our customers protect what they care about and achieve their financial goals.
Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged ... feel a sense of belonging ... and contribute to the company's exceptional future.
Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER.
For inquiries about the position or application process, contact our HR Helpline at 1-800-365-1405.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7 am to 4:30 pm CST we will reply within 24 hours.
Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.
Advertised: Jul 31, 2020 09:00 AM Eastern Daylight Time
Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer, Minorities/Female/Disabled/Veteran.