Financial Advisor - Entry Level

Mutual of Omaha Financial Advisors; Evesham Township (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Unlimited income potential

Financial support during early years

Worldwide incentive travel

Access to complete line of insurance and financial products

Strong company ratings

Job summary

Mutual of Omaha Financial Advisors is looking for an Insurance Based Financial Advisor in Evesham Township, New Jersey. This role focuses on creating and maintaining financial stability for clients through trust-based relationships. Advisors will benefit from a comprehensive training program and support to develop a thriving practice.

Successful candidates will have the opportunity to earn unlimited income and participate in incentive travel to exciting locations. Candidates must obtain necessary licenses and possess strong organizational and interpersonal skills.

Qualifications

• Must have Life, accident & Health Insurance Licenses or ability to obtain.
• Encouraged to obtain Series 6/63 or Series 7 within one year.
• Must have reliable transportation.
• Able to work full time with schedule flexibility.
• Must consent to a background investigation.

Responsibilities

• Create and maintain financial stability for clients.
• Develop relationships based on trust and integrity.
• Use insurance as a foundation for financial advisory.
• Learn business essentials from industry leaders.

Skills

Leadership skills

Interpersonal skills

Self-motivation

Organizational skills

Education

Bachelor’s and/or Associate’s degree preferred

Job description

Job Description

As an Insurance Based Financial Advisor with Mutual of Omaha your goal is to create, maintain, and protect the financial stability for your clients. The main priority is developing relationships with your clients based on trust, honesty, and integrity. With your ability to assess a client’s current financial state and create a plan for a successful financial future, you’ll earn the respect of your clients and colleagues.

You’ll use insurance as a foundation on your path to becoming a Financial Advisor, starting by obtaining the appropriate insurance licensing for your state. When you help ensure that clients are financially prepared for life’s uncertainties, they can enjoy financial investments and plans of the present.

Whether you are just starting in the industry or want to further develop an existing practice, the Neil Chonofsky Division Office is dedicated to helping you toward many years of success.

Using a proven training program, you will learn business essentials from industry leaders and specialists. We’ll provide the tools to help you break into new niche markets, cultivate natural markets, and a referral process to take advantage of those markets. Most importantly, we will provide you with the stability and environment necessary to develop a thriving practice.

Mutual of Omaha offers one of the most comprehensive training programs in the industry. There are turn‑key lessons dedicated to getting you off to a fast start, as well as local and regional business and marketing support. We offer a clearly defined path to support your professional growth. By offering specialties in Insurance‑Based Financial Advising, we protect families and businesses against risk and life’s uncertainties.

There is also unparalleled management and development training available for those who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize in a particular arena of financial advising.

What motivates advisors? It’s what they consider their mission; helping protect individuals, families and businesses. Our agents make a real difference in people’s lives. Good planning can impact families for generations.

Benefits

• Unlimited income potential, plus bonuses & awards
• Financial support during your early years to help you build your business
• Worldwide incentive travel – some trips have included Hawaii, Rio de Janeiro and China
• Access to a complete line of insurance and financial products and services
• The backing of a strong, stable, and secure company
• Solid consumer brand awareness such as Mutual of Omaha’s Wild Kingdom, and key national sponsorships such as USA Swimming and the professional golfers on the PGA, LPGA and Nationwide tours
• National and local TV and print advertising focused on our products and services
• Strong company ratings from industry raters like A.M. Best, Standard & Poor's and Moody's Investors Service

Qualifications

• Must have Life, accident & Health Insurance Licenses or ability to obtain licenses prior to start date (prelicensing courses will be paid)
• Encouraged to obtain Series 6/63 or Series 7 within one year and Series 65 or 66 within the first two years of start date
• Must have reliable transportation (a reliable automobile is necessary)
• Bachelor’s and/or Associate’s degree preferred, or prior experience in the industry
• Able to work on a full‑time basis with schedule flexibility; must have good time‑management skills
• Must consent to a background investigation to establish eligibility
• Must have strong moral and ethical beliefs and a strong will to help others
• Must have a positive attitude, willingness to learn, and an understanding and belief in the importance of insurance and financial advising

Desired Skills & Experience

• Strong leadership and organizational skills; ability to develop into a mentor and ambassador
• Good interpersonal skills; ability to communicate with people
• Motivated and self‑driven; determined to be successful
• Entrepreneurial spirit to run your own business; responsible for development of self and staff
• Ability and willingness to implement existing systems and technology; eagerness to learn company methods