FINANCIAL ADVISOR - INSURANCE BASED

Mutual of Omaha Financial Advisors; Independence Township (OH); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Unlimited income potential

Financial support during early years

Worldwide incentive travel

Job summary

Mutual of Omaha Financial Advisors is hiring an Insurance Based Financial Advisor in Independence Township, Ohio. This role focuses on creating and maintaining financial stability for clients and building trustworthy relationships. You will be guided by a robust training program to develop your practice successfully.

Candidates should possess or be able to obtain necessary insurance licenses, with preferred educational backgrounds in finance. The position offers unlimited income potential, bonuses, and support during the initial years.

Qualifications

• Must have Life, accident & Health Insurance Licenses or the ability to obtain them.
• Encouraged to obtain Series 6/63 or Series 7 within one year.
• Must have reliable transportation.
• Must have good time management skills.
• Consent to a full background investigation.
• Strong moral and ethical beliefs.

Responsibilities

• Create and maintain financial stability for clients.
• Develop relationships with clients based on trust and integrity.
• Help clients prepare for life's uncertainties using insurance.

Skills

Leadership and organizational skills

Interpersonal skills

Motivation and self-drive

Entrepreneurial spirit

Ability to implement technology

Education

Bachelor's and/or Associate's degree

Job description

Job Description

As an Insurance Based Financial Advisor with Mutual of Omaha Financial Advisors, your goal is to create, maintain, and protect the financial stability for your clients. The main priority is developing relationships with 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 will earn the respect of clients and colleagues.

You will 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. Tools are provided to help you break into new niche markets, cultivate natural markets, and build a referral process to take advantage of those markets. Most importantly, we provide the stability and environment necessary to develop a thriving practice.

Benefits

• Unlimited income potential, plus bonuses & other awards
• Financial support during early years to help build your business
• Worldwide incentive travel – some trips have included Hawaii, Rio de Janeiro, and China

Qualifications

Requirements:

• Must have Life, accident & Health Insurance Licenses or the ability to obtain licenses prior to your start date
• Encouraged to obtain Series 6/63 or Series 7 within one year and Series 65 or Series 66 within two years
• Must have reliable transportation (a reliable automobile is necessary for this position)
• 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 permitted). Must have good time management skills
• Must consent to a full background investigation which will serve as a factor in establishing eligibility for contracting with Mutual of Omaha
• Must have strong moral and ethical beliefs and a strong will to help others
• Must have a positive attitude, a willingness to learn, and an understanding and belief of the importance of insurance and financial advising

Desired Skills & Experience

• Strong leadership and organizational skills – you are as successful as you want to be with Mutual of Omaha. We want you to develop into a mentor and an ambassador for our company.
• Good interpersonal skills – you will meet new people regularly. The ability to communicate effectively is a key indicator of a successful advisor.
• Motivated and self-driven – this role requires dedication and a commitment to excellence.
• Entrepreneurial spirit to run your own business – you are your own boss with Mutual of Omaha. You decide when you want to work, and you are responsible for your own and your staff’s development.
• Ability and willingness to implement existing systems and technology – resources are available to support your success.

Job Location

We have offices located in Bell Bell, PA; Bethlehem, PA; Marlton, NJ; Hunt Valley, MD; Pittsburgh, PA; Cleveland, OH; Columbia, MD; and Rohoboth, DE. Please contact us to inquire about opportunities in these areas.