Lead Associate Financial Services Consultant – Hybrid

Mutual of Omaha • Full-time • Remote (NE, US) • $65k - $70k / year • 11h ago

Location: Hybrid, Nebraska
Work Type: Full Time Regular
Job No: 504648
Categories: Advisor
Application Closes: Closes Mar 17, 2026

2026-03-13

The Lead Associate Financial Services Consultant supports the insurance and investment needs of Mutual of Omaha associates, retirees, field employees, and their families while serving as a hands‑on, working lead within the Associates Financial Services Office. This role combines day‑to‑day team support with meaningful individual client interactions.

WHAT WE CAN OFFER YOU:

Estimated Salary: $65,000-70,000, plus annual bonus opportunity.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

Serve as a working lead within the Associates Financial Services Office by providing day‑to‑day direction, guidance, and support to associates, escalating complex or sensitive issues as needed.
Partner with leadership to coordinate work, manage schedules, and prioritize workloads to ensure timely and accurate service delivery.
Coach, mentor, and train team members, including supporting onboarding and ongoing development of new associates.
Market Mutual of Omaha insurance and investment products to eligible associates, retirees, and their families through presentations, seminars, lunch‑and‑learns, and orientation sessions; support internal educational outreach efforts as needed.
Ensure compliance with all applicable state, federal, and corporate regulations, sales practices, and licensing requirements, while completing continuing education to remain current on products and industry standards.

WHAT YOU’LL BRING:

Strong knowledge of life, health, annuity, and property/casualty insurance coverages, as well as retirement and estate planning concepts.
In‑depth understanding of insurance contract administration, servicing practices, and related regulatory requirements.
Effective marketing, communication, and interpersonal skills with the ability to build trust and influence others.
Background in financial planning and individual insurance marketing and sales, with solid PC and system skills.
Active health and life insurance license (or ability to obtain), along with FINRA registration (SIE and Series 6 or 7, and Series 63 if applicable) within six months of hire.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Ability to work at our home office located in Omaha, Nebraska, in a hybrid environment.

PREFERRED:

5+ years of experience selling Mutual of Omaha insurance products.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

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