Founded in 1909, Mutual of Omaha is a solid, family-oriented company that's reliable, trustworthy, knowledgeable and caring. We are a full-service, multi-line provider of insurance and financial services products for individuals, businesses and groups throughout the United States. We are committed to providing outstanding service to our policyholders. Our commitment to customer service is the cornerstone of our vision and values.
Mutual of Omaha is seeking a sales professional to join our Brokerage Sales team to expand our Life Insurance and Annuities sales. The individual that fills this role will join a company with a 100 year tradition of excellence and will have the following accountabilities:
Promotes and maintains positive relationships with brokerage distribution agencies, financial institutions, and Broker Dealers. Identifies and effectively resolves relationship/channel challenges that arise within the brokerage distribution arrangements or across various home office divisions.
Ability to bring new distribution/marketers to Mutual of Omaha/Companion.
Develops, negotiates, implements and documents marketing and activity action plans for brokerage distribution relationships to impact business results.
Defines objectives and agendas for travel plans which tie into client's business plan. Provides analysis and trip summary report on results of visits. Manages & reports on allocated budget for travel and entertainment expenses.
Monitors business plans and activities to ensure sales objectives are achieved. Implements action to impact business results when objectives are not achieved.
Directs and coordinates the training activities and product sales seminars for brokerage distribution hierarchy (clients).
Coordinates sales efforts within multiple home office functions including Actuarial, Information Services, Customer Service Division & Law Division to ensure commitments made in the brokerage distribution arrangements are delivered. Coordinates marketing and service activities to ensure appropriate material and support functions are developed effectively for distribution.
Provides input regarding strategic direction and position of brokerage distribution arrangements making recommendations for modifications as marketplace demands shift.
Remains current on industry shifts or changes related to product, compliance & carriers. Effectively documents and communicates necessary modifications to the appropriate home office areas to effect change.
This job requires a background that demonstrates the following minimum knowledge, skills, talents and traits:·
10 years of Brokerage Distribution Sales/Marketing experience
Advanced knowledge of multiple individual Life Insurance and Annuities products
Proven sales success and thorough experience in the life and annuity insurance industry, specifically managing relationships with Broker General Agents (BGA's)
Thorough understanding of and proven experience with various brokerage distribution channels
Strong interpersonal, negotiation, persuasion, presentation & training skills
Ability to transform information into action plans
Ability to travel approximately 60% of the work period
Preferred Qualifications:
Significant experience developing Broker General Agent (BGA) relationships in the State of New York
Advanced Broker Dealer and Wirehouse experience
Insurance industry licenses/designations
Physical Requirements for the Essential Job Functions
Key-boarding/Writing/Pinching (working primarily with fingers) 1-33% of the time
Handling (working primarily with hands such as grasping, turning, sorting) 1-33% of the time
Reaching above shoulder(s) 1-33% of the time
Sitting 34-66% of the time
Standing/Walking 34-66% of the time
Talking (required use of voice) > 66% of the time
Near Vision - Visual Acuity at 20 inches or less 34-66% of the time
Far Vision - Visual Acuity at 20 feet or more 34-66% of the time
Hearing 1-33% of the time
Travel 34-66% of the time
Operating a Motor Vehicle 34-66% of the time
Lifting/Carrying at 10-19 lbs, 1-32 reps per day / or 1-33%
Pushing/Pulling at 10-19 lbs, 1-32 reps per day / or 1-33%
Mutual of Omaha is an Equal Opportunity Employer
Mutual of Omaha - 10 months ago
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