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.
Training Recruiting Specialist - Northern California DO
Basic Function: Work to build a successful team of advisors by sourcing, recruiting, selecting, and assisting with the development of candidates and new advisors based on the vision and goals of the division office.
Essential Job Functions:
1. Support the recruiting effort and target recruiting goals of the agency to include:
Generate a candidate pipeline utilizing various sources (internet, college, personal observation, referrals, etc.)
Establish professional relationships to identify potential candidates
Conduct candidate testing through the selection process
Develop a social media strategy for driving engagement to the division office page
Manage candidate pipeline
Support candidates through the process of transitioning into the advisor position
Review advisor contract and compensation arrangements with selected applicants to ensure there is a clear understanding and acceptance of contract and compensation provisions and clauses 2. Support the training effort and training goals of the agency to include:
Develop, implement and coordinate a training program and schedule for both new and veteran advisors
Conduct ongoing evaluation and analysis of program accuracy and effectiveness
Conduct new and veteran advisor training (CDP, product, sales methods, prospecting, etc.)
Evaluate advisors following their training
Maintain training records and results for all trainees
Work with the District Sales Managers and General Manager in managing the performance of new advisors while in training
Ensure that prerequisites are obtained for attendance in Home Office schools and overseeing licensing requirements of the advisors
Act as a continuing education coordinator for the office and maintaining records on advisor licenses and designations obtained
Promote advisor participation in industry associations 3. Stay current on all Company and industry training and recruiting information, materials, methods, programs and improvements to ensure Division Office activities are up-to-date and managed effectively. Make recommendations for enhancements as appropriate. Ensure all applications and forms are current and in compliance with Company recruiting practices.
4. Stay current and comply with all State Insurance Department license requirements as well as individual state continuing education requirements.
5. Continuously expand industry knowledge by joining industry associations and taking courses in an effort to obtain industry designations.
***Job may occasionally require standing for extended periods of time.
This job requires a background that demonstrates the following minimum knowledge, skills, talents and traits:
Strong training and motivation skills
Excellent communication, human relations, and negotiation skills
Knowledge of sales techniques and marketing philosophies
Current Life and Health license or ability to become licensed with Mutual, United and any required Affiliate Company in the state(s) required for the agency
Knowledge of Social media marketing Additional Preferred Qualifications:
Successful career as a Financial Advisor
Knowledge of local job market, established centers of influence, and/or relationships built with local universities
Previous recruiting or sales experience within local market
Knowledge of advisor contracting and compensation programs
Knowledge of applicable state laws and regulations regarding agent licensing and insurance sales preferred
Detailed product knowledge, with expertise in life, annuity, disability and critical illness insurance products.
Strong employee and advisor recruiting, selection, training and retention skills.
Current possession of or ability to attain Series 6 (Investment Company/Variable Contracts Limited Representative) and where applicable, Series 63 (Uniform Securities State Law Exam) registrations within 120 days of placement in the job. Series 26 (Investment Company/Variable Contracts Limited Principal) should be completed with in 90 days of appointment or receiving Securities License (S6 & S63)
Ability to travel 15-25%, depending on the territory. 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 pm CST.
For all other inquiries, contact our HR Helpline at 1-800-365-1405, option 4.
Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer, Minorities/Female/Disabled/Veteran
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