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Advanced Markets Consultant - Remote

Remote: 
Full Remote
Contract: 
Freelance
Salary: 
123 - 166K yearly
Experience: 
Senior (5-10 years)
Work from: 
United States

Offer summary

Qualifications:

5+ years in finance or estate planning, Strong presentation and communication skills, Leadership capabilities and organization, JD or CPA designation preferred.

Key responsabilities:

  • Provide tailored estate and retirement planning
  • Create and deliver impactful training sessions

Mutual of Omaha logo
Mutual of Omaha Financial Services Large https://www.mutualofomaha.com/
1001 - 5000 Employees
About Mutual of Omaha
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
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Job description

As an Advanced Markets Consultant, you’ll provide consultation and training to producers, empowering them to succeed in estate planning, business continuation, retirement planning, and more. Join a dynamic team that blends financial expertise with relationship-building and cutting-edge market insights.

 

WHAT WE CAN OFFER YOU:

 

  • Estimated Salary: $123,000 - $166,000 plus annual bonus opportunity.
  • Remote opportunity.
  • Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.

WHAT YOU'LL DO:

 

  • Case Consultation: Partner with producers, wholesalers, and advisors to provide tailored estate, business, and retirement planning solutions.
  • Training & Development: Create and deliver impactful training through in-person seminars, webinars, and workshops.
  • Sales Strategy: Develop strategies to maximize product sales (life insurance, annuities, long-term care, etc.), collaborating across multiple distribution channels.
  • Market Insights: Stay ahead of legislative and industry changes to identify new planning opportunities.
  • Product Influence: Consult with product teams to ensure offerings are competitive, profitable, and aligned with client needs.

WHAT YOU’LL BRING:

 

  • 5+ years of experience in accounting, finance, tax, estate planning, or related fields.
  • Strong presentation, communication, and organizational skills.
  • Ability to build relationships and provide consultative support to producers and advisors.
  • Leadership skills and attention to detail, even under tight deadlines.
  • Willingness to travel as business needs dictate.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
  • Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.

PREFERRED:

 

  • JD or CPA designation.
  • Advanced knowledge of insurance and financial products.
  • Designations like CLU, ChFC, or CFP.
  • FINRA Series 6/7, 63, or 65/66 registrations.

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

 

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.

 

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Business ContinuityFinancial TradingRetirement PlanningEstate PlanningFinanceAccountingSales StrategyUse TaxJdom

Other Skills

  • Presentations
  • Communication
  • Organizational Skills
  • Relationship Building
  • Detail Oriented
  • Leadership
  • Consultative Approaches
Are you interested?

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