Lead Associate Financial Services Consultant – Hybrid

Overview

Location: Hybrid remote in Nebraska | Employment Type: Full Time Regular | Job No: 504648 | Category: Advisor | Application Closes: March 17, 2026

Role summary

The Lead Associate Financial Services Consultant assists the insurance and investment needs of Mutual of Omaha associates, retirees, field staff, and their families. The role serves as a hands-on working lead within the Associates Financial Services Office, combining daily team support with meaningful individual client interactions.

What we offer

• Estimated Salary: $65,000-$70,000, plus an annual bonus opportunity.
• 401(k) plan with a 2% company contribution and a 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 will do

• Act as a working lead within the Associates Financial Services Office, providing day-to-day direction, guidance, and support to associates, escalating complex or sensitive issues as needed.
• Collaborate with leadership to coordinate work, manage schedules, and prioritize workloads to ensure timely and accurate service delivery.
• Coach, mentor, and train team members, including 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 stay current on products and industry standards.

What you will bring

• Strong knowledge of life, health, annuity, and property/casualty insurance coverages, plus 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.
• Supports a culture of diversity and inclusion, values diverse ideas and opinions, and engages with curiosity in all that you do.
• Ability to work at the home office in Omaha, Nebraska, in a hybrid environment.

Preferred qualifications

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

Location and work environment

Hybrid work arrangement with the ability to work from the home office located in Omaha, Nebraska.

How to apply

If your experience aligns with the listed requirements, submit your application. For questions about your application or the hiring process, email our Talent Acquisition team at [email protected]. Please allow at least one week from the time of applying if you are checking on the status.