Job Description

Location: Nebraska

Work Type: Full Time Regular

Job No: 504229

Categories: Customer Service, Advisor

Application Closes: Closes Oct 10, 2025

2025-10-01

Provides support for all MOIS Registered Reps, Investment Advisor Reps, and clients in the areas of operational procedures and technology solutions. Ensures we are providing the highest level of customer satisfaction by initiating operations and technology training, problem resolution and/or corrective action in an efficient and effective manner.

WHAT WE CAN OFFER YOU:

• Estimated Salary: $65,000-$80,000, 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:

• Provides service and support for distribution channels, responding to questions regarding products and processes, trouble-shooting error situations as needed to ensure producers have the support necessary to maintain strong relationships with their clients. Contributes to retention through promotion and maintenance of positive relationships with producers. Identifies and assists in the resolution of various product and technology issues or concerns.
• Processes and enters information related to the establishment and maintenance of client accounts and facilitates other operational processes including trading in support of MOIS business activities.
• Reviews and oversees security processes based on the requirements of the Written Supervisory Procedures. Follows up on inconsistencies or issues, recommends potential solutions and ensures timely adherence.
• Coordinates the distribution of security related documents and/or activities to the appropriate area. Monitors responses to ensure areas take appropriate actions within the effective date/time frame.
• Contributes to various processes supporting producers’ insurance business as a part of Mutual of Omaha Marketing Corporation.

WHAT YOU’LL BRING:

• Registration as a FINRA General Securities Representative AND as a FINRA General Securities Principal within the shorter timeframe of 120 days or after three attempts at the Series 7 exam; and Series 24 Exam
• Eligible to be bonded and remain bonded.
• Ability to work efficiently in pressure situations and demonstrate a high level of flexibility, time-management, and communication skills in a rapidly changing environment.
• Considerable knowledge of securities and/or insurance laws, federal and state government laws/regulations.
• 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:

• Operational and client service experience at a registered Broker Dealer
• Series 7 and Series 24 Exams.
• Experience supporting registered financial advisors.

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 [email protected]. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams
Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

Fair Chance Notices

#Circa

Need help? Email Us

Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Job Tags

Similar Jobs