8420 W Dodge Rd #510, Omaha, NE 68114, USA Req #2727
Friday, October 18, 2024
Alliant Insurance is hiring a Home Office (Investment) Advisor for our Senior Market Sales: Sequent Planning LLC office in Omaha, NE!
- Monday - Thursday 7:30am - 4:30pm, Friday 7:30am - 3:00pm
- Compensation is a combination of base salary + incentive
SUMMARY
Responsible for outside sales, supporting the national expansion of Sequent Planning, a registered investment advisor; including support for the Agency's Investment Advisory Representatives (IARs); and partnerships with independent insurance agents and agencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for outside sales, which includes regularly meeting with clients and customers offsite (away from home office).
- Investment Advisory Representative Support: Support the IARs by creating financial plans utilizing the four software modules offered by Sequent: Total Social Security/ Tax Clarity/ Income ArchiTech/ and SmartRisk. Further supporting the IARs regarding research, questions and answers, and recommendations for investment strategies including the Sequent SmartRisk portfolios.
- Partnership Support: Supporting the partner’s business objective to either a) become or add a Sequent IAR to their existing business model or b) enter a referral arrangement and provide the full-range of IAR services to that client base from the Home Office, which will include business trips to meet clients in person.
- IAR Care/Business Management: Act as a main point of contact and deal effectively with queries from IARs and other parties through effective communication; Manage and resolve IAR service issues; Establish and build strong relationships with IARs and attend client meetings with IAR if required; Assist with training needs of the IARs.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree required in Business or Finance preferred
Two (2) or more years in financial services industry or related field experience
Series 65 (FINRA Series 6/7 + Series 66) or CFP (Charter Financial Planner) required
Series 65 (FINRA Series 6/7 + Series 66) within 90 days
Life & Health License a plus
SKILLS
Working knowledge of financial planning/advisory services and insurance services industries.
Working knowledge of and ability to use job specific tools and terminology.
Knowledge of the securities industry, financial planning and investment management.
Ability to communicate effectively, both orally and in writing, in a constructive manner.
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
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