Field Development Supervisor (Mutual of Omaha Advisors) – Milwaukee, WI (Relocation Assistance Available)

Location: Wisconsin
Work Type: Full Time Regular
Job No: 502982
Categories: Sales
Application Closes: Open Until Filled

We are seeking a dynamic Field Development Supervisor to oversee and elevate the performance of our financial representatives. Join our team and take charge of ensuring training development leads to growth and success for new financial representatives all while fostering a collaborative and supportive environment.

WHAT WE CAN OFFER YOU:

• Compensation range: $65,000 - $130,000+;  base salary is $65,000, incentive compensation is unlimited.
• , 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.
• Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. [remove if open to sponsorship]

WHAT YOU'LL DO:

• Train and develop productive financial representatives through marketing, prospecting, and sales strategies.
• You’ll provide ongoing training and development for each reporting financial representative to include, though not limited to: activity management, weekly skill-building, coaching and field training (demonstration and case design).
• You’ll build and maintain a positive representation of Mutual of Omaha in the local community and insurance industry.
• Foster effective relationships with various departments to achieve revenue, sales, and customer growth goals.

WHAT YOU’LL BRING:

• In depth knowledge of the insurance industry practices and trends, current sales methodology, business and personnel management principles and practices, multi-line insurance fundamentals, state and federal regulations.
• Proven sales skills and the ability to motivate others.
• Current Life and Health License with the ability to become licensed with Mutual, United and any required Affiliate Company in the state(s) required for the agency.
• Access to reliable transportation and ability to travel up to 65% within the city, to and from client sites. 
• Registration as a licensed FINRA Registered Representative (SIE, Series 6/7 or equivalent license, and Series 63 if applicable), Registration as an Investment Advisor Representative (Series 65/66), Registration as a FINRA Securities Principal (Series 24/26).
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

*Individuals who do not meet the above requirements upon hire will be required to obtain the required licenses. The specified time period requires an individual to successfully open their window for the 1st outstanding licenses after the first 90 days of employment, if applicable. Each remaining license must be obtained every 6 months thereafter until all registration requirements are fulfilled (SIE, S6, S63, S65, S26, or equivalent).

PREFERRED:

• Detailed product knowledge, with expertise in life, annuity, disability and critical illness insurance products.
• Proficiency in applicable software and technology including Microsoft Office and Salesforce.
• Strong employee and agent recruiting, selection, training and retention skills and the ability to prepare and implement marketing and prospecting plans. 

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 , email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status.

#mutualofomaha

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”.

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

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