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401(K) Field Relationship Manager

Mutual of Omaha

in Addison TX / Bethany OK / Bonner Springs KS / Grandview MO

Mutual of Omaha

Manage retirement plan client relationships to promote retention and satisfaction. Identify and develop strategies for additional sales opportunities with existing producer and customer relationships. This position can work from Texas, Kansas, Missouri or Oklahoma.

Essential Job Functions:

  • Maintain and develop relationships in person and via the telephone with plan sponsors and financial advisors to ensure effective service and contribute to retention efforts.
  • Identify and influence key plan decision makers.
  • Explain product features and communicate guidelines, regulations and procedures to appropriate parties.
  • Conduct Annual Plan Review meetings with plan sponsor executives and financial advisors.
  • Conduct participant enrollment or education meetings.
  • Maintain and develop relationships with vendor partners.
  • Support sales efforts by participating in producer and prospective client meetings.
  • This position requires:
    • up to 60% travel, which may include flying and/or driving and some overnight stays.
    • sitting over 66% of the time.
    • Visual Acuity at 20 inches (or less) over 66% of the time.

Minimum Qualifications:

  • Licensed agent and NASD Registered Representative, actively pursuing or ability to obtain within 6 months
  • Excellent understanding of 401(k) rules and regulations
  • Strong oral, written and presentation skills
  • Exceptional organizational and customer service skills
  • Understanding of competitor products and services
  • Ability to travel up to 60% of the work period and have a valid driver's license

Preferred Qualifications:

  • 3+ years of experience with 401(k) administrative experience
  • Spanish / English Bi-lingual abilities a plus but not required

If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7 am to 4:30 pm CST.

For all other inquiries, contact our HR Helpline at 1-800-365-1405.

Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer, Minorities/Female/Disabled/Veteran

To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.

How to Apply

Apply online using this link.


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