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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and organizational skills while providing support to sales teams and building relationships with advisors. Proficient in lead prospecting and familiar with financial products such as annuities and mutual funds.
Highest-signal resume keywords
FINRA Securities Industry Essentials Exam (SIE)Series 6/7 LicenseSeries 63 LicenseSalesforce ProficiencyLead Prospecting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead ProspectingCross-SellingCampaign ManagementAppointment SettingFinancial Product Knowledge
Soft Skills
Strong Communication SkillsRelationship BuildingOrganizational Skills
Tools & Technologies
OutlookMicrosoft WordMicrosoft ExcelSalesforce
Certifications & Qualifications
FINRA Securities Industry Essentials Exam (SIE)Series 6 LicenseSeries 7 LicenseSeries 63 License
Industry Keywords
Consumer Markets DivisionWholesalingAnnuitiesMutual Funds
About the role
Key responsibilities & impact- Provide support to the Consumer Markets Division sales team
- Assist advisors by supporting Wholesaling Teams
- Make outbound prospecting, cross-selling, campaign, and appointment calls to advisors
- Support the department interns
- Shadow Internal Wholesalers to understand successful product sales
- Collaborate with Internal Wholesaling Management, Regional Internal Wholesalers, and External Wholesalers
Requirements
What you’ll need- Must be willing and able to obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License within 90 days of starting the position
- Strong communication skills, both written and verbal
- Ability to build relationships over the phone
- Ability to prospect for leads and follow up on them
- Strong organizational skills
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred
- Proficiency with Outlook, Microsoft Word & Excel, and Salesforce
- Onsite in Omaha, NE four days per week
Benefits
Comp & perks- Paid study time
- Mentorship to help obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63
- Medical, Dental, Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
- Flexible benefits tailored to employee needs