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Financial Services Representative

Company: Alliant
Location: Omaha
Posted on: June 10, 2021

Job Description:

Insuractive is part of the Alliant family of companies. Insuractive is a provider of insurance products, services and information, dedicated to making the insurance shopping and buying process easy, enjoyable, clear and convenient. Our mission and intense focus on helping the customer understand today's countless insurance choices unite our independent brands and set us apart from others in the insurance industry.

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Insuractive is looking to fill a unique, one of a kind opportunity! We're looking for a Financial Advisor who would work with all of our existing clients in developing income and retirement plans. What does that mean to you? No real prospecting! If you are a self-starter, have experience in financial services, and have dealt with consumers directly in a marketing or sales capacity, this position is ideal for you.

Responsibilities include (but not limited to):

  • Call prospective as well as existing clients to review financial planning needs
  • Represent leading carriers with strong financial stability
  • Provide the client with the best solution based upon immediate need and budgetary concerns
  • Create an easy and enjoyable experience for all clients


  • Minimum of 3 years' selling annuities/financial planning products
  • Has or is willing to get Series 65 license with 90 days of employment
  • Life Insurance license required
  • Effective verbal communication skills while selling over the phone
  • Personable and professional
  • Passion to help others
  • Drive to succeed
  • High school diploma or GED with 3 years' general insurance industry or related field experience required

Perks and Benefits

  • No prospecting, we provide all sales leads
  • Competitive base salary + uncapped commission
  • Health insurance*
  • Dental and vision insurance*
  • 401(k) with company match
  • Paid time off
  • Wellness program including fresh fruit baskets and weekly massage therapist visits
  • Business casual with casual Friday dress
  • Stable, friendly and professional environment #LI-TP1

"Successful people do those things that failures refuse to do."

Keywords: Alliant, Omaha , Financial Services Representative, Other , Omaha, Nebraska

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