introductory career

24
Welcome to Mutual of Omaha’s Introductory Career Presentation M26232_0911

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Page 1: Introductory Career

Welcome to

Mutual of Omaha’s

Introductory Career

Presentation

M26232_0911

Page 2: Introductory Career

Our Success Story

— Success

— Stability

— Longevity

— Growth

— Integrity

— Commitment

Page 3: Introductory Career

Who We Are

— Outstanding service since 1909

— Paid nearly $3.6 billion in

benefits

to policyholders in 2010

—$26.9 billion of assets under

management

— Solid financial and

performance ratings

Page 4: Introductory Career

Our Local Agency

— Territory

— Opportunity for new

and repeat sales

— Management team

— Advisors are key to our success

Page 5: Introductory Career

Range of Products & Services

— Individuals and families

— Businesses

— Retirement, funds, estate

planning

Page 6: Introductory Career

Career Advantages with Us

— Control your job security

— Financial success

— Make a difference in peoples’

lives

— Leadership Development

— Team-oriented environment

— Career Path into management

Page 7: Introductory Career

Financial Opportunities

— Control your own financial

success

— Rewarded for results

— The more you sell, the more

you earn

—No Caps - No Limits - No Ceilings

Page 8: Introductory Career

Our Mission

— Important role of advisors

— Help others achieve

financial goals

— Peace of mind

Page 9: Introductory Career

Profile of a Successful Advisor

— Takes on a challenge

— Desire and commitment to

succeed

— Dedicated to a Career Path

— Wants to make a difference in

people’s lives

Page 10: Introductory Career

Profile of a Successful Advisor

— Overcome rejection

— Time management

— Prospecting

mentality

— Service-oriented

— Willing to learn

— Ability to close a Sell

Page 11: Introductory Career

Compensation Structure

— Commissions and bonuses

— Renewal and enhanced

renewal commission

— Start-up Incentive Pay Plan

Page 12: Introductory Career

Additional Incentives

— Worldwide travel

— Chairman’s Council

— Baseball Contest

— Other contests

Page 13: Introductory Career

Marketing Support

— We’ll help you make contacts,

sales

– Consumer marketing

– Personal branding/identity marketing

– Client development

– Prospecting

– Lead generation

– Shared responsibility

Page 14: Introductory Career

Personal Branding/

Identity Marketing

— Advisor image brochures

— Advisor Web sites

— Your ―elevator speech‖

— Business cards/e-mail signatures

— LinkedIn Profile

Page 15: Introductory Career

Client Connect Program

— E-mail marketing

— TOUCHpoints newsletter

— Greeting cards

— Client appreciation events

Page 16: Introductory Career

Prospecting

— Small business marketing

— Association Marketing

Nearly 500 associations nationwide

— National Small Business Association

— American Advertising Federation

— National Association for Female

Executives

— National Livestock Producers

Association

— Association of Retired Americans

— State and local associations

Page 17: Introductory Career

Commitment to

Career Development

— Personal growth

— Opportunity for

professional growth

— Career path to become an

Insurance based financial

advisor

— Management opportunities

Page 18: Introductory Career

Education for

Professionalism

— One of the best in the industry

— Established career paths

— Income to help you build

your business

— Training: local and regional

Page 19: Introductory Career

Career Development

— Financial advisor career path–Year 1: Develop skills, get your securities

license

– Years 2-3: Career Growth , Grow your business, become a financial advisor

– Years 4-5 : Value-Added Advisor

Registered Investment Advisor (RIA)

Investment Advisor Representative (IAR)

— Field leadership opportunities

Page 20: Introductory Career

Lifelong Learning

— Industry education:

LUTCF, CLU, ChFC,

CFP, LTCP

— Home Office support:

FINRA/securities licenses

— Industry associations:

NAIFA, MDRT

Page 21: Introductory Career

Branding Support

— National television and print advertising

— Local agency advertising support

— Mutual of Omaha’s Wild Kingdom

— USA Swimming sponsorship

— Pro golfer sponsorships

Page 22: Introductory Career

Our Selection Process

— An important decision

— Selection process

— Career profile

Page 23: Introductory Career

What’s Next

— Individual interview

— State licensing

— Pre-contract

— Interim Sales and

Marketing Phase

— Career Start Date

Page 24: Introductory Career

Questions?

www.advisorcareers.com

Equal Opportunity Company