Mutual of Omaha · 1 day ago
MOIS Rep Support Analyst - Omaha, NE (Hybrid)
Omaha, NE
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $80K/yrMutual of Omaha is seeking a MOIS Rep Support Analyst to provide support for Registered Reps, Investment Advisor Reps, and clients regarding operational procedures and technology solutions. The role focuses on ensuring high levels of customer satisfaction through training, problem resolution, and operational support.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
No H1B
Responsibilities
Provides service and support for distribution channels, responding to questions regarding products and processes, trouble-shooting error situations as needed to ensure producers have the support necessary to maintain strong relationships with their clients
Processes and enters information related to the establishment and maintenance of client accounts and facilitates other operational processes including trading in support of MOIS business activities
Reviews and oversees security processes based on the requirements of the Written Supervisory Procedures
Follows up on inconsistencies or issues, recommends potential solutions and ensures timely adherence
Coordinates the distribution of security related documents and/or activities to the appropriate area
Monitors responses to ensure areas take appropriate actions within the effective date/time frame
Contributes to various processes supporting producers’ insurance business as a part of Mutual of Omaha Marketing Corporation
Qualification
Required
Registration as a FINRA General Securities Representative AND as a FINRA General Securities Principal within the shorter timeframe of 120 days or after three attempts at the Series 7 exam; and Series 24 Exam
Eligible to be bonded and remain bonded
Ability to work efficiently in pressure situations and demonstrate a high level of flexibility, time-management, and communication skills in a rapidly changing environment
Considerable knowledge of securities and/or insurance laws, federal and state government laws/regulations
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do
Ability to work at our home office located in Omaha, Nebraska, in a hybrid environment
Preferred
Operational and client service experience at a registered Broker Dealer
Series 7 and Series 24 Exams
Experience supporting registered financial advisors
Benefits
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays.
Company
Mutual of Omaha
Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals.
Founded in 1909
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David A. Diamond
EVP, CFO and Treasurer (Retired)
Brian Poppe
SVP, Income and Wealth Planning
Recent News
2025-12-24
2025-11-15
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