Introductory to a career in Financial Services

1. Welcome to
Mutual of Omaha’s
Introductory Career
Presentation
M26232_0911

2. Our Success Story
— Success
— Stability
— Longevity
— Growth
— Integrity
— Commitment

3. 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

4. Our Local Agency
— Territory
— Opportunity for new
and repeat sales
— Management team
— Advisors are key to our success

5. Range of Products & Services
— Individuals and families
— Businesses
— Retirement, funds, estate
planning

6. 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

7. Financial Opportunities
— Control your own financial
success
— Rewarded for results
— The more you sell, the more
you earn
—No Caps - No Limits - No Ceilings

8. Our Mission
— Important role of advisors
— Help others achieve
financial goals
— Peace of mind

9. 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

10. Profile of a Successful Advisor
— Overcome rejection
— Time management
— Prospecting
mentality
— Service-oriented
— Willing to learn
— Ability to close a Sell

11. Compensation Structure
— Commissions and bonuses
— Renewal and enhanced
renewal commission
— Start-up Incentive Pay Plan

12. Additional Incentives
— Worldwide travel
— Chairman’s Council
— Baseball Contest
— Other contests

13. Marketing Support
— We’ll help you make contacts,
sales
– Consumer marketing
– Personal branding/identity marketing
– Client development
– Prospecting
– Lead generation
– Shared responsibility

14. Personal Branding/
Identity Marketing
— Advisor image brochures
— Advisor Web sites
— Your ―elevator speech‖
— Business cards/e-mail signatures
— LinkedIn Profile

15. Client Connect Program
— E-mail marketing
— TOUCHpoints newsletter
— Greeting cards
— Client appreciation events

16. 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

17. Commitment to
Career Development
— Personal growth
— Opportunity for
professional growth
— Career path to become an
Insurance based financial
advisor
— Management opportunities

18. Education for
Professionalism
— One of the best in the industry
— Established career paths
— Income to help you build
your business
— Training: local and regional

19. 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

20. Lifelong Learning
— Industry education:
LUTCF, CLU, ChFC,
CFP, LTCP
— Home Office support:
FINRA/securities licenses
— Industry associations:
NAIFA, MDRT

21. Branding Support
— National television and print advertising
— Local agency advertising support
— Mutual of Omaha’s Wild Kingdom
— USA Swimming sponsorship
— Pro golfer sponsorships

22. Our Selection Process
— An important decision
— Selection process
— Career profile

23. What’s Next
— Individual interview
— State licensing
— Pre-contract
— Interim Sales and
Marketing Phase
— Career Start Date

24. Questions?
www.advisorcareers.com
Equal Opportunity Company