Top 327 Financial technology associate Jobs in Omaha Ne

Sr Wholesaler Concierge Desk Associate
Pacific Life —Omaha, NE
- $80,820 - $98,780 a year
- Full-time
- Marketing
- Research
- Office
- Paid parental leave
- Paid holidays
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Experience Manager
Ulta Beauty, Inc. —Omaha, NE
- Weekends as needed
- Cosmetology License
- Merchandising
- Data analysis skills
Associate Regional Administrator
Durham Staffing Solutions —Omaha, NE
- Full-time
- Background check
- Addiction Medicine
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Retail Sales Associate
Ariat International —Gretna, NE
- $15 - $16 an hour
- Overtime
- Customer service
- Merchandising
- High school diploma or GED
- Store discount
- Paid holidays
Quick Apply
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Branch Office Administrator
Edward Jones —Omaha, NE
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- Spanish
- English
- High school diploma or GED
- 401(k)
Branch Office Administrator
Edward Jones —Blair, NE
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
MSC Seller
MSC —Omaha, NE
- From $85,500 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
14d
Move Money Solutions Associate
Charles Schwab —Omaha, NE
- $24.52 - $27.88 an hour
- Hybrid work
- Computer literacy
- Research
- Office
- Paid parental leave
- Employee stock purchase plan
6d
Research Associate
Federal Reserve Bank of Kansas City —Omaha, NE
- $59,000 - $90,800 a year
- Full-time
- Mid-level
- Office
- Master's degree
Client Associate
D.A. Davidson —Omaha, NE
- Full-time
- Microsoft Outlook
- Research
- Office
- Paid holidays
- Health insurance
Part Time (30 Hours) Associate Banker, Nebraska Market, Omaha, NE
JPMorganChase —Omaha, NE
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
10d
ACCOUNTING ASSOCIATE - OMAHA, NE
Canteen —Omaha, NE
- $23 - $25 an hour
- Urgently hiring
- Background check
- Microsoft Excel
- Customer service
- Commuter assistance
- Disability insurance
Quick Apply
Client Service Associate
Edelman Financial Engines, LLC —Omaha, NE
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
10d
Community & Business Banker
First Interstate Bank —Omaha, NE
- Full-time
- Computer literacy
- Basic math
- Office
- Paid holidays
- Paid time off
Cafe Associate
Sam's Club —Omaha, NE
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Retail Sales Associate
Best Buy —Omaha, NE
- $15.00 - $17.88 an hour
- Part-time
- Cleaning
- Entry level
- Under 1 year
- Paid time off
- Employee discount
Sales & Service Representative (Universal Banker)
First Citizens Bank —Omaha, NE
- Full-time
- Office
- High school diploma or GED
- Communication skills
10d

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financial technology associate jobs near omaha ne

Sr Wholesaler Concierge Desk Associate

Pacific Life -
Omaha, NE

Apply Now

Job Details

Full-time
$80,820 - $98,780 a year

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Benefits from day one
Life insurance

Qualifications

Non-technical user support
Life Insurance License
Stakeholder engagement
Series 6
Cvent
Economics
Video tutorial instructional content development
Webinars
Sales technology adoption
Sales analytics & reporting tools
Finance
Marketing
Sales workflow optimization
Coaching
Research
User training (technical support)
Finance
Life insurance knowledge
Series 7
Salesforce Cloud
Business intelligence tools
Content creation
Industry trends
Experience at life insurance companies
Territory management
Resolving technical support tickets
Sales territory planning
FINRA License
ZoomInfo
CRM system proficiency

Full Job Description

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Wholesaler Concierge Desk Associate to join our team in Omaha, NE, specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.

As part of the CMD Sales Enablement team, you’ll be responsible for supporting wholesalers’ proficiency and adoption of Salesforce CRM, tableau, Business Planning Dashboard, Next Best Action, HeyDan!, Lifeline, PPT, Ensight, SIMON, and our other Sales Enablement tools. You’ll also provide customized training to individual wholesalers to aid them in using these tools to help them manage their territories and drive more sales. Additionally, you’ll use your knowledge of the sales tools, and user experience to drive system enhancements and capabilities, simplifying the wholesaler experience.

How you will help us move forward:

Provide excellent sales team support, as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies.
Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing to provide insight for continual improvement of wholesaler experience.
Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and or cross-functional problems (Sales, Operations, Marketing, Salesforce COE, etc.)
Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution. Ensure every interaction is of the highest quality.
Actively participate and share observations across the organization to improve process or help solve root cause issues.
Support the CE and webinar process in conjunction with Events Planning and our Retirement Solutions Group (RSG). Duties include report creation and/or reconciliation.
Research and troubleshoot systems and sales tools issues and support new user onboarding and training.
Coordinate with Corporate IT and Salesforce COE to ensure tech and systems access is in place for onboarding of sales employees.
Gather and understand business stakeholder needs. Work with key internal and external stakeholders to refine, enhance, and simplify the wholesaler experience for Salesforce, and other sales enablement tools.
Demonstrate your proficiency with the Salesforce platform, and other sales enablement tools to pilot, test, new solutions, and demo features and capabilities to wholesalers.
Maintain a deep understanding of the enablement programs, sales tools and technologies available to the sales team and how they integrate.
Team player, adaptable and have an amazing work ethic. You can identify where help is needed and are motivated to pitch in, coach, and train your peers.
Develop and document training guides and videos in collaboration with Sales Training.
Continually look for opportunities to implement process efficiencies and streamline the Salesforce and sales tools experience
Provide guidance on building, and may build, Salesforce reports, in collaboration with Sales Intelligence team.

The experience you bring:

Advanced knowledge of the various tools, processes and technologies to support the field sales team (e.g. Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, Lifeline, etc.).
Demonstrated ability to think strategically and align internal resources
Strong focus on customer experience and keen attention to detail
Strong business acumen and ability to create efficient and repeatable processes and controls
Analytical and technical mindset that helps you meticulously troubleshoot and evaluate issues quickly, efficiently and accurately
Resourceful with proven ability to tackle difficult questions/issues on your own; driven to work hard with minimum supervision
Effective written communication to translate complex concepts and processes into easily digestible content

What makes you stand out:

2+ years of hands-on experience with Salesforce Sales
Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience
FINRA Series 6/7 Required
FINRA 63, Life Insurance and/or Variable Products license Preferred
Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience

#LI-AS1

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$80,820.00 - $98,780.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Apply Now

Refine Your Search

financial technology associate jobs in omaha ne

Sr Wholesaler Concierge Desk Associate

Entry Level Customer Service - Omaha / Lincoln, NE area ONLY

Experience Manager

Associate Regional Administrator

Retail Sales Associate

Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Branch Office Administrator

Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY

Branch Office Administrator

MSC Seller

Move Money Solutions Associate

Research Associate

Client Associate

Part Time (30 Hours) Associate Banker, Nebraska Market, Omaha, NE

ACCOUNTING ASSOCIATE - OMAHA, NE

Client Service Associate

Community & Business Banker

Cafe Associate

Retail Sales Associate

Sales & Service Representative (Universal Banker)

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