Marketing Operations Specialist - Advisor Network - Omaha, NE

Mutual of Omaha Insurance Company

Omaha, NE

JOB DETAILS
SKILLS
Analysis Skills, Best Practices, Business Growth, Campaigns, Communication Skills, Consulting, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer/Client Research, Data Analysis, Decision Support, Detail Oriented, Diversity, Email Marketing, Financial Services, Follow Through, Lead Generation, Marketing, Marketing Automation Software, Marketing Campaign, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Multitasking, Organizational Skills, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Salesforce.com, Target Marketing, Team Player, Time Management
LOCATION
Omaha, NE
POSTED
30+ days ago

As a Marketing Operations Specialist, you will partner directly with financial representative/advisors to drive client engagement, lead generation, and business growth. This role blends marketing execution, CRM expertise, and consultative support to help advisors identify opportunities, execute targeted campaigns, and maximize the value of their client relationships.

The ideal candidate enjoys working with both people and technology, takes ownership, and follows through. You're comfortable with ambiguity, enjoy problem-solving, and have an interest in marketing, data, and business growth. You're motivated by making an impact and helping others succeed as part of a collaborative team.

This role offers the opportunity to build expertise in CRM systems, marketing automation, and advisor-facing consulting, with potential for growth within marketing operations and strategy roles.

WHAT WE CAN OFFER YOU:

  • Estimated Salary: $59,800-$70,000, plus annual bonus opportunity.
  • 401(k) plan with a 2% company contribution and 6% company match.
  • Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU''LL DO:

  • Analyze advisor client data to identify targeted marketing opportunities and build high-quality prospect and cross-sell lists
  • Build, manage, and support marketing lists and campaigns within CRM systems
  • Execute email and print marketing initiatives with a strong focus on accuracy, timeliness, and quality
  • Consult with advisors on marketing strategy, campaign execution, CRM usage, and follow-up best practices
  • Monitor campaign performance, report insights, and manage multiple priorities in a fast-paced, deadline-driven environment

WHAT YOU'LL BRING:

  • Self-starter who learns new systems and processes quickly and adapts with ease
  • Comfortable working with data to identify opportunities and support informed decision-making
  • Highly organized with the ability to manage multiple priorities, meet tight deadlines, and follow tasks through to completion
  • Experience supporting marketing campaigns, customer outreach, or client engagement initiatives with strong attention to detail
  • Strong communication, problem-solving, analytical, and presentation skills, with proficiency in MS Office tools including Excel, Outlook, Teams, and Bookings
  • 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:

  • CRM experience, Salesforce preferred.
  • Experience using Microsoft 356 product suite to include Co-Pilot.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams

Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from ''@mutualofomaha.com.'' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

Fair Chance Notices

About the Company

M

Mutual of Omaha Insurance Company

Mutual of Omaha is a solid, family-oriented company that’s reliable, trustworthy, knowledgeable and caring. We are a full-service, multi-line provider of insurance and financial service products for individuals, businesses and groups throughout the United States. We are committed to providing outstanding service to our policyholders and our dedication to customer service is the cornerstone of our vision and values.

Mission:

Our mission we help our customers protect what they care about and achieve their financial goals.

Vision:

For every customer a financial future imagined, planned, and secured.

Values:

1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.

Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org). Home Office Address: Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates, Mutual of Omaha Plaza, Omaha, NE 68175. Mutual of Omaha Insurance Company is licensed nationwide. E ach underwriting company is responsible for its own contractual and financial obligations. AFN46357

Specialties

Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, 401k, Career Opportunities, Employee Benefits, Financial Advisors

COMPANY SIZE
2,500 to 4,999 employees
INDUSTRY
Insurance
FOUNDED
1909
WEBSITE
http://www.mutualofomaha.com