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Associate Marketing Consultant - Financial Solutions

8420 W Dodge Rd #510, Omaha, NE 68114, USA Req #158
Monday, February 13, 2023

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction. Founded in 1982, SMS has grown into one of the industry’s foremost IMOs with more than 320 employees and 65,000 independent agents under contract. With products and agents in all 50 states, SMS offers the industry’s most complete IMO experience. We support every facet of an agent’s business, from our comprehensive senior product portfolio to our technology, services and marketing programs.

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We are looking for motivated and enthusiastic individuals who share our commitment to excellence in customer service. Due to recent growth and on-going customer demands we have an opening for an Associate Marketing Consultant to join our Life department within the Financial Solutions Division.

Responsibilitiesfor this position include but are not limited to:

  • Taking inbound calls from prospects and agents
  • Handling requests for annuity life insurance quotes and illustrations
  • Outbound calling to follow up with agents and their pending business
  • Outbound calling to follow-up on incomplete contracts and general questions
  • Follow-up on CRM tasks assigned
  • Refer agents to Internal Marketing Consultants based on additional information needed
  • Arrange/coordinate attendance at meetings and webinars
  • Supporting the department with various reports
  • Other duties as assigned


  • Licensed to sell life and health insurance upon hire preferred or must obtain license within 90 days of employment
  • Ability to be organized and pay attention to detail while remaining flexible and responsive when faced with multiple urgent requests
  • Problem Solver
  • Customer Service Oriented
  • Team Player
  • Ability to perform and act professionally in all situations
  • High sense of urgency
  • Highly effective verbal and written communication skills
  • Bachelor’s Degree in marketing or a related field preferred

“Successful people do those things that failures refuse to do.”

Equal Opportunity Employer; SMS participates in the E-Verify system.


Other details

  • Pay Type Hourly
Location on Google Maps
  • 8420 W Dodge Rd #510, Omaha, NE 68114, USA