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Agency Financial Advisor

8420 W Dodge Rd #510, Omaha, NE 68114, USA Req #146
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 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 agents under contract. With products and agents in all 50 states, SMS offers the industry’s most complete IMO experience.
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We offer a challenging, fast-paced environment ideal for someone with a strong financial services background. We are looking for motivated and enthusiastic professionals who share our commitment to excellence in sales and service.

The Agency Financial Advisor supports the national expansion of Senior Market Sales and Insuractive as well as Sequent Planning, a registered investment advisor.

Responsibilities include (but not limited to):

  • Create financial plans for clients introduced through Centers of Influence at SMS, Alliant or elsewhere
  • Financial planning process is supported through utilization of software modules offered within the Insuractive/Sequent platform
  • Support to include: FactFinding with the end clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a financial plan; Answer client questions about financial plans and strategies and giving financial advice; Advise strategies for clients in investment planning, cash management, and insurance coverage (if applicable) and any other areas to help them reach financial objective
  • Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns or financial performance necessitate changes in their plan
  • Analyze financial data received from clients to develop strategies for meeting clients' financial goals; Prepare or interpret financial document summaries, investment performance reports and income projections for clients
  • Implement financial plans or referring clients to professionals who can help them
  • Manage and update client portfolios. Contact clients regularly to discover changes in their financial status
  • Be a leader to grow the combined financial solution offerings from Insuractive and Sequent to accelerate the market awareness of the expanded offering to different centers of influence (large groups) including large Medicare Agencies, Alliant Employee Benefit groups and other opportunities
  • Act as a main point of contact and deal effectively with queries from clients and business colleagues through effective communication
  • Manage and resolve service issues
  • Other duties as assigned


  • Bachelor’s degree in Finance or Business with a minimum of 2 years financial services industry or related field preferred
  • Series 65 (equivalent to FINRA Series 6/7 + Series 6) required or obtain within 180 days of hire
  • Life and Health License a plus
  • Ability to multi-task and handle a fast-paced work environment
  • Highly effective verbal and written skills preferred
  • Ability to perform and act professionally in all situations
Equal Opportunity Employer; SMS participates in the E-Verify system.

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


Other details

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