Carole Nelsen Perchal Email & Phone Number

Omaha, Nebraska

Develop and conduct training in the division offices for distribution of new programs, provide new Representative and new Advisor training, meet with Advisors and Managers one on one, and co-present with our Supervision Principals. Develop and present web based training nationally, office specific and for individual Representatives. Help develop content for our online training site, our national training programs and office specific training needs. Provide sales consultations to our Advisors and Managers in the field. Hold conference calls with managers and potential recruits.Participate in the Financial Plan review committee.Coordinate speakers and events for the broker dealer national conference.Manage a sales budget.

Mutual Of Omaha Invester Services, Omaha, Ne

Develop and conduct training in the division offices for rollouts of new programs, provide new Representative and new Advisor training, meet with Advisors and Managers one on one, and co-present with Agency partners. Develop and present web based training nationally, office specific and for individual Representatives. Help develop content for our online training site, our national training programs and office specific training needs. Provide sales consultations to our Advisors and Managers in the field. Hold conference calls with managers and potential recruits to answer questions and work with managers licensing campaigns.Provide support in the coordination of our National Sales Symposium. Participate in the Financial Plan review committee. Serve as the primary resource for IRA and Qualified plans support for the broker/dealer.

Mutual Of Omaha Investor Services - Omaha, Ne

Develop and conduct training in the division offices for distribution of new programs, provide new Representative and new Advisor training, meet with Advisors and Managers one on one, and co-present with Agency partners. Develop and present web based training nationally, office specific and for individual Representatives. Created a new representative training program, developed agendas, workbooks, and coordinated wholesaler presentations as a part of the program.Hold conference calls with managers and potential recruits to answer questions and work with managers and Agency partners on licensing campaigns.Help develop content for our online training site, our national training program and office specific training needs. Provide support in the coordination of our National Sales Symposium. Participate in the Financial Plan review committee. Provide sales consultation to our Advisors and Managers in the field. Track sales and training for a territory of 16 offices. Serve as the primary resource for IRA and Qualified plans support for MOIS.

Greater Omaha Area

Mutua Of Omaha Investor Services - Omaha, Ne

Primary accountability for covering Marketing Support phone queueWork closely with liaisons on back office issues, transfers and account problems.Develop WebEx training and client approved presentations on qualified plans and other topics.Make outbound calls to representatives on special topics, Field Communication follow-ups and sensitive topics as needed.Make outbound calls to newly licensed representatives to help them get started and feel comfortable with resources available from the broker dealer.Stay current on products, regulatory developments and tax issues that impact our representatives and their clients. Accountable for staying current on qualified plan topics and providing Field training as needed.

Greater Omaha Area

Proactively contact Registered Representatives to provide product information, promote sales ideas, and gather feedback to contribute to the broker dealer’s sales objectives and initiatives.Respond to field inquiries for information regarding products, sales and marketing strategies based on customer needs. Serve as a resource for complex qualified plans support and provide guidance on work activities to other Marketing Support Analysts.Participate in training department personnel.

Bachelor'S Degree, Psychology

Education record