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Remote Series 99 Jobs in Nebraska (NOW HIRING)

Nexora Talent

Remote- Customer Experience Service

Omaha, NE · Remote

$15.25 - $20.75/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

CSAA

$13.75 - $19/hr

Job Title Insurance Service Associate - Remote Requisition Number R7922 Insurance Service Associate - Remote (Open) Location Arizona - Home Teleworkers Additional Locations California - Home ...

WoodmenLife

Internal Wholesaler - Investments

Omaha, NE · On-site +1

$55K - $75K/yr

Must have, or attain within 6 months of hire, FINRA SIE, Series 6 or 7 and 63 licenses. * Insurance or financial services experience. * Ability to analyze, interpret and clearly communicate ...

Pacificlife

Internal Wholesaler - Annuity

Omaha, NE · On-site +1

FINRA SIE, Series 6/7 and 63 License * Minimum 3 years of sales experience in a Financial Services environment, preferably with Annuities and Mutual Funds * Undergraduate degree or equivalent ...

Pacificlife

Internal Wholesaler - Life

Omaha, NE · On-site +1

FINRA SIE, Series 6/7 and 63 License * Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background * Self-motivated, goal-oriented Sales ...

Getaway

Customer Representative

Boys Town, NE · Remote

$30K - $50K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

Getaway

Customer Representative

Boys Town, NE · Remote

$30K - $50K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

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All JobsSeries 99 JobsRemote Series 99 JobsRemote Series 99 Jobs in Nebraska

Remote Series 99 information

What is a remote Series 99 professional?

A Remote Series 99 professional is an individual who has passed the FINRA Series 99 exam and is qualified to perform the functions of an Operations Professional for a broker-dealer, but works remotely rather than in a traditional office setting. The Series 99 license allows professionals to handle a variety of back-office operations, such as trade settlement, asset transfers, and recordkeeping. Working remotely, these professionals use secure technology to manage tasks, communicate with team members, and ensure compliance with industry regulations. This role is essential for maintaining the smooth operation of financial firms, especially as remote work becomes more prevalent.

What are the key skills and qualifications needed to thrive as a remote Series 99 operations professional?

To excel as a Remote Series 99 Operations Professional, you need a solid understanding of broker-dealer operations, compliance principles, and must hold the FINRA Series 99 license. Familiarity with financial software systems, regulatory reporting tools, and secure communication platforms is typically required. Attention to detail, problem-solving ability, and strong organizational skills are crucial soft skills for managing complex processes remotely. These competencies ensure accurate, compliant operations and effective teamwork in a regulated financial environment.

What are some common challenges faced by remote Series 99 operations professionals, and how can they be addressed?

Remote Series 99 Operations Professionals often encounter challenges such as maintaining effective communication with on-site teams and ensuring compliance with complex financial regulations from a distance. Overcoming these obstacles typically involves leveraging secure digital platforms for collaboration, maintaining regular check-ins with colleagues, and staying up-to-date on regulatory changes through continuous education. Building strong organizational habits and proactively seeking clarification on ambiguous processes can also help remote professionals excel in this role.

What is the difference between Remote Series 99 vs Remote Data Analyst?

AspectRemote Series 99Remote Data Analyst
Required CredentialsBachelor's in IT, Computer Science, or related fieldBachelor's in Data Science, Statistics, or related field
Work EnvironmentRemote, often in tech or software companiesRemote, in finance, healthcare, or tech sectors
Employer & Industry UsageTech firms, software companies, startupsBusiness, finance, healthcare organizations
Common Search & ComparisonYesYes

Remote Series 99 and Remote Data Analyst roles share similarities in requiring analytical skills and remote work setups. However, Remote Series 99 typically focuses on IT or software development, while Remote Data Analysts concentrate on data interpretation and reporting. Both roles are prevalent in tech-driven industries and require relevant degrees, but their core responsibilities differ, making them distinct career paths within remote work opportunities.

What are popular job titles related to Remote Series 99 jobs in Nebraska?

For Remote Series 99 jobs in Nebraska, the most frequently searched job titles are:

What job categories do people searching Remote Series 99 jobs in Nebraska look for?

The top searched job categories for Remote Series 99 jobs in Nebraska are:

What cities in Nebraska are hiring for Remote Series 99 jobs?

Cities in Nebraska with the most Remote Series 99 job openings:

Remote Series 99 jobs near you
Infographic showing various Remote Series 99 job openings in Nebraska as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% Remote job distribution.

Internal Wholesaler- Retirement Plans

Ameritas

Lincoln, NE • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Key responsibilities

  • Partner with Regional Sales Vice Presidents to execute territory business plans and achieve sales growth objectives.

  • Proactively identify, develop, and advance retirement plan sales opportunities within assigned territories.

  • Conduct outbound sales campaigns to Financial Professionals to generate appointments, uncover prospect opportunities, and drive pipeline development.

Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

29th of 315 rated insurance

Job description

Ameritas is seeking a highly motivated Internal Wholesaler - Retirement Plans to drive sales growth and expand market penetration across our Retirement Plans business. In this role, you will partner closely with Financial Professionals and Regional Sales Vice Presidents to identify opportunities, cultivate financial professional relationships, advance sales conversations, and help secure new business. You will serve as a key contributor to territory sales success by proactively engaging financial professionals, uncovering opportunities, and delivering consultative sales support throughout the sales cycle.
• This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do:
  • Partner with Regional Sales Vice Presidents to execute territory business plans and achieve sales growth objectives.
  • Proactively identify, develop, and advance retirement plan sales opportunities within assigned territories.
  • Conduct outbound sales campaigns to Financial Professionals to generate appointments, uncover prospect opportunities, and drive pipeline development.
  • Influence advisors and plan consultants through consultative sales conversations focused on Ameritas retirement solutions and competitive advantages.
  • Assist in closing new business by managing sales processes, overcoming objections, and helping move opportunities through the pipeline.
  • Develop and deliver compelling sales materials, proposals, benchmarking reports, and value-added presentations that position Ameritas as a preferred retirement plan provider.
  • Leverage CRM tools to track opportunities, manage prospect activity, and identify sales trends that drive territory growth.
  • Build expertise in retirement plan markets, industry trends, regulatory developments, and competitor offerings to effectively position Ameritas solutions.
  • Collaborate across distribution channels to drive increased sales production and financial professional engagement.
  • Consistently meet or exceed activity, pipeline, and sales goals.

What you bring:
  • Bachelor's degree or equivalent professional experience.
  • 2+ years of retirement plan sales, internal wholesaling, business development, or related financial services sales experience required.
  • Demonstrated ability to build relationships, influence outcomes, and drive sales results.
  • Experience supporting retirement plan advisors, consultants, or recordkeeping platforms preferred.
  • Life Insurance License and FINRA Series 6 or 7 and Series 63 licenses, or the ability to obtain within six months.
  • Strong prospecting, business development, and consultative selling skills.
  • Excellent communication and presentation abilities, with confidence conducting high-volume advisor outreach.
  • Competitive, goal-oriented mindset with a track record of achieving performance objectives.
  • Ability to work independently, prioritize opportunities, and manage multiple sales initiatives simultaneously.
  • Strong analytical and problem-solving skills with the ability to identify growth opportunities and recommend solutions.
  • Experience using SalesForce preferred.

What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.

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