Ameritas Life Insurance

Regional Sales Director-Retirement Plans

Ameritas Life Insurance$90K — $130K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent education and experience
  • 2-4 years of sales experience, with 1-2 years in retirement plans and financial services
  • Proactive selling skills
  • Life insurance license required; must obtain securities licenses within 6 months
  • Excellent verbal communication skills for diverse distribution partners
  • Strong professionalism, judgment, and analytical skills

Responsibilities

  • Prospect financial professionals and TPAs for retirement plan product sales
  • Prepare and present proposals for retirement plan products
  • Partner with internal wholesaler for territory development
  • Conduct retirement plan presentations for agents and channels
  • Prepare information to establish or takeover retirement plans
  • Coordinate with implementation team for plan installations
  • Design and execute a business plan to exceed sales expectations
  • Act as liaison for clients and provide local service to existing customers

Benefits

  • 401(k) plan with company match and quarterly contribution
  • Tuition reimbursement
  • Incentive bonuses
  • Flexible hybrid work options
  • Generous personal time off (Thrive Days and PTO)
  • Health benefits (medical, dental, vision)
  • Health Savings Account with employer contributions
  • Well-being programs with financial rewards
  • Professional development and leadership programs
  • Paid volunteer time and matching donations program
  • Generous parental leave and family support benefits
Full Job Description
Position Description:

The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.

Position Location:

This position is remote in the state of Florida and will cover the state of Florida (except the panhandle). 75% travel required within the region.

What you do:
  • Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region.
  • Prepare and present proposals for Ameritas Retirement Plan products and services.
  • Partner with internal wholesaler (Regional Sales Consultant) for territory development and management.
  • Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan products and services.
  • Prepare and submit all information required to establish a new or takeover retirement plan
  • Work with the Ameritas Implementation team to successfully install newly sold retirement plan business.
  • Design and execute on a business plan that exceeds minimum expectations for activity and results.
  • Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed
  • Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed.
  • Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale.
  • Meet or exceed the annual sales objectives for the territory

What you bring:
  • Bachelor's Degree or equivalent combination of education and experience required.
  • 2-4 years of Sales Experience required; 1-2 years within the Retirement Plans and financial services space.
  • Proactive selling skills are essential.
  • Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses within 6 months.
  • Excellent verbal skills to communicate effectively to a wide array of distribution partners.
  • A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.

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

Foryour 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


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.

About Ameritas Life Insurance

Ameritas Life Insurance is a mutual insurance company based in Lincoln, Nebraska. The company was founded in 1887 and offers a range of life insurance, annuities, and other financial products and services. Ameritas Life Insurance is known for its strong financial ratings and commitment to customer service. The company has a network of financial professionals across the United States who help clients plan for their financial futures. Ameritas Life Insurance is a member of the Ameritas Mutual Holding Company, which also includes Acacia Life Insurance and Union Central Life Insurance.
Learn more about Ameritas Life Insurance
Size
3,000 employees
Industry
Founded
1887

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