Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, 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, and time for family and community. Ameritas has a reputation as a company that cares, and 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.
Internal Wholesaler- Retirement Plans
Location
United States
Posted
12 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
Ameritas is currently seeking an Internal Wholesaler-Retirement Plans to support the sales efforts for the Retirement Plans product line. In this role, you will partner with financial professionals and Regional Sales Directors within all our distribution channels. You will proactively call to complete agreement packets and collect information needed to do so.
- Partner with financial professionals within the defined territory.
- Complete the sale process by proactively reaching out for information needed to do so.
- Assist in the creation of value-add documents and reports for financial professionals and Regional Directors in the field to build and expand a viable and profitable sales territory.
- Utilize a CRM to track, document and inform during different stages of the sales process.
- Develop and maintain an understanding of the Retirement Plans market staying current on the complex regulatory issues that directly affect the sale of qualified plans.
- Achieve or exceed sales goals by supporting producers in multiple distribution channels and being attentive to the differences of each distribution.
Qualifications
- Bachelor’s degree or equivalent work experience.
- 1-3 years of internal retirement plan sales experience required.
- Retirement Plans record keeper experience strongly preferred.
- Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6 months.
- Service oriented mind-set with solid customer service skills and abilities.
- Self-motivated with excellent time management skills.
- Proactive communication skills are necessary.
- Excellent oral communication skills, especially telephone skills.
- High level of professionalism, sound judgment, strong analytical skills, with the ability to analyze basic and complex issues.
Benefits
- 401(k) Retirement Plan with company match and quarterly contribution.
- Tuition Reimbursement and Assistance.
- Incentive Program Bonuses.
- Competitive Pay.
- Flexible Hybrid work.
- Thrive Days - Personal time off.
- Paid time off (PTO).
- Health Benefits: Medical, Dental, Vision.
- Health Savings Account (HSA) with employer contribution.
- Well-being programs with financial rewards.
- Employee assistance program (EAP).
- Professional development programs.
- Leadership development programs.
- Employee resource groups.
- StrengthsFinder Program.
- Matching donations program.
- Paid volunteer time– 8 hours per month.
- Generous paid maternity leave and paternity leave.
- Fertility, surrogacy and adoption assistance.
- Backup child, elder and pet care support.
Job Requirements
- Bachelor’s degree or equivalent work experience.
- 1-3 years of internal retirement plan sales experience required.
- Retirement Plans record keeper experience strongly preferred.
- Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6 months.
- Service oriented mind-set with solid customer service skills and abilities.
- Self-motivated with excellent time management skills.
- Proactive communication skills are necessary.
- Excellent oral communication skills, especially telephone skills.
- High level of professionalism, sound judgment, strong analytical skills, with the ability to analyze basic and complex issues.
Benefits
- 401(k) Retirement Plan with company match and quarterly contribution.
- Tuition Reimbursement and Assistance.
- Incentive Program Bonuses.
- Competitive Pay.
- Flexible Hybrid work.
- Thrive Days - Personal time off.
- Paid time off (PTO).
- Health Benefits: Medical, Dental, Vision.
- Health Savings Account (HSA) with employer contribution.
- Well-being programs with financial rewards.
- Employee assistance program (EAP).
- Professional development programs.
- Leadership development programs.
- Employee resource groups.
- StrengthsFinder Program.
- Matching donations program.
- Paid volunteer time– 8 hours per month.
- Generous paid maternity leave and paternity leave.
- Fertility, surrogacy and adoption assistance.
- Backup child, elder and pet care support.
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