At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and
protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is
Ameritas Life Insurance Corp is seeking a Regional Sales Director to drive the business by responsible for attaining the assigned annual sales goals for the region working through key relationships in the region. The key
relationships will include but not be limited to other Ameritas business units such as agencies, dental, group, and independent broker dealer advisors. Responsibilities will include developing a business plan that details various activity levels, identify
and target high potential offices in the territory, pre-call planning and other activities as necessary to enhance the productivity.
Prospect Ameritas producers, independent financial advisors and
benefit brokers for the sale of Ameritas Retirement Plan products and administration services in the Regional Director designated region.
Prepare and present proposals for qualified retirement plan funding and administration using Ameritas
Retirement Plan products and services
Partner with internal wholesaler (Regional Sales Consultant) for territory development and management
Conduct qualified retirement plan seminars for Ameritas agencies and other distribution channels to
encourage such producers to place their business with Ameritas Retirement Plan.
Prepare and submit all information required to establish a new or takeover retirement plan with Ameritas Retirement Plan.
Agree to follow, execute and report on
required activity minimum metrics.
Work with Ameritas Retirement Plans Sales Implementation area to successfully install retirement plan business with Ameritas Retirement Plans.
Act as liaison between the client and Home Office by providing
local service to existing book of Ameritas Retirement Plan clients, as required.
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 Regional Director's locale.
Attain the annual sales objectives as set forth by the Vice President of Sales.
Required Knowledge and
A college degree or equivalent work experience, plus at least 3 years sales experience are required.
The incumbent will be required to have Retirement Plans and financial services
Proactive selling skills are essential.
The incumbent will be required to acquire a Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6
The position requires excellent oral communication skills, especially telephone skills.
Excellent verbal skills are important in order to effectively communicate to a wide array of audiences that have diverse knowledge levels of
experience in the sale of retirement plans.
The incumbent must understand and act on information from producers and have the ability to analyze basic and complex issues.
Effective listening and troubleshooting skills are
Display a high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.
are Ameritas: proud to say we're in the business of fulfilling life.