Position Description:
Ameritas is seeking anInternal Wholesaler-Life and Annuitywho will enhance Ameritas' competitive position and increase sales production through effective communication of product knowledge, sales ideas and concepts and partnering with Ameritas' external representatives to develop the sales of field associates. In this role, you will provide field support by serving as a conduit between field associates and Home Office resources. You will function as part of an overall tiered support team valued for its knowledge, timeliness of responses and delivery of content that will positively affect sales.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
- This is a hybrid role working partially in-office and partially from home.
What you do:
- Partner with Regional Vice Presidents (RVPs) to drive sales through Field Associates including assisting in prospecting, recruiting, and cultivating relationships with new agency prospects.
- Develop and maintain a strong working relationship with RVPs and assigned agencies.
- Proactively contact key office personnel in assigned agencies to offer assistance, sales ideas and ongoing training on our products, illustration software, etc.
- In conjunction with RVP, create and implement sales strategies to meet and exceed stated goals.
- Provide on-going sales development by communicating messages, ideas, and concepts to the field via multiple technological sources.
- Provide case design consultation.
- Track and communicate submitted, pending and paid cases.
- Monitor sales in assigned offices and proactively respond to variances in expected performance.
- Log calls, document issues, results, and all pertinent information daily on the CRM (SalesForce.com).
- Assist agents / field offices with product selection and any marketing related questions.
- Develop understanding of Ameritas illustration systems.
- Act as central resource/home office liaison, providing assistance for resolving problems involving all areas of the company, including licensing, commissions, software, and new business. Maintain ownership of all referred calls and ensure timely response.
- Provide training, guidance, and work directions to less experienced team members.
- Perform other duties as needed by the department and the team, such as ongoing projects assigned by management.
What you bring:
- Bachelor’s degree or equivalent experience
- 4-7 years of life and annuity insurance experience required; 2 years of field experience required.
- Must have an in-depth knowledge of the life insurance industry, life and annuity products and/or broker dealer knowledge.
- Must obtain life license within 6 months.
- Bilingual skills in English and Spanish are preferred.
- Strong interpersonal, oral communication and business writing skills.
- Requires a demonstrated record of initiative, leadership, problem-solving and adaptability.
- Strong relationship building skills.
- Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software and the Internet.
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
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.