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Ameritas · 2 months ago

Regional Wealth Management Consultant

Lincoln, NE, 68510-2234, United States

Full-time

Hybrid

Mid Level

4+ years exp

Ameritas is an insurance, financial services, and employee benefits provider that focuses on fulfilling life. They are seeking a Regional Wealth Management Consultant responsible for driving sales and growth through meaningful relationships with advisors and managing assets under management on the Ameritas Wealth Platform.

Financial ServicesInsurance

Responsibilities

Execute a sales strategy to meet or exceed sales goals by managing a territory with a strong focus on proactive, outbound sales activities to drive net new assets to increase AUM on advisory platforms

Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform

Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm’s programs and products

Utilize needs-based consulting skills to identify the needs of advisors and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Wealth Platform. Support advisors in designing an implementation plan to transition business to a fee-based model

Extensively collaborate with key constituents across the organization including Recruiting, RVP/DVP team, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, Marketing, and other shared services teams

Contribute to the growth of an advisor’s practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of sizes and product levels

Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance Ameritas Wealth Platform visibility at each event, including OSJ and Branch meetings

Qualification

Securities industry knowledgeField sales experienceEnvestnet platform experienceFINRA Series 7CIMA certificationCFP certificationChFC certificationConsultative sales techniquesPresentation skillsWritten communication skills