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Ameritas · 2 months ago

Regional Sales Director-Retirement Plans

United States

Full-time

Remote

Lead/Staff, Director/Executive

2+ years exp

Ameritas is an insurance and financial services provider dedicated to fulfilling life through trusted financial products and advice. The Regional Sales Director is responsible for driving sales of Ameritas Retirement Plan products through strategic relationships with financial professionals and intermediaries, while also collaborating with internal teams to meet sales objectives.

Financial ServicesInsurance

Responsibilities

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

Qualification

Sales ExperienceRetirement Plans KnowledgeLife Insurance LicenseSecurities LicenseProactive Selling SkillsVerbal SkillsAnalytical SkillsTime ManagementTeamwork

Required

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