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Ameritas · 4 weeks ago

Sr. Sales Support & Operations Analyst

Lincoln, NE

Full-time

Hybrid

Mid, Senior Level

$24/hr - $38/hr

1+ years exp

Ameritas is an insurance, financial services and employee benefits provider dedicated to fulfilling life. The Senior Sales Support & Operations Analyst will enhance the company's competitive position by providing timely responses to requests for illustrations, case design, and product education, while also developing strong relationships with field partners and managing sales development activities.

Financial ServicesInsurance

No H1B

Responsibilities

Answer sales development calls in a timely manner. Provide materials on cases of immediate need

Consult on case design with agents / field offices/ Ameritas representatives and provide illustrations

Guide field partners when appropriate with product selection and any sales/marketing related questions

Develop expertise of Ameritas illustration systems and educate agents on illustration and product design; troubleshoot software related issues

Act as home office resource assisting in resolving problems that arise involving all areas of the company, including licensing, commissions, software, new business and POS. Direct calls to the proper area while maintaining ownership of all referred calls to ensure timely response

Document in SalesForce.com CRM all issues, results, and opportunities and ensure both internal and external partners are properly notified

Perform other duties as needed/assigned, including ongoing projects assigned by leadership

Participate in team and regional meetings as assigned by manager

Continuously enhance skills through professional development activities (reading, formal and informal education, training classes, special projects/assignments). Maintain acceptable levels of product knowledge of multiple current offerings by attending webinars and training sessions

Organize and maintain current product documentation and concepts

Develop and maintain strong working relationship with assigned RVP(s)

Proactively contact key office personnel in assigned agencies assisting and educating on products, illustration software, promotions etc

Provide on-going sales development by communicating messages, sales promotions, and concepts to the field via multiple technological channels

Maintain on-going relationship-based communication to develop strong working connections with offices

Log calls and all pertinent information daily SalesForce.com CRM

Qualification

SalesForce.com CRMIllustration softwareMicrosoft OfficeInsurance industry knowledgeBi-lingual (Spanish)Communication skillsProblem-solving skillsTeam collaboration

Required

Bachelor's degree or equivalent combination of education and experience required

1-3 years of related experience required

Intermediate to expert level knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software, and various internet-based tools and applications

If not currently held, applicant must obtain life/health license within six months of entering the position

If not currently held, applicant must obtain FINRA Series 6 OR Series 7 within one year of entering the position