Ameritas · 4 hours ago
RVP- Broker Dealer and RIA Recruiting
Lincoln, NE
Full-time
Hybrid
Director/Executive
$179K/yr - $805K/yr
7+ years expAmeritas is a financial services and employee benefits provider dedicated to fulfilling life. The Regional Vice President (RVP), Sales and Distribution will focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC, driving the communication of the value proposition to the financial professional community.
Financial ServicesInsurance
Responsibilities
Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with company
Conduct prospecting calls to advisors and utilize consultative sales skills to recruit business
Qualify prospects based upon comprehensive engagement questionnaire
Develop innovative strategies and detailed sales plan to ensure the attainment of individual recruitment goals
Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS’s platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business
Coordinate and host networking dinners and receptions for prospective representatives
Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation
Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications
Prepare detailed activity and pipeline reports and participate in scheduled staff meetings
Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business
Represent AIC/AAS at various trade shows, conferences, and seminars
Maintain current knowledge of industry trends and developments
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent work experience
7-10+ years experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer
Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team
Strong understanding of the financial services industry and field distribution systems
Previous track record of successful recruiting into the independent advisor industry
Strong business acumen and decision-making abilities in a high-growth and risk-charged environment
Highly organized, performance-driven, results focused, self-starter
Strong communication, influencing and relationship management skills
Willingness to travel up to 50%
Preferred
Industry licenses preferred but not required: Health & Life license; Series 7, Series 24, Series 65/66
Benefits
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
Matching donations program
Paid volunteer time– 8 hours per month
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
Company
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
Jennifer Wooster
SVP, Chief actuary and underwriting
Recent News
2025-12-18
PR Newswire
2025-10-29
2025-10-10
Company data provided by crunchbase