Ameritas · 4 days ago
Market Development Specialist
United States
Full-time
Remote
Mid Level
$71K/yr - $178K/yr
4+ years expAmeritas is an insurance and financial services provider dedicated to fulfilling life. The Market Development Specialist will focus on securing new institutional and adopting employer sales while managing existing relationships in the PEO, Association, MEP, and PEP markets.
Financial ServicesInsurance
No H1B
Responsibilities
Partner with the Sales Director to prospect various distribution channels for institutional sales
Develop and execute on client specific business plans for institutional sales designed to maximize results over time
Proactively prospect and onboard new adopting employers for new and existing PEO, Association, MEP and PEP relationships
Meet and exceed activity metrics as developed by VP of Sales
Prepare and present proposals for Ameritas Retirement Plan products and services
Partner with internal wholesaler (Regional Sales Consultant) and VP of Sales for development and execution of business strategy that produces maximum results
Act as liaison between the client and Home Office as needed to ensure success
Continuously enhance skills and retirement plan knowledge through professional development activities (Reading, formal/informal education, training classes, special projects/assignments)
Meet or exceed the annual sales objectives for the Institutional Sales team
Communicate regularly with key internal partners, including but not limited to external sales reps, internal sales reps, relationship managers, and other key distribution personnel
Develop/generate sales ideas and materials as needed to achieve results
Gather and document competitive intelligence and industry insights for Senior Management and Field Partners
Document all pertinent interaction and update any changes in the CRM system (SalesForce.com)
Maintain and update pipeline activity in CRM
Perform other duties as assigned
Qualification
Required
Bachelor's degree or equivalent combination of education and experience required
4+ years of retirement plan industry and/or financial services industry knowledge and experience required
Previous sales experience required. Proactive selling skills are very important
Ability to analyze complex situations desired
Life insurance license required. If not currently held, must be willing to obtain license within 6 months
FINRA Series 6 or 7 licenses are required. If not currently held, must be willing to obtain licenses within 6 months
Ability to travel nationally 25%-50% of the time is required
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