Ameritas · 22 hours ago
Internal Wholesaler- Retirement Plans
United States
Full-time
Remote
Entry, Mid Level
$46K/yr - $115K/yr
1+ years expAmeritas is currently seeking an Internal Wholesaler-Retirement Plans to support the sales efforts for the Retirement Plans product line. In this role, you will partner with financial professionals and Regional Sales Directors to complete agreement packets and collect necessary information.
Financial ServicesInsurance
Responsibilities
Partner with financial professionals within the defined territory
Complete the sale process by proactively reaching out for information needed to do so
Assist in the creation of value-add documents and reports for financial professionals and Regional Directors in the field to build and expand a viable and profitable sales territory
Utilize a CRM to track, document and inform during different stages of the sales process
Develop and maintain an understanding of the Retirement Plans market staying current on the complex regulatory issues that directly affect the sale of qualified plans
Achieve or exceed sales goals by supporting producers in multiple distribution channels and being attentive to the differences of each distribution
Qualification
Required
Bachelor's degree or equivalent work experience
1-3 years of internal retirement plan sales experience required
Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6 months
Service oriented mind-set with solid customer service skills and abilities
Self-motivated with excellent time management skills
Proactive communication skills are necessary
Excellent oral communication skills, especially telephone skills
High level of professionalism, sound judgment, strong analytical skills, with the ability to analyze basic and complex issues
Preferred
Retirement Plans record keeper experience strongly preferred
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