Internal Sales Manager- Retirement Plans

Position Description:

The Internal Sales Manager- Retirement Plans will lead and direct a Retirement Plans regional sales consultant team which is responsible for providing product information, proposal support, retirement plan training, competition and retirement plan opportunity, research, and proactive outreach/support to financial professionals, advisors, RIAs, agents and field office staff.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Position Location:
• This role could be hybrid or remote based on proximity to an office location.

What you do:
• Facilitates the achievement of annual sales goals for Retirement Plan sales.
• Creating, executing, and measuring effectiveness of plans for sales promotions and campaigns, product rollouts, follow-ups from company meetings and training events.
• Applies management expertise to set direction and to resolve problems within the team by organizing efficient work flows.
• Develops and monitors activity and sales metrics to ensure regional sales consultants add value to our field and contribute to increased sales. Provides reporting sales reporting.
• Researches industry trends regarding field training, sales support, and product marketing to ensure this team is providing impactful business development.
• Provides professional development to team through formal training, work assignments, and mentoring.
• Establishes strong relationships with industry leaders including managed account providers, advisory firms and ancillary retirement plan industry sales leaders.
• Adapts departmental plans and priorities to address operational challenges that may deter attainment of sales goals.
• Builds structure within Salesforce tracking system that allows effective measurement for campaigns and marketing programs.
• Responsible for the strategic direction, development, hiring, and implementation of the core internal sales development team.
• Leads or actively participates in projects that improve the efficiency and effectiveness of the team.
• Serves as subject matter expert on proposals and sold case paperwork.

What you bring:
• Bachelor's Degree or equivalent experience required
• 4-7 years of retirement plan experience required; 4-7 years of wholesaling experience preferred
• 2-4 years of supervisory experience preferred
• Series 6 and State Life and Health licenses required

What we offer:

A Meaningful Mission. Great Benefits. A Vibrant Culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits

For your money:
• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

For your time:
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being:
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth:
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

For your community:
• Matching donations program
• Paid volunteer time- 8 hours per month

For your family:
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

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