Account and Client Consultant-Individual Distribution (Bilingual) at Ameritas

Position Description:  

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.

Enhance Ameritas' competitive position and increase sales production.  Provide effective and timely response to (internal/external) requests for illustrations, case design, product education and guidance.  Demonstrate and deliver sales and marketing materials, including illustrations, while presenting Ameritas in an accurate and favorable position relative to competition. 

Position Location:

• This is a hybrid role working partially in-office and partially from home. 

What you do:

The role will involve a mixture of Producer Relations and Field Sales Development, with associated duties and approximate percentage breakdown shown below.

85% National Marketing Sales Development Line

• 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.

15% Proactive Field Relationship Management

• Develop and maintain strong working relationship with RVP
• 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 relationship with offices.
• Log calls and all pertinent information daily SalesForce.com CRM

What you bring: 

• Associates Degree or related experience required; Bachelor’s Degree preferred.
• 0-2 years of related experience required
• Basic knowledge of the insurance industry including life insurance, disability income, and annuity products is highly preferred in this role 
• Intermediate to expert level knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software, and various internet-based tool and applications
• Bi-lingual skills preferred in Spanish and English
• If not currently held, must obtain life/health license within six months of entering the position.
• If not currently held, must obtain FINRA Series 6 OR Series 7 within one year of entering the position.

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. 

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.