Account and Client Manager - Retirement Plans - Remote USA Position-Ameritas HQ
Ameritas, Lincoln, NE, United States
Overview
Position Location: This position is remote and does not require regular in-office presence. Position Description: Utilize retirement plans experience and relationship building skills to accomplish mutually beneficial growth. Cultivate relationships between the Ameritas Home Office, financial professionals, and qualified plan decision makers with the goal of retaining and growing plan assets. Relationship-building is a key focus of this role. This position interacts with plan sponsors both virtually and face to face. An ability to present professionally via virtual tools (Microsoft Teams, Zoom, etc.) is necessary. This role will require travel approximately 50-75% of the time covering states in the Southeast (primary Florida, Georgia, and the Carolinas). Overnight stays and evening meetings will be required.
What you do
Schedule, plan, and execute both virtual and in person annual plan reviews and other client meetings
Deliver both virtual and in person participant enrollment and education meetings
Respond and resolve escalated client service issues
Manage both virtual and in person financial professional meetings and relationships
Proactive outreach calls and both virtual and in person meetings
Work with retention and pricing initiatives
Plan design reviews and discussions
Attend both virtual and in person sales final meetings
Both virtual and in person on-boarding of new plans
Consistently log CRM system activity
Identify at-risk clients while mitigating and managing risk
What you bring
Bachelor's degree or equivalent experience required.
4-7 years of previous retirement plans experience required, including an understanding of master investment contracts, fees and expenses, plan design, investment basics, and fiduciary concepts
Position requires FINRA series 6: If not held at the time of hire, the series 6 license and any required state insurance license must be secured within six months of hire.
Position requires FINRA series 65: If not held at the time of hire, the series 65 license must be obtained within twelve months of hire.
3 years of retirement plan client relationship management experience, including a general knowledge of nondiscrimination testing, 5500 preparation, investments, mutual funds, and separate accounts desired.
Experience with serving 457(b) plans preferred
Bilingual capabilities in Spanish and English a plus
Proficiency with Microsoft Office applications, Retirement Plan Administration systems, CRM systems, and virtual technology
Excellent telephone and virtual meeting/presentation skills, with an ability to also facilitate in-person meetings
Ability to travel up to 75% of the time across assigned territory required
What We Offer
Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
Equal Opportunity Ameritas is an Equal Opportunity Employer. We are committed to an inclusive culture and diverse workplace, enriched by our individual differences. We hire 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.
Application Deadline: This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.
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Position Location: This position is remote and does not require regular in-office presence. Position Description: Utilize retirement plans experience and relationship building skills to accomplish mutually beneficial growth. Cultivate relationships between the Ameritas Home Office, financial professionals, and qualified plan decision makers with the goal of retaining and growing plan assets. Relationship-building is a key focus of this role. This position interacts with plan sponsors both virtually and face to face. An ability to present professionally via virtual tools (Microsoft Teams, Zoom, etc.) is necessary. This role will require travel approximately 50-75% of the time covering states in the Southeast (primary Florida, Georgia, and the Carolinas). Overnight stays and evening meetings will be required.
What you do
Schedule, plan, and execute both virtual and in person annual plan reviews and other client meetings
Deliver both virtual and in person participant enrollment and education meetings
Respond and resolve escalated client service issues
Manage both virtual and in person financial professional meetings and relationships
Proactive outreach calls and both virtual and in person meetings
Work with retention and pricing initiatives
Plan design reviews and discussions
Attend both virtual and in person sales final meetings
Both virtual and in person on-boarding of new plans
Consistently log CRM system activity
Identify at-risk clients while mitigating and managing risk
What you bring
Bachelor's degree or equivalent experience required.
4-7 years of previous retirement plans experience required, including an understanding of master investment contracts, fees and expenses, plan design, investment basics, and fiduciary concepts
Position requires FINRA series 6: If not held at the time of hire, the series 6 license and any required state insurance license must be secured within six months of hire.
Position requires FINRA series 65: If not held at the time of hire, the series 65 license must be obtained within twelve months of hire.
3 years of retirement plan client relationship management experience, including a general knowledge of nondiscrimination testing, 5500 preparation, investments, mutual funds, and separate accounts desired.
Experience with serving 457(b) plans preferred
Bilingual capabilities in Spanish and English a plus
Proficiency with Microsoft Office applications, Retirement Plan Administration systems, CRM systems, and virtual technology
Excellent telephone and virtual meeting/presentation skills, with an ability to also facilitate in-person meetings
Ability to travel up to 75% of the time across assigned territory required
What We Offer
Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
Equal Opportunity Ameritas is an Equal Opportunity Employer. We are committed to an inclusive culture and diverse workplace, enriched by our individual differences. We hire 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.
Application Deadline: This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.
#J-18808-Ljbffr