Regional Sales Director-Retirement Plans - Remote, TN
Ameritas, Nashville, TN, United States
Regional Sales Director – Retirement Plans
#5678
Job Locations
Remote, Arkansas, United States
Remote, Kentucky, United States
Remote, Louisiana, United States
Remote, Mississippi, United States
Remote, Tennessee, United States
Position Description The Regional Sales Director (RSD) is a retirement plan wholesaler position responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. The RSD must attain the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These relationships include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third‑party administrators, and other key intermediaries. The RSD partners with other Ameritas business units such as Agencies, Dental, and Group.
At Ameritas, our mission is Fulfilling Life. We do that by helping people invest in themselves by offering trusted financial products and advice, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location This position is remote in the state of Tennessee, Kentucky, Mississippi, Arkansas, and Louisiana and does not require regular in‑office presence.
What you do
Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region.
Prepare and present proposals for Ameritas Retirement Plan products and services.
Partner with internal wholesaler (Regional Sales Consultant) for territory development and management.
Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage producers to place their business with Ameritas Retirement Plan products and services.
Prepare and submit all information required to establish a new or takeover retirement plan.
Work with the Ameritas Implementation team to successfully install newly sold retirement plan business.
Design and execute a business plan that exceeds minimum expectations for activity and results.
Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed.
Present enrollment materials for new and existing 401(k) plan enrollment/re‑enrollment meetings as needed.
Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale.
Meet or exceed the annual sales objectives for the territory.
What you bring
Bachelor's Degree or equivalent combination of education and experience required.
2–4 years of sales experience required; 1–2 years within the retirement plans and financial services space.
Proactive selling skills are essential.
Life insurance license required plus a licensed Securities Representative (Series 6 or 7 and Series 63) or willingness and eligibility to obtain licenses within 6 months.
Excellent verbal skills to communicate effectively to a wide array of distribution partners.
A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.
What we offer A meaningful mission. Great benefits. A vibrant culture.
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
Equal Opportunity Employer Ameritas is 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.
Job Details Pay Range: $154,000.00 - $462,000.00 per year. The range reflects the base pay and variable compensation for all potential locations. Variable compensation program with a target defined by the applicable program. Eligible for comprehensive benefits and variable compensation program.
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Job Locations
Remote, Arkansas, United States
Remote, Kentucky, United States
Remote, Louisiana, United States
Remote, Mississippi, United States
Remote, Tennessee, United States
Position Description The Regional Sales Director (RSD) is a retirement plan wholesaler position responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. The RSD must attain the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These relationships include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third‑party administrators, and other key intermediaries. The RSD partners with other Ameritas business units such as Agencies, Dental, and Group.
At Ameritas, our mission is Fulfilling Life. We do that by helping people invest in themselves by offering trusted financial products and advice, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location This position is remote in the state of Tennessee, Kentucky, Mississippi, Arkansas, and Louisiana and does not require regular in‑office presence.
What you do
Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region.
Prepare and present proposals for Ameritas Retirement Plan products and services.
Partner with internal wholesaler (Regional Sales Consultant) for territory development and management.
Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage producers to place their business with Ameritas Retirement Plan products and services.
Prepare and submit all information required to establish a new or takeover retirement plan.
Work with the Ameritas Implementation team to successfully install newly sold retirement plan business.
Design and execute a business plan that exceeds minimum expectations for activity and results.
Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed.
Present enrollment materials for new and existing 401(k) plan enrollment/re‑enrollment meetings as needed.
Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale.
Meet or exceed the annual sales objectives for the territory.
What you bring
Bachelor's Degree or equivalent combination of education and experience required.
2–4 years of sales experience required; 1–2 years within the retirement plans and financial services space.
Proactive selling skills are essential.
Life insurance license required plus a licensed Securities Representative (Series 6 or 7 and Series 63) or willingness and eligibility to obtain licenses within 6 months.
Excellent verbal skills to communicate effectively to a wide array of distribution partners.
A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.
What we offer A meaningful mission. Great benefits. A vibrant culture.
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
Equal Opportunity Employer Ameritas is 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.
Job Details Pay Range: $154,000.00 - $462,000.00 per year. The range reflects the base pay and variable compensation for all potential locations. Variable compensation program with a target defined by the applicable program. Eligible for comprehensive benefits and variable compensation program.
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