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Back

Senior Account & Client Consultant - Retirement Plans

#5802

Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States

Apply

Position Locations

Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States

Area of Interests

Retirement Plans

Full-Time/Part Time

Full-time

Job Description

This position is remote (USA) and does not require regular in-office presence.

The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs. This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. Collaborate cross-functionally to resolve complex issues, lead client meetings, and drive continuous improvement initiatives. Maintain deep knowledge of retirement plan operations, support internal projects, and mentor new team members.

What you do

Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability-while independently providing daily support and aligning services with client expectations.
Act as liaison between clients, TPAs, financial professionals, and Ameritas.
Perform research in problematic situations and use analytical skills to resolve. Coordinate with the manager to research issues and negotiate problem resolution.
Follow through on inquiries and initiate correspondence with clients and external parties.
Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
General knowledge of recordkeeping systems, functional operations, and internal applications.
Exploring, participating in and leading organizational and client projects and initiatives; recognize and communicate possible improvements to management.
Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
Demonstrate effective service recovery with minimal escalations.
Responsible for keeping records, account updates, and outgoing mail to clients
Identify at-risk clients and collaborate with RM's and internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates, present and lead virtual meetings as needed.
Assist with mentoring new account managers.

What you bring

Bachelor's Degree or equivalent experience Business, Communication, or related field required
1-3 years Relevant Experience in Retirement Plans and customer service experience required
Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role)
QKA designation desired (can be obtained after entering role)
Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required
Excellent virtual meeting and presentation skills required
Ability to actively engage with financial professionals, TPAs and plan sponsors

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.

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.

About this Position's Pay

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.

Job Details

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$59,222.00 - $94,756.00 / year

Pay Transparency

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

","shortDescription","

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Regional Sales Director-Retirement Plans

#5850

Multiple Locations

Apply

Position Locations

Remote, Kentucky, United States

Remote, Ohio, United States

Remote, Pennsylvania, United States

Remote, West Virginia, United States

Area of Interests

Retirement Plans

Full-Time/Part Time

Full-time

Job Description

Position Description:

The Regional Sales Director (RSD) is a retirement plan wholesaler position and is 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. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.

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 position is remote in the state of Ohio, Kentucky, West Virginia, or Western Pennsylvania and does not require regular in-office presence. 75% travel required.

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 such 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 on 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 be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible 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

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

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.

About this Position's Pay

This is a sales position. The posted range reflects the base pay and variable compensation. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on base 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 variable compensation program with a target defined by the applicable program.

Job Details

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$154,000.00 - $462,000.00 / year

Pay Transparency

","Regional Sales Director-Retirement Plans - Remote, OH",[86],["B","3305609771"],"/jobs/3305609771-regional-sales-director-retirement-plans-remote-oh","Cincinnati, OH, United States","/jobs?location=Cincinnati%2C+OH%2C+United+States","/jobs?keyword=Regional+Sales+Director-Retirement+Plans+-+Remote%2C+OH",{"_67":68,"_69":87,"_71":88,"_73":89,"_75":90},"Cincinnati","Cincinnati, OH, United States, 45208","OH","45208",["D",1776297600000],"

Back

Regional Sales Director-Retirement Plans

#5678

Multiple Locations

Apply

Position Locations

Remote, Arkansas, United States

Remote, Kentucky, United States

Remote, Louisiana, United States

Remote, Mississippi, United States

Remote, Tennessee, United States

Area of Interests

Retirement Plans

Full-Time/Part Time

Full-time

Job Description

Position Description:

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 such 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 on 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 be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible 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

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

About this Position's Pay

Job Details

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$154,000.00 - $462,000.00 / year

Pay Transparency

","Regional Sales Director-Retirement Plans - Remote, TN",[101],["B","3014573845"],"2 days ago","/jobs/3014573845-regional-sales-director-retirement-plans-remote-tn","Nashville, TN, United States","/jobs?location=Nashville%2C+TN%2C+United+States","/jobs?keyword=Regional+Sales+Director-Retirement+Plans+-+Remote%2C+TN",{"_67":68,"_69":102,"_71":103,"_73":104,"_75":105},"Nashville","Nashville, TN, United States, 37247","TN","37247",["D",1776430800000],"Back Regional Sales Director-Retirement Plans #5850

Multiple Locations

Apply X Facebook LinkedIn Email Copy Position Locations Remote, Kentucky, United StatesRemote, Ohio, United StatesRemote, Pennsylvania, United StatesRemote, West Virginia, United States Area of Interests Retirement Plans Full-Time/Part Time Full-time Job Description Position Description: The Regional Sales Director (RSD) is a retirement plan wholesaler position and is 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. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group. 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 position is remote in the state of Ohio, Kentucky, West Virginia, or Western Pennsylvania and does not require regular in-office presence. 75% travel required.

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 such 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 planWork with the Ameritas Implementation team to successfully install newly sold retirement plan business.Design and execute on 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 neededPresent 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 territoryWhat 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 be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible 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 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 BenefitsFor your money: 401(k) Retirement Plan with company match and quarterly contributionTuition Reimbursement and Assistance Incentive Program Bonuses Competitive Pay For your time: Flexible Hybrid workThrive Days - Personal time offPaid time off (PTO) For your health and well-being: Health Benefits: Medical, Dental, Vision Health Savings Account (HSA) with employer contributionWell-being programs with financial rewardsEmployee assistance program (EAP)For your professional growth: Professional development programsLeadership development programsEmployee resource groupsStrengthsFinder Program For your community:Matching donations programPaid volunteer time- 8 hours per monthFor your family: Generous paid maternity leave and paternity leaveFertility, 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.

Application DeadlineThis 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. About this Position's Pay This is a sales position. The posted range reflects the base pay and variable compensation. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on base 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 variable compensation program with a target defined by the applicable program. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.The actual pay rate will depend on the person's qualifications and experience. $154,000.00 - $462,000.00 / year Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.\n","Back Regional Sales Director-Retirement Plans #5850

Multiple Locations

Apply X Facebook LinkedIn Email Copy Position Locations Re...","Regional Sales Director-Retirement Plans - Remote, Oh",[115],["B","3333678821"],"13 hours ago","/jobs/3333678821-regional-sales-director-retirement-plans-remote-oh","/jobs?keyword=Regional+Sales+Director-Retirement+Plans+-+Remote%2C+Oh",{"_67":68,"_69":87,"_71":116,"_73":89,"_75":117},"Cincinnati, OH, United States, 45220","45220",["D",1776438000000],[123],["B","3337332849"],"11 hours ago","/jobs/3337332849-regional-sales-director-retirement-plans-remote-oh",{"_67":68,"_69":87,"_71":116,"_73":89,"_75":117},1072,"name","Hearst Television","agency","logo","slug","hearst-television","

Every career with Hearst Television is like a story. How it develops, where it takes you, the milestones you reach along the way – you’ve got a lot to look forward to as your unique career story unfolds. Hearst Television, a subsidiary of Hearst, owns and operates local television and radio stations serving nearly three dozen U.S. cities, reaching 24 million U.S. television households. Through its partnership with nearly all major networks, Hearst Television distributes national content across more than 120 video channels, including programming from ABC, NBC, CBS, CW, MY Net, MeTV, This TV, Estrella, and more. Hearst Television is recognized as one of the industry's premier companies. It has been honored with numerous awards for distinguished journalism and industry innovation, including the Walter Cronkite Award for political journalism, the national Edward R. Murrow Award, the DuPont-Columbia Award, and the George Foster Peabody Award.

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Duration: 6+ months Location: Charlotte, NC Requirements: 5+ years as a Business Analyst. Strong experience in retirement plans / retirement services domain. Hands-on experience with: 401(k), 401(a), 403(b), 457, IRA plans Experience with Agile / Scrum / DevOps environments. Strong experience writing: Business requirements User stories Functional specifications\n","descriptionText","Business Analyst - Retirement Plans The Brixton Group, Inc. Marketing & Communications Job Title Duration: 6+ months Location: Charlotte, NC Requirements: 5+ years as a Business Analyst. Strong experience in retirement plans / retirement services domain. Hands-on experience with: 401(k), 401(a), 403(b), 457, IRA plans Experience with Agile / Scrum / DevOps environments. Strong experience writing: Business requirements User stories Functional specifications","Job Title

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