Regional Sales Director-Retirement Plans - Remote, OH
Ameritas, Frankfort, KY, United States
Overview
Regional Sales Director - Retirement Plans. Multiple Locations. Remote in OH, KY, WV, or Western PA with up to 75% travel.
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 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.
Flexible hybrid work options. Time for family and community. Benefits cover health, life, retirement, and more.
Benefits include: 401(k) retirement plan with company match, tuition reimbursement, incentive program bonuses, competitive pay, flexible hybrid work, Thrive Days, PTO, health benefits (medical, dental, vision), HSA with employer contribution, well-being programs, EAP, professional development, leadership development, employee resource groups, StrengthsFinder, matching donations, paid volunteer time, parental leave, fertility/adoption assistance, backup care support.
Equal Opportunity Employer. We hire based on qualifications and merit, regardless of protected characteristics.
Additional details Pay range: $154,000.00 – $462,000.00 per year. This position may be located in multiple locations; final pay determined by role, experience, and location. This position is eligible to participate in our benefits package and variable compensation programs. This posting will remain 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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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 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.
Flexible hybrid work options. Time for family and community. Benefits cover health, life, retirement, and more.
Benefits include: 401(k) retirement plan with company match, tuition reimbursement, incentive program bonuses, competitive pay, flexible hybrid work, Thrive Days, PTO, health benefits (medical, dental, vision), HSA with employer contribution, well-being programs, EAP, professional development, leadership development, employee resource groups, StrengthsFinder, matching donations, paid volunteer time, parental leave, fertility/adoption assistance, backup care support.
Equal Opportunity Employer. We hire based on qualifications and merit, regardless of protected characteristics.
Additional details Pay range: $154,000.00 – $462,000.00 per year. This position may be located in multiple locations; final pay determined by role, experience, and location. This position is eligible to participate in our benefits package and variable compensation programs. This posting will remain 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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