Divisional Vice President - Broker Dealer and RIA Recruiting

Ameritas • Lincoln, NE

4d • Remote

About The Position

Ameritas is seeking a Divisional Vice President (DVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role, you will focus on the identification and successful recruitment of advisors who seek to operate an independent business with a true business partner. You will build, develop, and deploy a comprehensive relationship management strategy for all agency and advisor distribution agencies. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community. 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. This position is remote and does not require regular in-office presence.

Requirements

• Bachelor’s degree or equivalent combination of education and work experience required.
• 10+ years’ experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer industry required.
• Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team(s) required.
• Deep understanding of the financial services industry and field distribution systems required.
• Strong track record of successful recruiting into the independent advisor industry.
• Willingness and ability to travel up to 50% required.

Nice To Haves

• Industry licenses including Health & Life license; Series 7, Series 24, Series 65/66 preferred but not required.
• Strong business acumen and decision-making abilities in a high-growth and risk-charged environment desired.
• Highly organized, performance-driven, results focused, self-starter desired.
• Strong communication, influencing and relationship management skills desired.

Responsibilities

• Contribute meaningfully as a member of the broker dealer and RIA leadership team.
• Responsible for the overall strategy to develop, deliver, and maintain an effective recruiting and relationship management strategy; including supporting agencies in their advisor and firm level growth objectives.
• Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with the company.
• Manage the comprehensive CBA review process and thoughtful creation of transition assistance packages.
• Conduct prospecting calls to advisors and utilize consultative sales skills to recruit new business.
• Qualify prospects based upon comprehensive engagement questionnaire.
• Develop innovative strategies and detailed sales plan to ensure the attainment of firm level recruitment goals.
• Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS’s platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business.
• Coordinate and host home office visits, networking dinners, and receptions for prospective representatives.
• Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation.
• Provide prospective representatives with continued, on-going contact through personal phone calls, virtual meetings, in-person visits, and written communications.
• Prepare detailed activity and pipeline reports and deliver updates to key constituencies across the Ameritas enterprise.
• Manage and direct the transition consultants to drive successful onboarding experiences.
• Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business.
• Represent AIC/AAS at various trade shows, conferences, and seminars.
• Maintain current, up-to-date knowledge of key industry trends and developments.
• Other duties as assigned.

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree