Regional Sales Director-Retirement Plans

Ameritas•Lincoln, OK

68d•Remote

About The Position

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.

Requirements

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.

Responsibilities

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