Regional Sales Director-Retirement Plans

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 Texas or Okalahoma 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
• 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.