Ameritas Life Insurance Corp is seeking a Director of National Accounts and Partnership Sales, Retirement Plans who is responsible for growing sales with key, strategic distribution partners. The role involves developing business plans, leading sales initiatives, and building relationships with both internal and external partners.
Responsibilities:
- Ability to lead projects and sales finals but leverage internal sales resources including key account management, institutional sales, external sales and internal sales
- Create an enhanced distribution strategy to grow sales at firm-level partners by studying local office dynamics and opening doors for external wholesalers, developing partnership improvement plans
- Ability to partner with above internal constituents to identify potential strategic relationships that will benefit from and produce outsized sales when a strategic plan is put in place
- Exceptional organizational skills and ability to build a sales business plan
- Provide detailed reporting, as necessary, to key strategic partners on a monthly, quarterly or annual basis
- Develop Ameritas AIC/AAS relationship and lead RP Task Force and key initiatives
- Take lead in organizing and leading annual RP Forum for key advisor/TPA relationships
- Partner with VP Sales and National Sales Director in developing and executing key Sales initiatives
- Represent Ameritas Retirement Plans at various industry events including booth/table sponsorships and breakout session speaker
- Strong interpersonal skills to accomplish two things:
- Build relationships and motivate internal partners to execute on business plan
- Build relationships with key external partners to get their buy in and support of partnership plan
Requirements:
- 10+ years' sales, RP and industry experience
- Series 6 required or if not held at time of hire able to obtain in 6 months
- Excellent leader and strategic thinker, creating and implementing change in an effective way with buy-in and support both from internal and external associates
- Strong presenter with excellent written, oral and meeting facilitation skills
- Proficient in Microsoft Office applications
- Team player, readily contributing as requested on new projects (strategic and tactical) to grow business at or above corporate targets as assigned and ability to reach resolution of issues both between field and home office and between clients and the company
- Dynamic speaker at conference sessions and engaging booth/table leader
- Ability to build strong relationships with key decision makers and tell a compelling Ameritas Retirement Plans story
- Ability to travel 50% - 75% of time
- Industry designations are a definite plus
- Knowledge of core product financials, offerings and pricing structure is key
- Market segmentation knowledge, including micro-, small and emerging market needs, products and deliverables and proficiency in product modeling, pricing and department financials a plus