Case Design Consultant-Advanced Planning Job at Ameritas in Lincoln

Case Design Consultant-Advanced Planning at Ameritas summary :

As a Case Design Consultant in Advanced Planning, you will enhance sales of individual products by providing marketing, training, and sales support in various financial areas including business and estate planning. You will analyze complex case problems and create tailored solutions to optimize sales of life insurance and annuities while consulting with field and home office personnel on technical matters. Your expertise will drive effective sales presentations and support for financial products, ensuring clients are well-informed and satisfied with their insurance options.

Position Description :

This position will increase the sales of individual products and the effectiveness of the sales and marketing effort by providing extensive marketing, training, sales support and technical support to all individual distribution systems and home office associates in business insurance, estate planning, financial planning, retirement planning, tax, and other situations.

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 is a hybrid role working partially in-office and partially from home.

What you do :

What you bring :

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 :

For your time :

For your health and well-being :

For your professional growth :

For your community :

For your family :

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.

This is a sales position. The posted range reflects the base pay and variable compensation. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on base pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our variable compensation program with a target defined by the applicable program.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

Keywords :

case design consultant, financial planning, insurance sales, advanced planning, estate planning, sales support, life insurance, annuities, marketing, client consultation