What are the responsibilities and job description for the External Wholesaler position at Ameritas?
Position Description:
The External Wholesaler is responsible for managing sales relationships with strategic partners to achieve sales and persistency goals through brokers for Ameritas products and services.
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, annuities, investments, and wealth management services.
Position Location:
- This role could be hybrid or remote based on proximity to an office location.
What you do:
- Design and implement profitable and persistent sales strategies to achieve team objectives.
- Stays current with changing trends, new products, competition information, and business needs of clients to position Ameritas products in comparison with firms' product shelves.
- Delivers in-person and virtual sales presentations with assigned accounts and their producers.
- Develops and reviews short and long-term individual sales goals.
- Works with internal wholesaler and RVP to build annual sales and activity plans to ensure production goals are achieved.
- Up and cross-sells ancillary products and services to new and in-force blocks of business.
- Collaborates with internal stakeholders to coordinate sales efforts in the territory.
What you bring:
- Bachelor's Degree or Equivalent experience required
- 4-7 years of related experience required
- Excellent communication skills
- Bilingual skills preferred
- State Health License required
- State Life License required
Travel Requirements:
- 50-75% For client meetings, sales presentations, team meetings, and industry events.
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
Foryour 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.
