What are the responsibilities and job description for the Sales Connect Representative (Bi-lingual) position at Ameritas?
Position Description:
Ameritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to General Agents on our Shelf products and provides a baseline level of knowledge & understanding of all Partnered products.
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 role could be hybrid or remote based on proximity to an office location.
What you do:
- Resource for agents and brokers on topics such as product expertise, product fit, underwriting requirements, agent URL use and contracting.
- Serve as the sales representative that effectively drives and closes sales for the
direct-to- consumer channel. These opportunities arise by calls coming into us, no cold calling. - Act as a knowledgeable representative of all Company dental & vision products to help consumer & brokers select the proper product that best suits their needs.
- Assist in navigating on-line plan selection and taking applications over the phone.
- General understanding of Partnered products, and their back-office structure, to respond appropriately or direct caller to the correct entity.
- Key resource for newly onboarded General Agents, and their downline agents, on items including website navigation, product information, marketing tools, general agent commission information, and the agent contracting process.
- Execute engagement campaigns including promotions, webinars, newsletters, and digital strategy.
- A strong understanding of Company strategies and processes, as well as product design and systems, are critical to success in this position.
What you bring:
- Superior interpersonal, verbal, and written communication skills.
- Sales driven individual who is comfortable cross selling and up-selling.
- The incumbent must hold a Life and Health Insurance License; or obtain one within 90 days (courses and fees covered by Ameritas)
- Bachelor's degree or equivalent amount of sales/insurance experience required.
- 1-3 years of related experience required
- Insurance industry related experience helpful.
- Bi-lingual (Spanish), a must.
What we offer:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
- Matching donations program
- Paid volunteer time– 8 hours per month
- 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.
