Regional Sales Director-Retirement Plans

This position is remote in the state of Florida and will cover the state of Florida (except the panhandle). 75% travel required within the region.

About the role

As a Regional Sales Director (RSD), you will serve as a retirement plan wholesaler responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line, including 401(k), 457, 403(b), MEPs, PEPs, and other group retirement products. You will attain the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships with Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third-party administrators, and other intermediaries. The role involves partnering with other Ameritas business units such as Agencies, Dental, and Group.

Responsibilities

• 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 producers to place 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 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.

Requirements

• 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.
• High level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.

Benefits

At Ameritas, benefits cover things you expect—and things you don’t:

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