Internal Wholesaler
3 days ago
Ameritas is seeking an experienced Internal Wholesaler to join our team. As a key member of our sales team, you will be responsible for driving sales growth through effective communication of product knowledge, sales ideas, and concepts. You will partner with Regional Vice Presidents to drive sales through Field Associates, assist in prospecting, recruiting, and cultivating relationships with new agency prospects.
Key Responsibilities- Develop and maintain strong working relationships with Regional Vice Presidents and assigned agencies.
- Provide on-going sales development by communicating messages, ideas, and concepts to the field via multiple technological sources.
- Track and communicate submitted, pending, and paid cases.
- Monitor sales in assigned offices and proactively respond to variances from expected performance.
- Log calls, document issues, results, and all pertinent information daily in the CRM (SalesForce.com).
- Assist agents/field offices with product selection and any marketing-related questions.
- Develop understanding of Ameritas illustration systems.
- Act as central resource/home office liaison, providing assistance for resolving problems involving all areas of the company, including licensing, commissions, software, and new business.
- Provide training, guidance, and work direction to less experienced team members.
- Bachelor's degree or equivalent experience.
- 4-7 years of disability insurance experience preferred; 2 years of field experience required.
- Must have an in-depth knowledge of the life insurance industry, life, DI, annuity products, and/or broker dealer knowledge.
- Strong interpersonal, oral communication, and business writing skills.
- Requires a demonstrated record of initiative, leadership, problem-solving, and adaptability.
- Strong relationship building skills.
- Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software, and the Internet.
Ameritas offers a comprehensive benefits package, including a 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, 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.
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