Regional Sales Director

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POST DATE 8/12/2016
END DATE 10/25/2016

Ameritas Life Insurance Corp New York, NY

Company
Ameritas Life Insurance Corp
Job Classification
Full Time
Company Ref #
618BR
AJE Ref #
575857415
Location
New York, NY
Experience
Mid-Career (2 - 15 years)
Job Type
Regular
Education
Bachelors Degree

JOB DESCRIPTION

APPLY
Job Description
The Regional Director is a wholesaler of Ameritas Retirement Plan group investment contract product and registered platform services for qualified retirement plans. This position is responsible for attaining the assigned annual sales goals for the region working through key relationships in the region. The key relationships will include but not be limited to other Ameritas business units such as agencies, dental, group, and independent broker dealer advisors. Responsibilities will include developing a business plan that details various activity levels, identify and target high potential offices in the territory, pre-call planning and other activities as necessary to enhance the productivity.

Position Location:
Title of supervisor to this position: VP, Sales and Relationship Management
or VP, Distribution, Marketing, Wholesaling & Sales Support
Titles of those reporting directly to this position: None

Essential Functions:


* Prospect Ameritas producers, independent financial advisors and benefit brokers for the sale of Ameritas Retirement Plan products and administration services in the Regional Director designated region.

* Prepare and present proposals for qualified retirement plan funding and administration using Ameritas Retirement Plan products and services

* Partner with internal wholesaler (Regional Sales Consultant) for territory development and management

* Conduct qualified retirement plan seminars for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan.

* Prepare and submit all information required to establish a new or takeover retirement plan with Ameritas Retirement Plan.

* Agree to follow, execute and report on required activity minimum metrics.

* Work with Ameritas Retirement Plans Sales Implementation area to successfully install retirement plan business with Ameritas Retirement Plans.

* Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as required.

* 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 Regional Director s locale.

* Attain the annual sales objectives as set forth by the Vice President of Sales.



Required Knowledge and Skills:
A college degree or equivalent work experience, plus at least 3 years sales experience are required. The incumbent will be required to have Retirement Plans and financial services knowledge. Proactive selling skills are essential. The incumbent will be required to acquire a Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6 months. The position requires excellent oral communication skills, especially telephone skills. Excellent verbal skills are important in order to effectively communicate to a wide array of audiences that have diverse knowledge levels of experience in the sale of retirement plans. The incumbent must understand and act on information from producers and have the ability to analyze basic and complex issues. Effective listening and troubleshooting skills are vital. Display a high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.





Qualifications
Required Knowledge and Skills:
A college degree or equivalent work experience, plus at least 3 years sales experience are required. The incumbent will be required to have Retirement Plans and financial services knowledge. Proactive selling skills are essential. The incumbent will be required to acquire a Life insurance license plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing to attain licenses within 6 months. The position requires excellent oral communication skills, especially telephone skills. Excellent verbal skills are important in order to effectively communicate to a wide array of audiences that have diverse knowledge levels of experience in the sale of retirement plans. The incumbent must understand and act on information from producers and have the ability to analyze basic and complex issues. Effective listening and troubleshooting skills are vital. Display a high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.


Competencies
Mission Critical Competencies- Manager
(full descriptions of the competencies are available in the TMS)

Factor I: Strategic Skills


* Functional/Technical Skills

* Decision Quality

* Intellectual Horsepower

* Problem Solving

* Creativity

* Perspective

* Strategic Agility

Factor II: Operating Skills


* Timely Decision Making

* Priority Setting

* Organizing

* Time Management

* Managing and Measuring Work

* Process Management

* Total Work Systems

Factor III: Courage


* Command Skills

* Conflict Management

* Standing Alone

Factor IV: Energy and Drive


* Action Oriented

* Perseverance

* Drive for Results

Factor V: Organizational Positioning Skills


* Presentation Skills

* Comfort Around Higher Management

Factor VI: Personal and Interpersonal Skills


* Customer Focus

* Motivating Others

* Integrity and Trust

* Self-Development




Certifications/Licenses
Series-6 - Investment Co Products/Variable Contracts Rep (IR)
Series-63 - Uniform Securities Agent State Law Exam (AG)
Series-7 - General Securities Rep (GS)

Notice
EOE/M/F/D/V EMPLOYER