The Internal Wholesaler for Life and Annuity at Ameritas acts as a key liaison between field associates and the Home Office to drive sales and enhance the competitive position of the company. This role involves providing training, support, and communication of product knowledge to improve sales productivity while fostering strong relationships with agency partners. The position requires a blend of insurance industry knowledge, interpersonal skills, and bilingual communication to effectively assist agents and agency personnel.

Position Description:

Ameritas is seeking an Internal Wholesaler-Life and Annuity (Bilingual)  who will enhance Ameritas' competitive position and increase sales production through effective communication of product knowledge, sales ideas and concepts and partnering with Ameritas' external representatives to develop the sales of field associates. In this role, you will provide field support by serving as a conduit between field associates and Home Office resources. You will function as part of an overall tiered support team valued for its knowledge, timeliness of responses and delivery of content that will positively affect sales.

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 is a hybrid role working partially in-office and partially from home.

  What you do:

• Partner with Regional Vice Presidents (RVPs) to drive sales through Field Associates including assisting in prospecting, recruiting and cultivating relationships with new agency prospects.
• Develop and maintain strong working relationship with RVPs and assigned agencies.
• Proactively contact key office personnel in assigned agencies to offer assistance and ongoing training on our products, illustration software, etc.
• 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 responding 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. Maintain ownership of all referred calls and ensure timely response.
• Provide training, guidance, and work direction to less experienced team members.
• Perform other duties as needed by the department and the team, such as ongoing projects assigned by management.

What you bring:

• Bachelor’s degree or equivalent experience
• 4-7 years’ of life and or annuity insurance experience preferred; 2 years of field experience required
• Must have an in-depth knowledge of the life insurance industry, life and annuity products and/or broker dealer knowledge.
• Must obtain life license within 6 months.
• Bilingual skills in English and Spanish is preferred
• 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.

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

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

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.

This is a sales position. The posted range reflects the base pay and variable compensation. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on base pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our variable compensation program with a target defined by the applicable program.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

Internal Wholesaler, Life Insurance, Annuity, Sales Support, Financial Products, Bilingual, Insurance Industry, Sales Training, Customer Relations, Wealth Management