Ameritas

Role Description Ameritas is seeking a Divisional Vice President (DVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. Build, develop, and deploy a comprehensive relationship management strategy for all agency and advisor distribution agencies. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community. This position is remote and does not require regular in-office presence. - Contribute meaningfully as a member of the broker dealer and RIA leadership team. - Responsible for the overall strategy to develop, deliver, and maintain an effective recruiting and relationship management strategy; including supporting agencies in their advisor and firm level growth objectives. - Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with the company. - Manage the comprehensive CBA review process and thoughtful creation of transition assistance packages. - Conduct prospecting calls to advisors and utilize consultative sales skills to recruit new business. - Qualify prospects based upon comprehensive engagement questionnaire. - Develop innovative strategies and detailed sales plan to ensure the attainment of firm level recruitment goals. - Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS’s platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business. - Coordinate and host home office visits, networking dinners, and receptions for prospective representatives. - Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation. - Provide prospective representatives with continued, on-going contact through personal phone calls, virtual meetings, in-person visits, and written communications. - Prepare detailed activity and pipeline reports and deliver updates to key constituencies across the Ameritas enterprise. - Manage and direct the transition consultants to drive successful onboarding experiences. - Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business. - Represent AIC/AAS at various trade shows, conferences, and seminars. - Maintain current, up-to-date knowledge of key industry trends and developments. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent combination of education and work experience required. - 10+ years’ experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer industry required. - Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team(s) required. - Deep understanding of the financial services industry and field distribution systems required. - Strong track record of successful recruiting into the independent advisor industry. - Industry licenses including Health & Life license; Series 7, Series 24, Series 65/66 preferred but not required. - Strong business acumen and decision-making abilities in a high-growth and risk-charged environment desired. - Highly organized, performance-driven, results focused, self-starter desired. - Strong communication, influencing and relationship management skills desired. - Willingness and ability to travel up to 50% required. Benefits - 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.

Role Description This position is remote and does not require regular in-office presence. This position is responsible for supporting service delivery by using established knowledge of company products and processes as well as by conducting basic analysis to process and support service-related tasks. The incumbent will work under limited supervision and may provide guidance to entry level associates or peers. - Answer all inquiries in a professional manner. - Maintain an understanding of the requirements relating to retirement plan participants. - Educate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each process. - Assist participants in accessing their account on-line; assist in resolving retirement plan participants' requests. - Assist in participant education regarding on-line functionality (i.e. on-line enrollment, transfers, loans and withdrawals). - Identify process improvement opportunities to increase efficiency and effectiveness of the team while maintaining an exceptional level of service. - Protect assets by adhering to all applicable regulations, policies and procedures, regulatory requirements, process requirements, and established risk guidelines. - Produce professional correspondence and demonstrate professional verbal communication and customer service skills. - Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate. - Investigate and resolve participant issues and share the results with appropriate parties. Provide written instructions to involved parties. - Maintain the confidentiality of the retirement plan participant to protect and ensure compliance with policy and procedures. - Maintain a global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas. - Effectively coordinate, join, and/or participate in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department. - Other duties as assigned. Qualifications - H.S Diploma or GED - College degree preferred - 1-2 years' customer service experience and previous contact center experience required - Retirement Plans Experience preferred Requirements - Proficient written and oral communication skills. - Ability to manage multiple priorities while working within required deadlines. - Proficient customer focus with excellent interpersonal skills. - Ability to assume ownership and work within a team environment. - High level of curiosity and willingness to learn new methods and procedures. - Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration preferred. - Proficiency with Microsoft Office products (Word, Excel, and PowerPoint). - ASPPA exams or equivalents preferred. - Knowledge of OMNI, Relius, and recordkeeping systems preferred. - Bilingual in Spanish and English preferred. - Some OT required - Must be willing to work 9-6p EST or 8-6p EST with a 60-minute lunch. Benefits - 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

Role Description Ameritas is seeking Customer Service Representatives to drive the business by providing customer service that exceeds customer expectations and achieves customer loyalty. This is an inbound, call center position and will communicate with providers and insured members for verification of insured eligibility, plan provisions, claim status or other pertinent information. This role will be a part of our Group (dental and vision) insurance division. - Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer routine questions, process transactions, or resolve issues. - Documents customer inquiries and related customer data electronically. - Assists service team(s) with back office support functions. - Protects the confidentiality of plan participants and policyholders to ensure compliance with privacy policies and procedures. - Supports department goals by achieving established service standards and metrics. Qualifications - High school diploma or equivalent. - 0-2 years of related experience; contact center, customer service, dental office and/or insurance experience is highly preferred. - Ability to work overtime when required to support business needs. - Excellent verbal and written communication skills; demonstrates initiative when assessing situations. - Proficient use of computer systems and keyboarding skills. Benefits - Starting pay of $18 per hour. - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - 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. Company Description 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, and time for family and community. 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. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to: - Annual compliance testing - Contribution calculations - Preparation of the Form 5500 This role keeps plans qualified by ensuring all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters. This position is remote (within the U.S.A.) and does not require regular in-office presence. Qualifications - Bachelor's Degree required or equivalent combination of education and experience in Retirement Plans - 1-3 years retirement plan administration experience required - Ability to manage data and process financial transactions with a high degree of accuracy - Ability to maintain data security by following all data security guidelines - Excellent mathematical and Excel skills required - Excellent communication skills required - Ability to work under tight deadlines and attention to detail are both desired Requirements - Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters - Administer retirement plans according to plan documents - Calculate employer contributions - Determine participant eligibility and vesting according to plan document - Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests - Prepare and file Forms 5500 and 5330 - Provide support for plan audits - Utilize multiple systems to administer plans efficiently and by regulatory deadlines Benefits Ameritas offers a range of 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 Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, meaning helping all kinds of people, at every age and stage, get more out of life. Ameritas has a reputation as a company that cares, and we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer. This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Title: Sr. Service Training Specialist Location: Lincoln United States Area of Interests Training Full-Time/Part Time Full-time Job Description: This position is responsible for working with the Lead Analyst and management to organize, facilitate training programs, and document trainee output. The incumbent evaluates training effectiveness, identifies potential training gaps for classroom and/or e learning programs, and collaborates with the Lead Analyst in developing learning programs accordingly. Position Location: - This is a hybrid role working partially in-office and partially from home. What you do: - Leads department's new hire training program by delivering new classroom training. - Analyzes training program gaps and recommends improvements to enhance efficiency and quality. - Coaches trainees on their progress and develops performance improvement goals. - Participates in the hiring selection process and planning timeline for new hire classes. - Develops training material, training aides, and training binders. - Monitors existing and emerging learning technology and trends. What you bring: - Bachelor's degree or equivalent experience. - 1-3 years of related experience. - Experience in adult learning or education is preferred. What do 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.

Role Description This position is remote (within the U.S.A.) and does not require regular in-office presence. - Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolutions for potential plan errors. - Cross team and team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential. - Utilize a strong understanding of ERISA. - Success in this role requires an ability to perform research and provide solutions in an independent manner. - Make recommendations to mitigate regulatory risk. - Communicate with internal and external business partners to promote their understanding and compliance with I.R.S. and D.O.L. regulatory requirements, policies, and procedures. - Manage multiple projects at one time. Delivery on service level agreements and service standards with shifting priorities. - Utilize strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook. - Apply excellent verbal and written communication skills. - Employ customer service skills and problem-solving skills to make plan sponsors aware of potential plan documents issues and proactively build solutions to those concerns. - Draft and amend retirement plan documents working within Ameritas approved framework. - Conduct plan design calls with advisors and plan sponsors. - Prepare plan design illustrations. Qualifications - Bachelor’s degree or equivalent experience is required. - 3-5 years of related experience is required. - Defined contribution retirement plan experience is required. - Understanding of ERISA as well as IRS and DOL guidelines and regulations is required. - Experience working with retirement plan documents is desired. - ASPPA Designation(s) (such as QKA, QPA) or equivalent is desired. - Experience with MEP and PEP plans is desired. Benefits - A meaningful mission. Great benefits. A vibrant culture. - 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. Company Description 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. 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 position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description This position is remote (USA) and does not require regular in-office presence. The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs. This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. - Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets. - Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability. - Act as liaison between clients, TPAs, financial professionals, and Ameritas. - Perform research in problematic situations and use analytical skills to resolve issues. - Coordinate with the manager to research issues and negotiate problem resolution. - Follow through on inquiries and initiate correspondence with clients and external parties. - Maintain working knowledge of 401(k), 403(b), and governmental plan provisions. - General knowledge of recordkeeping systems, functional operations, and internal applications. - Explore, participate in, and lead organizational and client projects and initiatives. - Develop and implement strategies to strengthen satisfaction, loyalty, and reliability. - Demonstrate effective service recovery with minimal escalations. - Keep records, account updates, and outgoing mail to clients. - Identify at-risk clients and collaborate with RM’s and internal partners to address client needs. - Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates. - Assist with mentoring new account managers. Qualifications - Bachelor's Degree or equivalent experience in Business, Communication, or related field required. - 1-3 years Relevant Experience in Retirement Plans and customer service experience required. - Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role). - QKA designation desired (can be obtained after entering role). - Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required. - Excellent virtual meeting and presentation skills required. - Ability to actively engage with financial professionals, TPAs and plan sponsors. Benefits - 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. Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, meaning helping all kinds of people, at every age and stage, get more out of life. 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. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description The position assists with the ongoing administration of tax reporting, account reconciliation, and compliance related to taxes. The incumbent's primary role will be to audit all appropriate withholding tax returns, maintain system withholding and accounting tables, and monitor compliance with all employment tax jurisdictions. Additionally, the incumbent may be responsible for reconciling all payroll related suspense accounts and reporting on outstanding balances regularly. The incumbent will also assist in resolving any tax matters that may arise from a company or associate perspective. This position is remote (within the U.S.A.) and does not require regular in-office presence. - As a subject matter expert (SME), provide knowledge and guidance related to all payroll processing matters. - Independently take on tasks and responsibilities where help is needed on the team. - Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades. - Download, reconcile, and track receipt of deposits for payroll files transmitted by plans sponsors and vendors via the web. - Process payrolls and execute trades via Relius recordkeeping system. - Resolve issues related to payroll processing, including under or over funding, eligibility, statutory limits, employer contributions, and loan payments. - Complete all year-end processing requirements to complete plan year including final reports, transactions, and census updates. - Maintain and cultivate strong relationships with plan sponsors as well as client services by staying vigilant in communicating and following up on any outstanding payroll items. Qualifications - Bachelor’s degree or equivalent experience required. - 1-3 years 401k Retirement Experience required. - 3-5 years 401k Retirement Experience preferred. - Relius proficiency preferred. - Intermediate Excel skills required. Benefits - 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. Company Description 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. 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 position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This position serves as the business lead supporting the analysis, design, development, and deployment of business systems and reporting tools to meet Ameritas Retirement Plans division goals and objectives. Provide recommendations for automation and process improvements with a broad knowledge of business systems, reporting, and analytical tools used across the enterprise to recommend optimum solutions for the use cases presented. This is a technical individual contributor role. This position will straddle the line between our Retirement Plan division and our I.T. teams to define strategy, communicate vision, needs, and priorities. This role will involve critical thinking and an ability to understand and manage competing visions and competing priorities. This position is remote (within the U.S.A.) and does not require regular in-office presence. - Drive the development, refinement, and execution of technology plans in collaboration with Retirement Plans and senior leadership. - Lead high-priority initiatives aligned with organizational vision, transformation goals, and long-term enterprise value creation. - Develop business cases and ROI analyses for strategic investments, track realization and performance outcomes. - Define Product Vision: Help craft and communicate a long-term strategic roadmap for the retirement application ecosystem. - Create a high performing culture by advocating for the right technology to meet business resource needs. - Listen and understand stakeholder business requirements. Communicate and clarify requirements to I.T. partners. - Act in diverse capacities as needed to achieve business results. - Partner with Retirement Plans business leaders to identify opportunities for system and reporting solutions to deliver improved business outcomes. - Develop partnerships within the organization and external vendors to engage in cross-functional business initiatives. - Ensure that Retirement Plans systems support the business process from a reporting and analytics perspective. - Lead automation and process improvement initiatives. Track and report on performance enhancements. - Provides direction and manages change according to change management protocol. - Develop deep subject matter expertise for Retirement Plans technology and how it supports specific business processes. - Facilitate regular syncs with business leaders to manage expectations and report on project health to maintain stakeholder alignment. Qualifications - Bachelor's degree or equivalent combination of education and experience required. - 4-7 years of retirement plans related experience required. - Technical experience in Salesforce, CPQ, iJoin and PowerBI applications desired. - Technical experience in Omni or Relius retirement plan applications desired. - Previous experience in business analyst, product owner, or business system administration roles is desired. Benefits - 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. Company Description 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:

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Ameritas Life Insurance Corp is seeking a Director of National Accounts and Partnership Sales, Retirement Plans who is responsible for growing sales with key, strategic distribution partners that represent the largest distribution opportunity for Ameritas while identifying new distribution relationships. These partners may include: - Broker dealers - RIAs - Aggregators - TPAs - Payroll firms - Individual retirement shops - Specific MEP/PEP opportunities - Any other partnership that has large, institutional sales potential The candidate will lead the development of a business plan for each opportunity based on clear metrics engaging the Regional Sales Vice-Presidents or Regional Sales Consultants to coordinate and execute the plan. Periodic reporting of tactics, touchpoints and sales vs. plan will be required. The Strategic Partnerships Sales rep will provide leadership, vision and strategy around these identified opportunities for the Retirement Plan sales team, while ensuring a common culture and sales experience throughout the country. This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: - Lead projects and sales finals leveraging internal sales resources including key account management, institutional sales, external sales and internal sales. - Create an enhanced distribution strategy to grow sales at firm-level partners by studying local office dynamics and opening doors for external wholesalers, developing partnership improvement plans. - Partner with internal constituents to identify potential strategic relationships that will benefit from and produce outsized sales when a strategic plan is put in place. - Provide detailed reporting to key strategic partners on a monthly, quarterly or annual basis. - Develop Ameritas AIC/AAS relationship and lead RP Task Force and key initiatives. - Organize and lead annual RP Forum for key advisor/TPA relationships. - Partner with VP Sales and National Sales Director in developing and executing key Sales initiatives. - Represent Ameritas Retirement Plans at various industry events including booth/table sponsorships and breakout session speaker. - Build relationships and motivate internal partners to execute on business plan. - Build relationships with key external partners to get their buy-in and support of partnership plan. Qualifications - 10+ years' sales, RP and industry experience. - Industry designations are a definite plus. - Knowledge of core product financials, offerings and pricing structure is key. - Market segmentation knowledge, including micro-, small and emerging market needs, products and deliverables. - Proficiency in product modeling, pricing and department financials is a plus. - Excellent leader and strategic thinker, creating and implementing change effectively. - Strong presenter with excellent written, oral and meeting facilitation skills. - Proficient in Microsoft Office applications. - Team player, contributing on new projects to grow business at or above corporate targets. - Dynamic speaker at conference sessions and engaging booth/table leader. - Ability to build strong relationships with key decision makers. - Ability to travel 50% - 75% of time. Benefits - 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. Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, 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, and time for family and community. Ameritas has a reputation as a company that cares, and 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.