• Develop and maintain demand forecasts across multiple territories, including the US, Canada, Europe, the UK, and other global markets • Analyze historical sales data, market trends, and seasonality to create accurate demand and inventory plans • Build annual, quarterly, and seasonal forecasts to support business growth and production planning • Establish sales quantity plans and allocation strategies across territories and sales channels • Monitor sales performance against forecasts and identify risks, variances, and opportunities • Prepare and distribute weekly reports on sales performance, forecast accuracy, and inventory health • Create and maintain dashboards that provide visibility into key sales and inventory metrics • Monitor inventory levels across channels and territories and identify products at risk of stockout • Proactively communicate replenishment needs to operations and supply chain teams to maintain product availability • Support seasonal pre-order planning by providing accurate demand projections and business insights • Collaborate with sales, marketing, operations, and supply chain teams to align forecasting and inventory planning efforts • Support the client with additional tasks and responsibilities as needed, in alignment with the role and overall business objectives

• Develop and maintain demand forecasts across multiple territories, including the US, Canada, Europe, the UK, and other global markets • Analyze historical sales data, market trends, and seasonality to create accurate demand and inventory plans • Build annual, quarterly, and seasonal forecasts to support business growth and production planning • Establish sales quantity plans and allocation strategies across territories and sales channels • Monitor sales performance against forecasts and identify risks, variances, and opportunities • Prepare and distribute weekly reports on sales performance, forecast accuracy, and inventory health • Create and maintain dashboards that provide visibility into key sales and inventory metrics • Monitor inventory levels across channels and territories and identify products at risk of stockout • Proactively communicate replenishment needs to operations and supply chain teams to maintain product availability • Support seasonal pre-order planning by providing accurate demand projections and business insights • Collaborate with sales, marketing, operations, and supply chain teams to align forecasting and inventory planning efforts • Support the client with additional tasks and responsibilities as needed, in alignment with the role and overall business objectives

• Coordinate the handoff from approved customer orders to executed carrier pickups • Confirm pickups with carriers via email and ensure timely follow-up • Complete routing requirements within customer portals • Populate and maintain shipment information in NetSuite templates • Prepare and distribute daily pickup summary reports • Manage missed pickups through resolution and communicate updates to stakeholders • Ensure accurate entry and maintenance of purchase orders, ship dates, freight classes, and shipment details • Meet a 2-hour SLA for carrier communications • Navigate multiple customer portals, NetSuite, and dock scheduling systems while adhering to customer-specific requirements

Role Description The RVP- Independent Distribution position is the relationship manager/wholesaler of fixed Ameritas Life, Disability and Annuity products within the Independent Distribution Channel focused on Insurance Marketing Organizations and Brokerage General Agencies. Activities include: - Developing and implementing sales strategies - Identifying potential distribution partners - Managing existing relationships - Providing training and product/service support This position is remote and does not require regular in-office presence. What you do: - Recruits and maintains new/current relationships with partners and assigned relationships/offices to manage production - Develops a strategic plan for the region and monitors key metrics to ensure progress toward goals - Collaborates with peers and stakeholder areas to ensure we are providing the right tools and resources to foster the greatest return on investment - Facilitates the due diligence review of organizations that are pursuing a relationship with Ameritas - Ensures effective onboarding for new relationships; mentors and coaches less experienced team members and delivers impactful training - Gathers and documents competitive intelligence and industry insights and makes appropriate adjustments to divisional strategy where applicable - Plans and manages the deployment of resources to maximize territory sales while being responsible for budgeting and expenses - Identifies and resolves complex problems for both internal and external parties Qualifications - Bachelor's Degree or equivalent experience required - 4-7 years Insurance experience with emphasis on sales or marketing required - 4-7 years Relationship or Account Manager to IMOs/IBDs/Strategic experience required - Proven track record of successfully growing a territory within the independent distribution channel through IMO relationships - Demonstrated ability to build, manage, and deepen relationships with IMOs and key distribution partners - Strong presentation and communication skills, with experience delivering effective presentations both in person and through virtual/webinar platforms - Proven ability to influence and drive sales results through relationship management, business planning, and consultative selling - Excellent organizational skills, with the ability to prioritize opportunities and manage multiple strategic relationships simultaneously - Ability to work independently and collaborate effectively with internal teams to achieve territory growth objectives 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, which 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 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.