Ameritas
Case Design Consultant-Advanced Planning
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Job Description
- Req#: 5442
Employer Industry: Financial Services and Insurance
Why consider this job opportunity:
- Competitive pay with incentive program bonuses
- 401(k) Retirement Plan with company match and quarterly contributions
- Flexible hybrid work options that promote work-life balance
- Generous paid time off, including Thrive Days for personal time off
- Comprehensive health benefits, including medical, dental, and vision coverage
- Opportunities for professional development and community involvement
What to Expect (Job Responsibilities):
- Provide case design sales and technical support for individual distribution systems in business insurance, estate planning, and financial planning
- Analyze complex case problems and present solutions to increase life or annuity sales
- Prepare illustrations and presentations using life insurance and annuity illustration software
- Track sales activity and trends through SalesForce
- Consult with field and internal personnel on advanced sales presentations and product questions
What is Required (Qualifications):
- Bachelor's Degree or equivalent experience
- 4-7 years of individual marketing or sales experience
- Life Insurance license required or willingness to obtain within 6 months
- CLU and ChFC required or working toward completion
- Series 6 or 7 required or willingness to obtain within six months
How to Stand Out (Preferred Qualifications):
- Experience in advanced markets or advanced sales
- Strong analytical skills and experience with sales support tools
- Ability to collaborate effectively with diverse teams
- Knowledge of financial products and services
- Passion for helping clients achieve financial security
#FinancialServices #Insurance #SalesSupport #CareerGrowth #WorkLifeBalance
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Ameritas Life Insurance Corp. is a mutual insurance company.
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