Practice Management Consultant

Ameritas

Do you find passion in helping others to succeed, finding tools and resources to help grow a business?

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.

Act as part of a team to collaborate on practice management consultations and partner with Sales Training & Education team.  This role will be responsible for providing optimized services and solutions to enable our advisors to achieve their important business objectives such as increasing revenue and lowering overhead expenses.

This role will help shape the strategic direction of the team including the ability to create and implement practice management tools while managing internal and external partnerships to ensure success of the company and our advisors.  Travel (within the United States) will be necessary in this role 25% to 50% of the time.

What you do

* Influence financial professional practices to achieve business results.
* Enhance and improve programs and services of each business unit. Develop new value-added products to offer advisors. Ensure content and curriculum is periodically updated. Ensure effectiveness of tactics and activities. Coordinate marketing material and sales campaigns to increase usage of the program.
* Collaborate with your team of practice management coach/consultants. Help determine campaigns and ensure effective execution.
* Use Salesforce to effectively manage prospects and activity. Track and report advisor engagement.
* Delivery of practice management programs and services to Ameritas field partners.
* Meet with prospective advisors regarding practice management programs.
* Provide consulting and coaching to Practice Management clients on a range of business issues, including business strategy, people management, and structure and workflow.
* Partner with Regional VP’s and internal sales team to identify opportunities for growth in Ameritas field partner practices.

What you bring

* Bachelor's Degree or equivalent combination of experience required
* Series 6/7 required. 
* Series 7 and 66 preferred.
* 4-7 years’ experience working with financial services practices
* The ability to travel 25% to 50% of the time will be required

What we offer

* Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
* Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
* We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
* A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
* Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 8149

Posted 28 days ago

Share This Job