Internal Sales Development Consultant II


Lincoln, NE Technical Sales
At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas Life Insurance Corp is seeking an Internal Sales Development Consultant II who will enhance Ameritas' competitive position and to 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. This position will provide field support by serving as a conduit between field associates and Home Office resources. Internal Sales Development Consultants 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. Role alignment and execution among all team members is essential.

Essential Functions:

75% Proactive Field Relationship Management

* Partner with RVPs and wholesalers to drive sales through Field Associates
* Develop and maintain strong working relationship with RVP which will include follow up after meetings
* Proactively contact assigned 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
* Maintain an on-going communication (based on more than a transaction) so as to develop a strong working relationship with assigned offices.
* Log calls and all pertinent information on a daily basis in the CRM (

25% Regional Marketing Sales Development Line

* Answer marketing support calls in a timely basis.
* 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, new business and POS. Maintain ownership of all referred calls and ensure timely response.
* Document issues and results in the CRM (
* Perform other duties as needed by the department and the team, such as ongoing projects assigned by management.
* Participate in weekly regional team meetings
* Continuously enhance skills through professional development activities. (Reading, formal/informal education, training classes, special projects/assignments).
* Perform other duties as assigned.
* Provide training, guidance and work direction to less experienced team members.

Required Knowledge and Skills:

* Bachelor degree or equivalent experience required plus at least five (5) years experience in life insurance, with an emphasis on sales or marketing preferred. Previous experience as field relationships is expected.
* Must have an in-depth knowledge of the life insurance industry, life, DI and annuity products
* Must obtain life/health license within 6 months.
* Must obtain FINRA Series 6 or 7 license within one year.
* 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.

We are Ameritas: proud to say we're in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 1602

Posted 20 days ago

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