Sales Development Specialist I


Lincoln, NE Technical Sales
Do you have a passion for the life insurance industy, but maybe you started out as a Field Agent in the industry and found that you love the industry, but that wasn't the role for you? We have an exciting opportunity for you!

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 customers 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.

We take great pride in the work we do every day. We have an associate driven culture where employees know that goals and objectives that are set to be achieved; they understand the business strategy and they find new ways to make the company successful. They improve products, processes and services each day to increase the productivity of the enterprise. We rely on our associates for their energy, talents and commitment to give their very best.

Ameritas is looking for an Sales Development Specialist I to enhance Ameritas' competitive position and to increase sales production through effective and timely response to field associate and internal and external Ameritas requests for illustrations, case design, product education and guidance, and other areas of immediate need. To demonstrate and deliver sales materials inclusive, but not limited to, illustrations and marketing material, and to present Ameritas in an accurate and favorable position relative to competition. To access and deliver resources to internal and external associates that will assist their efforts in increasing sales production. The Sales Development Specialist I will function as part of an overall tiered sales support team valued for its knowledge, timeliness of responses and deliver of content to positively affect sales. Role alignment and execution among all team members is essential.

Essential Functions:

Producer Relations and Field Sales Development

80% National Marketing Sales Development Line

* Answer sales development calls on a timely basis.
* Consult on case design with agents / field offices/ Ameritas representatives and provide illustrations and other items of immediate need,
* Guide field partners when appropriate with product selection and any sales/marketing related questions
* Develop expertise of Ameritas illustration systems and educate agents on illustration and product design; troubleshoot software related issues.
* Act as home office resource providing assistance in resolving immediate problems that arise involving all areas of the company, including licensing, commissions, software, new business and POS. Directing those calls to the proper area and maintain ownership of all referred calls and ensure timely response.
* Document in the CRM ( all issues, results and opportunities and ensure that all internal and external partners are properly notified.
* Perform other duties as needed by the department and the team, such as ongoing projects assigned by management.
* Participate in weekly team and regional meetings as assigned by manager
* Continuously enhance skills through professional development activities. (Reading, formal/informal education, training classes, special projects/assignments)
* Perform other duties as assigned.
* Maintain acceptable level of product knowledge of 14 current offerings by attending webinars and training sessions.
* Organize and maintain current product documentation and concepts.

20% Proactive Field Relationship Management

* Develop and maintain strong working relationship with RVP
* Proactively contact assigned key office personnel in assigned agencies, to offer assistance and ongoing education on our products, illustration software, promotions etc.
* Provide on-going sales development by communicating messages, ideas, sales promotions 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 (

Required Knowledge and Skills:

* Must have a basic knowledge of the life insurance industry, life, DI and annuity products
* Bachelor degree preferred or equivalent work experience needed, plus at least 1 year related experience, preferably in insurance, is required.
* Strong interpersonal, oral, listening and written communication skills.
* Requires strong problem solving skills, patience and adaptability.
* Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software and the Internet.
* Must obtain life/health license within six months of obtaining the position.
* Must obtain FINRA Series 6 or 7 within one year of obtaining the position.

Given the overall goals and priorities established the SDSI must exercise a great deal of personal discretion and judgment in maintaining objectivity among many groups/individuals, to communicate in a diplomatic manner, to effectively handle changing and/or stressful situations as well as to diffuse conflict and negotiate win-win outcomes.

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

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 2695

Posted 4 months ago

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