Sales Implementation Consultant-Retirement Plans


Lincoln, NE Technical Sales
Implement retirement plans using knowledge of plan design and strong communication skills.

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 a Sales Implementation Consultant. The Sales Implementation Consultant serves as the primary liaison between the financial professional, client, regional director and internal partners during the plan installation/conversion. This position develops and maintains a professional and positive relationship with retirement plan financial professionals and clients and ensures that all required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.

Essential Job Functions

* Work with prior record keeper/investment provider to coordinate the transfer of Plan assets, including generating affiliated notices and directing the allocation of transferred assets
* Partners in a team environment to provide support to specific support to assigned regions and coordinates with the Regional Director, Regional Sales Consultant and Client Relationship Manager for each assigned region regarding pending business
* Serves as an advocate to communicate the implementation process to colleagues including internal and external associates, financial professionals, TPAs and clients
* Promote a professional and positive image of Ameritas Retirement Plans
* Develop and nurture plan sponsor, financial professional, TPA relationships
* Plan and coordinate all functions necessary to properly service retirement plan clients
* Collaborate effectively and efficiently with internal partners to anticipate and fulfill client needs
* Assume ownership and ensure timely, professional, and accurate responses and resolutions
* Support and drive client service initiatives, and maintain risk awareness and regulatory knowledge
* Willingness to have calls and emails evaluated or monitored for coaching and quality assurance purposes
* Must be open to feedback and demonstrate an enthusiasm to learn methods that exceed the expectations of our customers, both internal and external.
* Support the philosophy of a "Team" concept. This should be accomplished by actively promoting a team environment in all areas of responsibility and by maintaining open lines of communication between each team member regarding issues that impact the overall performance of the team
* Demonstrate ability to remain calm and in control in high stress situations and handle difficult situations/personalities
* Ability to be flexible and agile with change process to enhance the client experience
* Peak business season October through January. Limited access to time off during this peak season is to be anticipated.


* Minimum four years of total work experience required, with retirement and qualified plan experience desired. Extensive knowledge of complex legal requirements and contracts relating to qualified retirement plans.
* Four-year college degree, preferably in business or finance, or equivalent experience required.
* Required:

* Strong written and oral communication skills.
* Must be able to manage a number of priorities at one time while working within required deadlines.
* Proficiency with Microsoft Office products (Word, Excel and Powerpoint).Strong customer focus with excellent interpersonal skills.
* Project management skills.
* Ability to consult on plan design issues
* Desired:

* Experience coaching others desired.
* Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration.
* ASPPA exams or equivalents.
* Knowledge of OMNI, Relius and recordkeeping systems

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

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 3570

Posted about 2 months ago

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