Internal Wholesaler


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.

Ameritas is seeking an Internal Wholesaler who will enhance Ameritas' competitive position and 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. In this role, you will provide field support by serving as a conduit between field associates and Home Office resources. You 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.

What you do

· Partner with Regional Vice Presidents (RVPs) to drive sales through Field Associates including assisting in prospecting, recruiting and cultivating relationships with new agency prospects.

· Develop and maintain strong working relationship with RVPs and assigned agencies.

· Proactively contact 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.

· Log calls, document issues, results and all pertinent information daily in the CRM (

· 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, and new business. Maintain ownership of all referred calls and ensure timely response.

· Provide training, guidance, and work direction to less experienced team members.

· Perform other duties as needed by the department and the team, such as ongoing projects assigned by management.

What you Bring

· Bachelor’s degree or equivalent experience

· 3-5+ years’ of industry experience, with an emphasis on sales or marketing preferred.

· Must have an in-depth knowledge of the life insurance industry, life, DI, annuity products and/or broker dealer knowledge.

· 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.

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: 8902

Posted 24 days ago

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