Position Description:

The Case Design Consultant-Advanced Planning will increase the sales of individual products and the effectiveness of the sales and marketing effort by providing extensive marketing, training, sales support and technical support to all individual distribution systems and home office associates in business insurance, estate planning, financial planning, retirement planning, tax, and other situations.

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.

Position Location:

This is a hybrid role working partially in-office and partially from home.

What you do:

Provides case design sales and technical support to all field and home office associates in all individual distribution systems with matters relating to the sale of life and annuity products in business insurance, estate planning, financial planning, retirement, and other technical cases

Analyzes requests from the field force and department personnel on advanced and complex case problems or advanced markets and presents solutions that can result in increased life or annuity sales.

Prepare illustrations and presentation solutions for advanced sales thru the use of life insurance and annuity illustration software and other supporting software systems (Insmark, etc)

Track activity thru SalesForce to monitor the progress and trends of cases thru the sales process

Consults directly with both the field and internal home office personnel in the preparation of advanced sales presentations and related field support activities, such as providing technical expertise on advanced life insurance & annuity product questions

Provides advanced sales and technical guidance to various home office departments when questions arise on existing insurance plans as well as home office procedures.

What you bring:

Bachelor's Degree or equivalent experience required

4-7 years of Individual Marketing or Sales experience required

Preferred experience in advanced markets or advanced sales

CLU and ChFC required or working toward completion

Life Insurance license required or willing to obtain within 6 months

Series 6 or 7 required or willing to obtain within six months

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits

For   your money:

401(k) Retirement Plan with company match and quarterly contribution

Tuition Reimbursement and Assistance

Incentive Program Bonuses

Competitive Pay

For your time:

Flexible Hybrid work

Thrive Days - Personal time off

Paid time off (PTO)

For your health and well-being:

Health Benefits: Medical, Dental, Vision

Health Savings Account (HSA) with employer contribution

Well-being programs with financial rewards

Employee assistance program (EAP)

For your professional growth :

Professional development programs

Leadership development programs

Employee resource groups

StrengthsFinder Program

For your community:

Matching donations program

Paid volunteer time– 8 hours per month

For your family:

Generous paid maternity leave and paternity leave

Fertility, surrogacy and adoption assistance

Backup child, elder and pet care support

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.