Case Design Consultant-Advanced Planning

Company: Ameritas
Location: Lincoln
Posted on: February 10, 2025

Job Description:

Position Description:

This position 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 and presents solutions that can result in increased life or annuity sales.
  • Prepare illustrations and presentation solutions for advanced cases 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
    • 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.
                  
                  This is a sales position. The posted range reflects the base pay and variable compensation. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on base pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our variable compensation program with a target defined by the applicable program.
                  
                  Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
                  
                  

Keywords: Ameritas, Lincoln , Case Design Consultant-Advanced Planning, Professions , Lincoln, Nebraska