Case Design Consultant-Advanced Planning

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: 

• Pr