Lead Acct & Client Consultant

Position Location:

This position is remote and does not require regular in-office presence.

Position Description:

Utilize retirement plans experience and relationship building skills to accomplish mutually beneficial growth.  Cultivate relationships between the Ameritas Home Office, financial professionals, and qualified plan decision makers with the goal of retaining and growing plan assets. Relationship-building is a key focus of this role.

This position interacts with plan sponsors, advisors, and TPAs virtually.  An ability to present professionally via virtual tools (Microsoft Teams, Zoom, etc.) is necessary.  This role will require travel approximately a few times a year. 

Assist Regional Directors, Internal Regional Sale Consultants and Financial Advisors in achieving sales goals, developing business plans, and identifying opportunities to improve outcomes for your plans and participants. Guide new plans through the installation and transfer process; including conducting enrollment meetings, reviewing the plan adoption agreement with the client, reviewing the contract with the client, obtaining signatures, explaining data and contribution transmission methods, and resolving any problems that may arise during the installation and transfer process.

What you do

• Collaborate with peers to monitor and respond to relationship management requests from advisors and plan sponsors.
• Schedule, plan, and execute virtual annual plan reviews and other client meetings
• Deliver virtual participant enrollment and education meetings
• Respond and resolve escalated client service issues
• Support and develop both virtual advisor meetings and relationships
• Proactive outreach calls and both virtual and in person meetings
• Work with retention and pricing initiatives
• Plan design reviews and discussions
• Support virtual on-boarding of new plans
• Consistently log CRM system activity
• Identify at-risk clients while mitigating and managing risk

What you bring

• Bachelor’s degree or equivalent experience required.
• 3-5 years of previous retirement plans experience required, including an understanding of master investment contracts, fees and expenses, plan design, investment basics, and fiduciary concepts
• Position requires FINRA series 6:  If not held at the time of hire, the series 6 license and any required state insurance license must be secured within six months of hire.
• Position requires FINRA series 65:  If not held at the time of hire, the series 65 license must be obtained with twelve months of hire.
• 2+ years of retirement plan client relationship management experience, including a general knowledge of nondiscrimination testing, 5500 preparation, investments, mutual funds, and separate accounts desired.
• Experience with serving GVA (group variable annuity) and NAV (net asset value) retirement plans preferred
• Bilingual capabilities in Spanish and English a plus
• Proficiency with Microsoft Office applications, Retirement Plan Administration systems, CRM systems, and virtual technology
• Excellent telephone and virtual meeting/presentation skills, with an ability to also facilitate in-person meetings if needed
• Ability to travel up to four times a year

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.

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.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.