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Manager – Retirement Plans & Advisory Products

Company: Ameritas
Location: Lincoln
Posted on: July 22, 2021

Job Description:

A strategy focused role responsible for development and oversight of retirement plan and advisory product platform offerings for the broker dealer.

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.

This position is responsible for development and oversight of the retirement plan program and advisory product platform offerings of the broker dealer, including approval process with due diligence; and developing sales strategies and plans for these broker dealer products. 

Nurture vendor and sponsor relationships, including development of a premiere sponsor program.  Responsibility to manage relationships with product sponsors and vendors, but also drive sales and revenue in those broker dealer products by developing strategies and promotion to our field partners.

What you do

* Utilize both broad knowledge of broker dealer products and their applications for clients and deep knowledge of specific features of those products so that through these features we can cover a wide variety of client needs on our platform.  * Build and maintain robust Retirement Plan program, including the curation of platform offerings, training and development, and advisor support * Provide thought leadership and content development, all with the purpose of driving sales in product lines. * Utilize skills in presenting new product ideas to our due diligence and compliance areas, while advocating for new product with our risk committee * Work with leadership to implement sales strategies and initiatives, specifically our RVP and Sales Development areas. * Drive additional revenue from select product sponsors. * Collaboration with compliance and supervision teams will be key to success

What you bring

* 4-7 years of relevant industry experience, including strong industry knowledge on new product offerings required * ERISA knowledge and Retirement Plan experience strongly desired, knowledge of RPAG and ERS is a plus * Bachelor’s degree in a relevant field of study required * Experience in contract negotiations strongly desired * FINRA Series 7 and 66 required * FINRA Series 24 preferred

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.

Salary Range $97,270/yr. to $155,632/yr.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Lincoln , Manager – Retirement Plans & Advisory Products, Other , Lincoln, Nebraska

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