Position Description :
Ameritas is seeking a Regional Vice President (RVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC / AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. You will be the driving force of communicating the AIC / AAS value proposition to the Financial Professional community.
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 position is remote and does not require regular in-office presence.
What you do :
Recruit qualified registered representatives and / or investment advisor representatives to join AIC / AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with company.Conduct prospecting calls to advisors and utilize consultative sales skills to recruit business.Qualify prospects based upon comprehensive engagement questionnaireDevelop innovative strategies and detailed sales plan to ensure the attainment of individual recruitment goals.Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC / AAS’s platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business.Coordinate and host networking dinners and receptions for prospective representatives.Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation.Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications.Prepare detailed activity and pipeline reports and participate in scheduled staff meetings.Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business.Represent AIC / AAS at various trade shows, conferences, and seminars.Maintain current knowledge of industry trends and developments.Other duties as assigned.What you bring :
Bachelor’s degree or equivalent work experience.7-10+ years experience in recruiting financial professionals and relationship management experience specifically in the RIA / Broker DealerExperience working with OSJs, branch offices, and / or agencies on structuring sound recruiting processes to build their teamStrong understanding of the financial services industry and field distribution systemsPrevious track record of successful recruiting into the independent advisor industryIndustry licenses preferred but not required : Health & Life license; Series 7, Series 24, Series 65 / 66Strong business acumen and decision-making abilities in a high-growth and risk-charged environmentHighly organized, performance-driven, results focused, self-starter.Strong communication, influencing and relationship management skillsWillingness to travel up to 50%.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 contributionTuition Reimbursement and AssistanceIncentive Program BonusesCompetitive PayFor your time :
Flexible Hybrid workThrive Days - Personal time offPaid time off (PTO)For your health and well-being :
Health Benefits : Medical, Dental, VisionHealth Savings Account (HSA) with employer contributionWell-being programs with financial rewardsEmployee assistance program (EAP)For your professional growth :
Professional development programsLeadership development programsEmployee resource groupsStrengthsFinder ProgramFor your community :
Matching donations programPaid volunteer time– 8 hours per monthFor your family :
Generous paid maternity leave and paternity leaveFertility, surrogacy and adoption assistanceBackup child, elder and pet care supportAn 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.
