Lead Transition Consultant- Broker Dealer

Position Description: 

The Lead Transition and Onboarding Consultant is responsible for the installation of all new agencies/firms, specifically as the primary lead on transitioning advisory and broker-dealer accounts for newly recruited financial professionals. This role serves as the primary liaison between the financial professional, and internal partners during the transition and onboarding phase.

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:

• Coordinate and conduct effective agency and home office visits and virtual presentations utilized during the onboarding process.
• Coordinate and develop on-going educational offerings (virtual and physical) for the agencies and the agents for the integration phase.
• Measure and monitor the onboarding process and adjust as needed.
• Document and monitor activities using Salesforce.
• Facilitate resolution of non-routine inquiries and issues
• Coordinate a team of business line subject matter experts that support an agency / agent in the transition phase.
• Act as a communication hub for known challenges and success both to the agencies and the home office partners.
• Interact with multiple partners within and outside of Agency & Advisor Distribution
• Assist with and coordinate the training as needed.
• Act as a subject matter generalist.
• Coordinate a smooth transition at the end of the integration period to a regular service, sales, and regional relationships.
• Owns timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.
• Drives client service initiatives, including process improvement to enhance the client experience.
• Maintains risk awareness and regulatory knowledge.
• Ensures smooth transition for ongoing service through to the client service teams. 

What you bring:

• Bachelor's Degree (preferably in Business or Finance) or equivalent experience required.
• Series 6 or 7 preferred.
• 3-5 years of related experience required.
• 0-2 years of experience coaching others preferred.
• Excellent written and verbal communication skills
• Ability to organize and manage multiple priorities.
• Excellent problem solving and time management skills.
• Ability to think strategically and plan tactically.
• Microsoft Word and Microsoft Excel experience.

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.