Sr. Sales Support & Operations Analyst

Job Description

Enhance Ameritas' competitive position and increase sales production. As a Senior Sales Support Analyst- Individual provide effective and timely responses to (internal/external) requests for illustrations, case design, product education and guidance. Demonstrate and deliver sales and marketing materials, including illustrations, while presenting Ameritas in an accurate and favorable position relative to competition.

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do:

The role will involve a mixture of Producer Relations and Field Sales Development, with associated duties and approximate percentage breakdown shown below.

85% National Marketing Sales Development Line

• Answer sales development calls in a timely manner.  Provide materials on cases of immediate need.
• Consult on case design with agents / field offices/ Ameritas representatives and provide illustrations
• Guide field partners when appropriate with product selection and any sales/marketing related questions
• Develop expertise of Ameritas illustration systems and educate agents on illustration and product design; troubleshoot software related issues.
• Act as home office resource assisting in resolving problems that arise involving all areas of the company, including licensing, commissions, software, new business and POS. Direct calls to the proper area while maintaining ownership of all referred calls to ensure timely response.
• Document in SalesForce.com CRM all issues, results, and opportunities and ensure both internal and external partners are properly notified.
• Perform other duties as needed/assigned, including ongoing projects assigned by leadership.
• Participate in team and regional meetings as assigned by manager
• Continuously enhance skills through professional development activities (reading, formal and informal education, training classes, special projects/assignments).  Maintain acceptable levels of product knowledge of multiple current offerings by attending webinars and training sessions.
• Organize and maintain current product documentation and concepts.

15% Proactive Field Relationship Management

• Develop and maintain strong working relationship with assigned RVP(s).
• Proactively contact key office personnel in assigned agencies assisting and educating on products, illustration software, promotions etc.
• Provide on-going sales development by communicating messages, sales promotions, and concepts to the field via multiple technological channels.
• Maintain on-going relationship-based communication to develop strong working connections with offices.
• Log calls and all pertinent information daily SalesForce.com CRM.

What you bring:

• Bachelor’s degree or equivalent combination of education and experience required.
• 1-3 years of related experience required.
• Basic knowledge of the insurance industry including life insurance, disability income, and annuity products is highly preferred in this role.
• Intermediate to expert level knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software, and various internet-based tools and applications.
• Bi-lingual skills in Spanish and English preferred.
• If not currently held, applicant must obtain life/health license within six months of entering the position.
• If not currently held, applicant must obtain FINRA Series 6 OR Series 7 within one year of entering the position.

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.