Market Development Specialist - Remote Position- HQ is Lincoln, NE

Market Development Specialist

Job Description

This individual will focus on securing new institutional and adopting employer sales for Ameritas. The position will establish new relationships as well as managing and driving greater sales within existing relationships. This position will have a heavy focus on the PEO, Association, MEP and PEP market.

The Market Development Specialist is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships and increasing the number of adopting employers. These key relationships will include existing PEO/Association clients, PEO industry organizations (NAPEO, PACE, FAPEO), HRIS providers (Prism

HR, iSolved), and other key intermediaries. In addition, this role will assist the Ameritas Retirement Plans Sales team with establishing new MEPs or PEPs, including coordinating the Sales paperwork and onboarding process.

Utilize verbal skills to communicate effectively to a wide array of distribution partners, while using effective listening and troubleshooting skills to help them solve for their problems. This role will be a good fit for someone who can demonstrate high levels of professionalism, sound judgment, strong analytical skills, prioritization and time management skills, and exemplary teamwork. To achieve the goals and priorities established the incumbent must exercise a great deal of personal discretion and judgment in maintaining objectivity among many groups/individuals, to communicate in a diplomatic manner, to effectively handle changing and/or stressful situations as well as to diffuse conflict and negotiate win‑win outcomes.

This position is remote (within the U.S.A.) and does not require regular in‑office presence.

• Partner with the Sales Director to prospect various distribution channels for institutional sales.
• Develop and execute on client specific business plans for institutional sales designed to maximize results over time.
• Proactively prospect and onboard new adopting employers for new and existing PEO, Association, MEP and PEP relationships.
• Meet and exceed activity metrics as developed by VP of Sales.
• Prepare and present proposals for Ameritas Retirement Plan products and services.
• Partner with internal wholesaler (Regional Sales Consultant) and VP of Sales for development and execution of business strategy that produces maximum results.
• Act as liaison between the client and Home Office as needed to ensure success.
• Continuously enhance skills and retirement plan knowledge through professional development activities (Reading, formal/informal education, training classes, special projects/assignments).
• Meet or exceed the annual sales objectives for the Institutional Sales team.
• Communicate regularly with key internal partners, including but not limited to external sales reps, internal sales reps, relationship managers, and other key distribution personnel.
• Develop/generate sales ideas and materials as needed to achieve results.
• Gather and document competitive intelligence and industry insights for Senior Management and Field Partners.
• Document all pertinent interaction and update any changes in the CRM system ().
• Maintain and update pipeline activity in CRM.
• Perform other duties as assigned.

• Bachelor's degree or equivalent combination of education and experience required.
• 4+ years of retirement plan industry and/or financial services industry knowledge and experience required.
• Previous sales experience required. Proactive selling skills are very important.
• Ability to analyze complex situations desired.
• Life insurance license required. If not currently held, must be willing to obtain license within 6 months.
• FINRA Series 6 or 7 licenses are required. If not currently held, must be willing to obtain licenses within 6 months.
• Ability to travel nationally 25%-50% of the time is required.

Ameritas Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).