Hybrid Bilingual Hybrid Sales Consultant at Ameritas

Position Description:

Ameritas is seeking a Bilingual Hybrid Sales Consultant who is an experienced and driven professional to join our team. This position represents a combined effort of both internal and external wholesaling functions to increase sales and support our financial professionals through relationship management, sales strategy execution, and product education.

You will work collaboratively as part of a tiered support team to drive production, improve persistency, and ensure exceptional field experience.

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 role could be hybrid or remote based on proximity to an office location. 

What you do:

Sales & Relationship Management

• Build and maintain sales relationships with assigned partners and financial professionals to achieve regional sales and persistency goals.
• Partner with the RVP and EW to prospect, recruit, and grow agency relationships.
• Proactively contact key office personnel in assigned agencies to offer assistance, sales ideas and ongoing training on our products, illustration software, etc.
• Deliver in-person and virtual sales presentations (in English and Spanish) to producers and agency teams.
• Serve as a concierge-level support liaison, providing timely responses and proactive sales assistance.

Sales Strategy & Execution

• Collaborate on the development and execution of annual business plans for the region.
• Implement profitable, persistent sales strategies aligned with company objectives.
• Develop and monitor individual sales goals and track progress using CRM tools like Salesforce.
• Provide case design consultation.
• Provide on-going sales development by communicating messages, ideas, and concepts to the field via multiple technological sources.
• Assist agents / field offices with product selection and any marketing related questions.

Training & Product Expertise

• Provide product education, illustration system support, and case design consultation.
• Conduct ongoing training for field associates and agency staff on Ameritas products, sales concepts, and technology tools.
• Serve as a conduit between field associates and home office teams for escalated issues across departments such as licensing, commissions, and new business.

Operational Support & Reporting

• Log communications, sales activities, and case details in Salesforce to ensure transparency and performance tracking.
• Monitor submitted, pending, and issued cases; proactively respond to performance variances.
• Maintain ownership of field inquiries to ensure timely resolution and follow-through.

What you bring:

• Bachelor’s degree or equivalent experience
• 4-7 years of life and or annuity insurance experience preferred; 2 years of field experience required.
• Must have an in-depth knowledge of the life insurance industry, life and annuity products and/or broker dealer knowledge.
• Must obtain life and health license within 6 months.
• Bilingual skills in English and Spanish are required.
• Strong interpersonal, oral communication and business writing skills.
• Requires a demonstrated record of initiative, leadership, problem-solving and adaptability.
• Strong relationship building skills.
• Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint), illustration software and the Internet.

Travel Requirements:

• 25%-50% For client meetings, sales presentations, team meetings, and industry events.

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.