Regional Sales Representative

Ameritas is seeking a Regional Sales Representative to grow sales of our life insurance, annuities, retirement, and dental/vision products across an assigned territory. In this client-facing role, you'll build and manage relationships with advisors, agencies, and institutional partners, driving consultative sales that support customers' long-term financial security. You'll execute regional sales strategies, deliver product presentations, train partners, and maintain a strong pipeline. Ameritas offers a collaborative, ethical, and people-focused culture with opportunities for professional development and community impact.

Responsibilities

• Develop and execute a regional sales plan for Ameritas financial and insurance products

• Prospect, qualify, and onboard new advisors, agencies, and institutional partners

• Manage and grow an assigned territory to meet or exceed sales and revenue goals

• Deliver product presentations, proposals, and financial solutions to clients and intermediaries

• Build and maintain long-term relationships with key accounts and referral sources

• Analyze market trends and competitor activity to identify new sales opportunities

• Collaborate with marketing, underwriting, and product teams to support sales initiatives

• Maintain accurate pipeline, forecasts, and activity records in CRM systems

• Provide training and product education to partners and internal stakeholders

• Ensure compliance with industry regulations, company policies, and ethical standards Required Skills

• Territory sales management

• B2

• B financial services sales

• Life insurance and annuities knowledge

• Retirement plan and investment product knowledge

• Prospecting and lead generation

• Consultative and solution selling

• CRM and sales pipeline management

• Presentation and negotiation skills

• Market and competitor analysis

• Regulatory and compliance awareness