Practice Management Consultant

Practice Management Consultant
Ameritas Life-Lincoln HYB-NEHY2
Insurance
Full-time

This is a hybrid role working partially in-office and partially from home.

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.

Ameritas is seeking a Practice Management Consultant who will be a key member of the Practice Management team and work in collaboration with the Sales Training & Education team as an individual contributor. This division is responsible for providing optimized services and solutions to enable our financial professionals and their firms to achieve important business objectives such as increasing revenue and lowering overhead expenses. This role will have the ability to create and implement practice management tools while maintaining internal and external partnerships to ensure success of the company and our financial professionals.

What you do

• Direct and influence associate and business resources to achieve business results.
• Focus on and improve ongoing coaching and development.
• Enhance and improve programs and services of each business unit. Develop new value-added products to offer advisors. Ensure content and curriculum is periodically updated. Ensure effectiveness of tactics and activities. Coordinate marketing material and sales campaigns to increase usage of the program.
• collaborate with your peers on the practice management team to determine campaigns and ensure effective execution.
• Use Salesforce to effectively manage prospects and activity.
• Coordinate delivery of practice management programs and services.
• Track and report advisor engagement.
• Meet with prospective advisors regarding practice management programs.
• Provide consulting and coaching to Practice Management clients on a range of business issues, including business strategy, people management, and structure and workflow.
• Other duties as assigned

What you bring

• Bachelor's Degree or equivalent experience required
• 4-7 years of experience related to Wealth Management
• Series 7 and/or 66 strongly preferred, will need to obtain within a year of hiring
• Travel will be required up to 30%

What we offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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.