Qureos Mentor

Ameritas Life Insurance Corp

<p></p><div><p><b>Position Description:</b></p><br>
<p><b>
</b></p><p>Provide support and partner with Sales Distribution and internal/external clients. Act as a subject matter expert on plan documents for new business, restatements, and amendments. Act as a subject matter expert on current retirement industry regulation and compliance. Partner with Sales Distribution on potential client contribution illustrations and plan document reviews.</p><br>
<p></p>
<p>
Ensure legal and regulatory compliance by maintaining responsive and collaborative relationships with internal and external business partners. Utilize regulatory knowledge to review processes and implement solutions to resolve complex problems.</p><br>
<p></p>
<p><b>
Position Location:</b></p>
<p>
This position is remote and does not require regular in-office presence.</p><br>
<p>
</p><p><b>What you do:</b></p>
<ul>
<li>Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolutions for potential plan errors.
</li><li>Cross team and team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential.</li>
<li>Utilize a strong understanding of ERISA.
</li><li>Success in this role requires an ability to perform research and provide solutions in an independent manner.</li>
<li>Make recommendations to mitigate regulatory risk.</li>
<li>Communicate with internal and external business partners to promote their understanding and compliance with I.R.S. and D.O.L. regulatory requirements, policies, and procedures.</li>
<li>Manage multiple projects at one time. Delivery on service level agreements and service standards with shifting priorities.</li>
<li>Utilize strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook.</li>
<li>Apply excellent verbal and written communication skills.</li>
<li>Employ customer service skills and problem-solving skills to make plan sponsors aware of potential plan documents issues and proactively build solutions to those concerns.</li>
<li>Draft and amend retirement plan documents working within Ameritas approved framework.</li>
<li>Conduct plan design calls with advisors and plan sponsors</li>
<li>Prepare plan design illustrations</li>
</ul>
<p><b>What you bring:
</b></p><ul><li>3-5 years of retirement plan experience or compliance/document experience required.</li>
<li>Bachelor's degree or equivalent combination of education and experience is required.</li>
<li>Defined contribution retirement plan experience is required.</li>
<li>Understanding of ERISA as well as IRS and DOL guidelines and regulations is required.</li>
<li>Experience working with retirement plan documents is desired.</li>
<li>ASPPA Designation(s) (such as QKA, QPA) or equivalent is desired.</li>
</ul>
<p><b>What we offer:
</b></p><div><b>A meaningful mission. Great benefits. A vibrant culture</b></div>
<div>
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.</div><br>
<div>
</div><div>At Ameritas, you&rsquo;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&rsquo;t:</div><br>
<div></div>
<div><b>
Ameritas Benefits</b></div><br>
<div></div>
<div><b>
For</b> <b>your money:</b></div>
<ul>
<li>401(k) Retirement Plan with company match and quarterly contribution</li>
<li>Tuition Reimbursement and Assistance</li>
<li>Incentive Program Bonuses</li>
<li>Competitive Pay</li>
</ul>
<div><b>For your time:</b></div>
<ul>
<li>Flexible Hybrid work</li>
<li>Thrive Days - Personal time off</li>
<li>Paid time off (PTO)</li>
</ul>
<div><b>For your health and well-being:</b></div>
<ul>
<li>Health Benefits: Medical, Dental, Vision</li>
<li>Health Savings Account (HSA) with employer contribution</li>
<li>Well-being programs with financial rewards</li>
<li>Employee assistance program (EAP)</li>
</ul>
<div><b>For your professional growth:</b>
</div><ul><li>Professional development programs</li>
<li>Leadership development programs</li>
<li>Employee resource groups</li>
<li>StrengthsFinder Program</li>
</ul>
<div><b> For your community:</b></div>
<ul>
<li>Matching donations program</li>
<li>Paid volunteer time&ndash; 8 hours per month</li>
</ul>
<div><b>For your family:</b></div>
<ul>
<li>Generous paid maternity leave and paternity leave</li>
<li>Fertility, surrogacy and adoption assistance
</li><li>Backup child, elder and pet care support</li>
</ul>
<p><b>An Equal Opportunity Employer</b></p><br>
<p></p>
<p>
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we&rsquo;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.</p></div><p></p>

Compliance Analyst

<p></p><div><p><b>Position Description:
</b></p><p>This position will increase the sales of individual products and the effectiveness of the sales and marketing effort by providing extensive marketing, training, sales support and technical support to all individual distribution systems and home office associates in business insurance, estate planning, financial planning, retirement planning, tax, and other situations.</p><br>
<p></p>
<p>
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.</p><br>
<p></p>
<p><b>
Position Location:</b></p>
<ul>
<li>This is a hybrid role working partially in-office and partially from home.
</li></ul><p><b>What you do:</b></p>
<ul>
<li>Provides case design sales and technical support to all field and home office associates in all individual distribution systems with matters relating to the sale of life and annuity products in business insurance, estate planning, financial planning, retirement, and other technical cases</li>
<li>Analyzes requests from the field force and department personnel on advanced and complex case problems and presents solutions that can result in increased life or annuity sales.</li>
<li>Prepare illustrations and presentation solutions for advanced cases thru the use of life insurance and annuity illustration software and other supporting software systems (Insmark, etc)</li>
<li>Track activity thru SalesForce to monitor the progress and trends of cases thru the sales process</li>
<li>Consults directly with both the field and internal home office personnel in the preparation of advanced sales presentations and related field support activities, such as providing technical expertise on advanced life insurance &amp; annuity product questions
</li><li>Provides advanced sales and technical guidance to various home office departments when questions arise on existing insurance plans as well as home office procedures.</li></ul><br>
<p></p>
<p><b>
What you bring:
</b></p><ul><li>Bachelor's Degree or equivalent experience required</li>
<li>4-7 years of Individual Marketing or Sales experience required</li>
<li>CLU and ChFC required or working toward completion</li>
<li>Life Insurance license required or willing to obtain within 6 months</li>
<li>Series 6 or 7 required or willing to obtain within six months</li></ul><br>
<p></p>
<p><b>
What we offer:
</b></p><div><b>A meaningful mission. Great benefits. A vibrant culture</b></div>
<div>
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.</div><br>
<div>
</div><div>At Ameritas, you&rsquo;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&rsquo;t:</div><br>
<div></div>
<div><b>
Ameritas Benefits</b></div>
<div><b>
For</b> <b>your money:</b></div>
<ul>
<li>401(k) Retirement Plan with company match and quarterly contribution</li>
<li>Tuition Reimbursement and Assistance</li>
<li>Incentive Program Bonuses</li>
<li>Competitive Pay</li>
</ul>
<div><b>For your time:</b></div>
<ul>
<li>Flexible Hybrid work</li>
<li>Thrive Days - Personal time off</li>
<li>Paid time off (PTO)</li></ul><br>
<div></div>
<div><b>
For your health and well-being:</b></div>
<ul>
<li>Health Benefits: Medical, Dental, Vision</li>
<li>Health Savings Account (HSA) with employer contribution</li>
<li>Well-being programs with financial rewards</li>
<li>Employee assistance program (EAP)</li></ul><br>
<div></div>
<div><b>
For your professional growth</b><b>:</b>
</div><ul><li>Professional development programs</li>
<li>Leadership development programs</li>
<li>Employee resource groups</li>
<li>StrengthsFinder Program</li></ul><br>
<div></div>
<div><b>
 For your community:</b></div>
<ul>
<li>Matching donations program</li>
<li>Paid volunteer time&ndash; 8 hours per month</li></ul><br>
<div></div>
<div><b>
For your family:</b></div>
<ul>
<li>Generous paid maternity leave and paternity leave</li>
<li>Fertility, surrogacy and adoption assistance
</li><li>Backup child, elder and pet care support</li></ul><br>
<p></p>
<p>
</p><p><b>An Equal Opportunity Employer</b></p><br>
<p></p>
<p>
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we&rsquo;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.</p></div><p></p>

Case Design Consultant-Advanced Planning

Join Ameritas Life Insurance Corp and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ameritas Life Insurance Corp

ABOUT_COMPANY

Compliance Analyst

Case Design Consultant-Advanced Planning