Regional Sales Representative
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-08-26
Listing for:
Ameritas
Full Time
position Listed on 2026-08-26
Job specializations:
-
Sales
Business Development, Outside / Field Sales, Financial Sales, Sales Representative
Job Description & How to Apply Below
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
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