Top 21 Personal Financial Advisors Jobs in North Port, FL

Regional Sales Director-Retirement Plans
Ameritas —Florida
- $154,000 - $462,000 a year
- 8 hour shift
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Real Estate Associate Attorney
Ledbetter Cowan Law Group —Venice, FL
- $90,000 - $120,000 a year
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
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Assistant Utilities Director
North Port, FL —North Port, FL
- $110,084.93 - $176,135.89 a year
- Full-time
- 5 years
- Word processing
- Writing skills
- Paid holidays
- Disability insurance
Assistant Director of Transportation
Sarasota County Government —Sarasota County, FL
- $123,000 - $140,000 a year
- Full-time
- Customer service
- Engineering
- Pass drug screening
- Wellness program
- Paid holidays
Personal Lines Account Manager
Shepherd Insurance LLC —Port Charlotte, FL
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)
Bank of America —Punta Gorda, FL
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Personal Lines Account Coordinator
Shepherd Insurance LLC —Sarasota, FL
- Microsoft Excel
- Microsoft Outlook
- Office
Senior Home Lending Advisor, Venice, FL
JPMorganChase —Venice, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
1d
Senior Civil Project Manager
Smith Seckman Reid, Inc —Punta Gorda, FL
- $117,900 - $170,250 a year
- Hybrid work
- Engineering
- Mentoring
- Contracts
- Paid parental leave
- Health savings account
Vice President, Client Development (Tampa)
EP Wealth Advisors, LLC —Venice, FL
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Travel
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor
Moors & Cabot Inc —Sarasota, FL
- Full-time
- 7 years
- Sales
- Research
- Disability insurance
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Sarasota, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Senior Home Lending Advisor, Sarasota, FL
JPMorganChase —Sarasota, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Premier Advisor - Nokomis, FL
Truist Bank —Nokomis, FL
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Estate Planning & Estate Administration Attorney
Bluestar Professional Services Inc. —Venice, FL
- Full-time
- Senior level
- Communication skills
- Time management
Quick Apply
5d
Client Relationship Manager
Sunrise Landscape —Venice, FL
- Full-time
- Clean driving record
- Pass drug screening
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
11d

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Regional Sales Director-Retirement Plans

Ameritas -
Florida

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Job Details

$154,000 - $462,000 a year

Benefits

Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Financial sales
Experience practicing in the securities industry

Full Job Description

Position Description:

The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.

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 position is remote in the state of Florida and will cover the state of Florida (except the panhandle). 75% travel required within the region.

What you do:

Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region.
Prepare and present proposals for Ameritas Retirement Plan products and services.
Partner with internal wholesaler (Regional Sales Consultant) for territory development and management.
Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan products and services.
Prepare and submit all information required to establish a new or takeover retirement plan
Work with the Ameritas Implementation team to successfully install newly sold retirement plan business.
Design and execute on a business plan that exceeds minimum expectations for activity and results.
Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed
Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed.
Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale.
Meet or exceed the annual sales objectives for the territory

What you bring:

Bachelor's Degree or equivalent combination of education and experience required.
2-4 years of Sales Experience required; 1-2 years within the Retirement Plans and financial services space.
Proactive selling skills are essential.
Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses within 6 months.
Excellent verbal skills to communicate effectively to a wide array of distribution partners.
A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.

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.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in North Port, FL

Regional Sales Director-Retirement Plans

Real Estate Associate Attorney

Assistant Utilities Director

Assistant Director of Transportation

Personal Lines Account Manager

Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)

Personal Lines Account Coordinator

Senior Home Lending Advisor, Venice, FL

Senior Civil Project Manager

Vice President, Client Development (Tampa)

Financial Advisor

Financial Services Professional - Hybrid Remote (FL)

Senior Home Lending Advisor, Sarasota, FL

Premier Advisor - Nokomis, FL

Estate Planning & Estate Administration Attorney

Client Relationship Manager

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