Job Description

Position Description:

This position will review  Ameritas life insurance and annuity products sold in N.Y. state for client best interest. Most time will be spent on review of life insurance products. The minority of time will be spent on review of annuity contributions. This position performs through the development, implementation, and maintenance of a proficient system of internal controls which improves the quality, efficiency, and effectiveness of the department process. The incumbent performs audits and develops controls necessary to ensure the accuracy of plan/policy issues and maintaining compliance with federal and state regulations.

Position Location:

This position is remote and does not require regular in-office presence.

What you do:

• Work within internal audit program which focuses on conducting ongoing reviews regarding client best interest.
• Take appropriate action from findings to minimize or eliminate potential problems in a timely manner.
• Develop relationships with agents in the field and request information from them as needed. Develop and follow communication plans for regulatory changes to the areas impacted including field producers.
• Work in partnership with Ameritas new business team to ensure timely approval and issuance of policies. Consult with internal partners to identify areas where coordination of efforts can occur. Identify and recommend changes in processes to leadership.
• Represent the department on initatives and projects as necessary. Tasks include but not limited to a change in business processes or the implementation of procedures for new state or federal regulations.
• Maintain familiarity with New York state and/or federal regulations.

What you bring:

• Bachelor’s degree or equivalent combination of education and experience required.
• 1-3 years of relevant experience required.
• FINRA Series 6 required.

• FINRA Series 26 required within 180 days of starting role.
• FINRA Series 7 and 24 desired but not required.

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.

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

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

Job Tags

Similar Jobs