Eric Ojeda, MAM,LUTCF, ACS, ASRI, ALMI
Director of Sales Enablement at Alliance Group- Claim this Profile
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Bio
Experience
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Alliance Group
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India
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Business Consulting and Services
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Director of Sales Enablement
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Dec 2022 - Present
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Spreetail
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United States
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Retail
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500 - 600 Employee
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Manager, Business Development Managers
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Apr 2022 - Oct 2022
Lincoln, Nebraska, United States
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Sr. Business Development Manager
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May 2021 - Apr 2022
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Ameritas
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United States
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Insurance
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700 & Above Employee
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Manager, Internal Sales Development - Independent Distribution Channel
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Oct 2017 - Apr 2021
Lincoln, Nebraska Area
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Registered Rep
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Dec 1998 - Apr 2021
Securities and investment advisory services offered through Ameritas Investment Corp.("AIC"), member FINRA/SIPC. AIC is not affiliated. This is not an offer of securites in any jurisdiction,nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of NE.
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Internal Sales Development Consultant - Independent Distribution Channel
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May 2006 - Oct 2017
Internal support for Independent Distribution Communicate Product Knowledge to the field Illustration Support Resolution of agent problems Product and Sales concept trainings through ReadyTalk Drive sales in Alternative Distribution Sales and Marketing Campaigns
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Bank of the West
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Banking
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1 - 100 Employee
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Personal Banker
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Aug 2005 - Jun 2006
• Offered loans to bank customers • Authorized checking, savings and CD accounts • Performed maintenance work for customer accounts • Provided timely customer service • Supported sales for the branch • Provided training for Tellers on the loan side of banking
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Perot Systems
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United States
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Information Technology & Services
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1 - 100 Employee
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Customer Service Representative – In-Force Annuities
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May 2004 - Aug 2005
• Helped answer questions for policy owners and agents about their annuity products • Trained new team members on policy and procedures • Maintained accurate notes for telephone conversations • Prepared illustrations and letters
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Account Manager
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Dec 1998 - May 2004
• Obtained Series 6, 63 and traditional life licenses • Prospected potential clients • Provided proposals and solicit applications for life insurance, annuities and other products • Rendered service to policyholders • Maintained proper records • Trained and supervised interns
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Education
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Doane University
Masters in Management, Leadership -
Doane College
Bachelors of Arts, Professional Studies in Business w/ an Emphasis in Marketing -
The American College
LUTCF, Insurance and Marketing -
Southeast Community College
Associates Degree, Business Administration/Marketing -
Pius X