Internal Wholesaler – Annuity

🕒 5 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👻 Score fantasma 10%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of F&G

F&G

501 - 1000 funcionários

Fundada em 1959

🛡️ Seguros

💸 Finanças

🏢 Corporativo

Insurance • Finance • Enterprise

A F&G é uma empresa que oferece um portal para agentes de vendas gerenciarem suas contas e acessarem recursos. O portal de agentes SalesLink exige que os usuários façam login com seu ID de agente e senha, oferecendo recursos para gerenciamento de senhas e protocolos de segurança. A F&G parece focar em fornecer serviços e suporte para agentes de vendas, possivelmente nos setores de seguros ou financeiro, conforme sugerido pelo domínio de e-mail 'fglife. com'.

Descrição

• Manage high-volume inbound phone and email inquiries, providing sales support to agents and marketers • Initiate proactive sales initiatives aligned with annuity sales objectives • Maintain in-depth knowledge of F&G products, practices, and procedures • Identify and communicate sales opportunities to Senior Internal Wholesalers and Regional Directors • Provide cross-organizational support regarding contracting and commissions, new business, and policyholder support • Train agents and marketers on F&G illustration software and agent website use • Troubleshoot and report system issues • Maintain knowledge of the annuity insurance industry and competitive landscape • Report to the Manager, Internal Sales • Collaborate with Annuity Distribution Internal Wholesalers and other Annuity Distribution team members • Provide guidance, mentorship, or subject matter expertise without formal people leadership responsibilities

🎯 Requisitos

• High School Diploma or GED • 3+ year of relevant experience • Professional work experience serving customers, working collaboratively across internal or external teams, problem solving, and communicating effectively in small or large group settings • General knowledge of economics and financial planning • Ability to build solid external and internal relationships • Strong oral, written, and interpersonal communication skills • Self-reliant multi-tasking and problem-solving capabilities • Advanced knowledge of MS Office, Word, Excel, and PowerPoint required • Technological proficiency and knowledge of contact management applications, illustration tools, and sales support systems • Bachelor's Degree in Business or related field preferred • Salesforce CRM experience preferred • Knowledge of the annuity insurance marketplace, products, and IMO distribution preferred • Annuity product sales support experience preferred • Life and annuity license preferred

🏖️ Benefícios

• Ability to choose in-office, hybrid, or remote work arrangements in coordination with the leader during the hiring process • Employee-centric flexible work environment • Reasonable accommodations for applicants and candidates with disabilities • Equal opportunity employer • National Top Workplace and Iowa Top Workplace recognition

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