Internal Wholesaler
The internal Wholesaler, under direct supervision, will partner with more experienced annuity internal wholesalers to provide outbound calling pre and post-sale technical product support to clients (e.g., broker dealers, captive agents and/or institutions) including information on annuity product benefits, historical and current performance results, procedural requirements, tax and legal information and recommendations. Provide sales and marketing materials and specific sales illustration support as needed. Help to develop and update product comparisons based on features, historical performance and other company ratings. May also partner with more experienced internal wholesalers to analyze competitor data and provide clients with conservation and competition support, and to develop and manage sales and marketing plans.
The Impact
Helps design various annuity product ideas and concepts, successfully answer incoming advisor questions and proactively starting sales conversations within assigned territory to increase sales through partnership with your Senior Annuity Product Specialist as well as conducting virtual meetings for advisors and agency annuity specialists on annuity sales ideas and concepts.?
- Proactively partner with Senior Annuity Product Specialist partner, and other business partners to develop/grow individual annuity sales and achieve assigned goals. Develop effective business sales plans and determine actions to deliver them.
- Answer incoming Territory calls in a timely accurate manner providing professional sales oriented detailed information to caller (product information, illustrations, forms and marketing materials) for producers and back office support personnel.
- Proficient with and effectively utilize illustration tools, SalesForce and other identified systems/tools.
- Act as a liaison on behalf of Sales for the advisor and other sales entities that do business with us informing them of ongoing products and communications.
- Work as a contributing team member to assist in achieving the sales goals of Sales and Distribution and provide backup to the other members of the team when needed. Cross-train on all product lines: Disability/Long Term Care Insurance; Life Insurance and Annuities and use that knowledge to identify cross-selling opportunities.
- Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted case to be ?reported? in a timely manner, respectful of procedures.
The Minimum Qualifications
- 2+ years of sales support or direct selling experience (with quotas) in the Financial Services/ Insurance Industry
- FINRA Series 6 (or ability to obtain within 3-6 months)
- Bachelor?s Degree or High School Diploma and equivalent work experience.
- Ability to influence others
- Customer Service focused, proven track record of working others, team player
- Focused on development, a quick learner in product space
- Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions
Preferred Qualifications:
- In-depth Annuity Product Knowledge
- Competitive product knowledge
- Ability to demonstrate a clear understanding of the marketplace that applies to the products being sold.