American Equity · 3 months ago
Sales Support Specialist, Eagle Life
West Des Moines, Iowa, United States
Full-time
Onsite
New Grad, Entry LevelEagle Life Insurance Company®, a subsidiary of American Equity Investment Life Insurance Company®, specializes in innovative retirement solutions. The Sales Support Specialist role is essential in providing support to financial advisors, assisting with product inquiries, and enhancing relationships with business partners while ensuring superior customer service.
ConsultingFinanceInsurance
Responsibilities
Holds priority position in Sales Support inbound phone queue and responds to inbound calls regarding annuity pre-sale and post-sale questions, needs, and concerns
Regularly assists internal and external business partners with the following, but not limited to; Public and non-public Eagle websites, annuity illustration software, sales and marketing programs, annuity product questions, Customer Excellence procedures, pre-sale requirements, in-force annuity service related matters, etc
Provides superior customer service by meeting department Sales Support Specialist metrics for Aux time, talk time and inbound/outbound call-quality assurance
Maintains knowledge of Customer Excellence, Suitability, and other departments’ procedures impacting financial advisors with our partner firms
Proactively asks probing questions for data gathering and prospecting purposes
Provides lead opportunities to External and Internal Wholesalers
Regularly assists Eagle Life wholesaling teams by helping to drive attendance to conference dinners, CE breakouts and regional events, primarily through outbound calls
Provides useful and timely feedback to direct manager and other stakeholders
Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies
Generates ideas and helps create messaging for marketing and sales
Actively stays current on investment strategies and trends in the financial industry
Performs other related work as assigned
Qualification
Required
Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience
Current Life & Health License preferred. If not currently licensed, ability to obtain within 90 days of employment is required
Ability to obtain additional licenses in the future, if necessary
Strong customer service orientation
Effective verbal and written communication skills
Strong interpersonal and relationship building skills to allow for collaborative work effort
Knowledge of retirement products
Ability to interact with all levels of internal and external resources
Strong problem-solving abilities
Professional maturity to effectively interface with financial advisors
Strong organizational skills with ability to multi task
Mathematical skills and strong attention to detail
Proficient in the use of Microsoft Office Suite
Ability to effectively present information and respond to questions
Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to successfully handle pressure and meet deadlines in a fast-paced work environment
Ability to maintain valid driver's license
Preferred
Prior sales support or customer service experience beneficial
Company
American Equity
American Equity Investment Life Insurance Company® We are The Financial Dignity Company – and while each person might define financial dignity differently, we believe it’s having the means to retire with pride and peacefulness in your daily life.
Founded in 1996
501-1000 employees
H1B Sponsorship
American Equity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (5)
2023 (3)
2022 (4)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
$253MKey Investors
Brookfield Wealth SolutionsBrookfield Asset Management
2023-07-05Acquired
2022-01-07Post Ipo Equity· $253M
2020-10-18Post Ipo Equity
Leadership Team
Anant Bhalla
Chief Executive Officer
Nicholas Volpe
Chief Technology Officer at American Equity
Recent News
Business Wire
2024-12-04
financialpost
2024-11-15
Company data provided by crunchbase