Internal Wholesaler jobs in United States
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EquiTrust Life Insurance Company · 10 hours ago

Internal Wholesaler

EquiTrust Life Insurance Company is a national carrier of competitive annuity products. The Internal Wholesaler is responsible for driving sales by providing high-end sales support to various stakeholders and analyzing marketplace intelligence to promote EquiTrust products and achieve sales goals.

Financial ServicesInsurance
Hiring Manager
Ashley (Olson) Hill
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Responsibilities

Partners with the Regional Vice President’s (RVP) to identify and develop relationships with Independent Marketing Organizations (IMO) distribution including marketers and independent agents to attain or exceed company goals
In partnership with Sales management and RVP’s, develops sales goals and marketing plans to grow sales, market share and increase visibility for EquiTrust
Conducts proactive telephone sales presentations to independent producers and marketers at IMO offices to highlight EquiTrust products and value proposition. Creates talking points and agendas to utilize along with key selling points
Sales activities to include extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach
Supports the Sales Desk team on an as-needed basis with both inbound and outbound phone coverage as carryover or due to increases in phone volume from other company initiatives
Proactively seeks and supports the development of new initiatives to enhance EquiTrust’s success and market presence
Assists the RVP’s as an internal liaison to provide assistance with administration escalations to provide support and resolve issues
Responds to and resolves requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel at all times
Attends and participates in various strategic partner meetings, sponsorships, and conferences as needed
Supports the Sales and Marketing team and/or other departments on an as-needed basis
Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives

Qualification

Life Insurance LicenseSales ExperienceWholesaling ExperienceCommunication SkillsProblem-Solving SkillsTechnology UtilizationPresentation SkillsRelationship Building

Required

Bachelor's Degree or equivalent education or life and annuity industry experience required
Life, Accident & Health Insurance license or ability to obtain the certification within 120 days of start date required
Degreed Professionals: 4 years of life and annuity experience required
4 years sales or wholesaling experience required
Non-Degreed Professionals: 6 years of life and annuity experience required
6 years sales or wholesaling experience required
Effective communication and presentation skills, both verbal and written
Demonstrates the ability to proactively identify and solve problems and issues of all types
Ability to establish positive relationships and work effectively with all departments and affiliates to ensure integration of strategic goals and principles
Demonstrates thorough, in-depth knowledge of company products, practices and procedures
Capability to utilize technology to work more efficiently, more productively and as an auditing tool
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem-solving abilities

Benefits

Medical, Dental & Vision coverage:
401(k) with Company Match
Paid time off: Vacation, Sick, Holiday, and more
Paid Parental Leave for both Mothers and Fathers
Hybrid/Remote Work Options
Early Friday Closure

Company

EquiTrust Life Insurance Company

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When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.

Funding

Current Stage
Late Stage

Leadership Team

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Dawn Gratzke
Executive Assistant to Chief Accounting Officer
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Ken Musick
Deputy Chief Investment Officer
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Company data provided by crunchbase