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AmeriLife · 2 hours ago

Internal Wholesaler

Maple Grove, MN (13700 Reimer Dr #200)

Full-time

Hybrid

Mid Level

3+ years exp

AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement. The Internal Wholesaler will support the Sterling Bridge distribution segment by managing assigned regions and accounts, initiating marketing campaigns, and providing sales support and training to financial advisors.

Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing

Responsibilities

Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives, including: Carrier selection Premium funding patterns Merge client need to case design Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales

Responsible for conducting policy review of existing contracts, analyzing the coverage, and providing a technical summary

Consult with financial advisors to determine if current policy meets client needs

Proactive, self-directed contact to financial advisers on illustration requests

Manage phone queue to provide service to advisors during business hours

Establish credible relationships with financial advisers and be able to provide immediate support on complex matters without direction

Educate financial advisors on the advantages and disadvantages of different life insurance products and strategies

Identify new opportunities to increase sales to meet the goals of the organization

Determine when case needs escalation to management

Act as the liaison between financial advisors and internal teams, pro-actively resolve any issues and inquiries

Serve as primary point of contact in the proper completion of applications and forms and provide software support

Independently research, summarize and provide competitive information and competitive positioning for specified products

Identify and analyze market trends and provide recommendations for sales growth

Works independently on assigned projects; operates with considerable latitude for un-reviewed action or decision

Perform other duties as assigned

Qualification

Life insurance knowledgeFinancial services salesCRM systems experienceCLU certificationChFC certificationCFP certificationAnalytical skillsCommunication skillsGoal-orientedSelf-starter