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American Equity · 1 day ago

Internal Wholesaler, Eagle Life

West Des Moines, IA

Full-time

Onsite

New Grad, Entry Level

Eagle Life Insurance Company®, a subsidiary of American Equity, specializes in innovative retirement solutions. The Internal Wholesaler is responsible for developing and supporting sales and marketing strategies to promote Eagle Life annuity products, managing relationships with business partners, and driving sales within an established territory.

ConsultingFinanceInsurance

Responsibilities

Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products

In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL

Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations

Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition. Creates talking points and agendas to utilize along with key selling points

Applies knowledge of each Advisor’s practice and the firm to develop and provide optimal strategies

Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products

Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business

Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies

Applies product expertise to efficiently win and effectively execute opportunities

Manages time and productivity, creates operating efficiencies, leverages existing systems

Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness

Consistently expands the producer base by engaging both new producers and fallen angels

Ensures consistent movement of opportunities through the sales process as measured by advisor commitments

Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process

Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer

Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork

Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Communicates resolution to the financial advisors

Generates ideas and helps create content of emails and messaging to financial advisors

Actively stays current on investment strategies and trends in the financial industry

Performs other related work as assigned

Qualification

Sales strategy developmentFinancial services experienceRetirement products knowledgeCustomer service orientationPresentation skillsInterpersonal skillsMicrosoft Office SuiteProblem-solving abilitiesOrganizational skillsVerbal communicationWritten communication

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

Prior sales support or customer service experience in a sales environment beneficial

Excellent presentation skills and public speaking skills

Strong interpersonal and relationship building skills to allow for collaborative work effort

Demonstrated success in developing and executing sales plans

Knowledge of retirement products

Ability to interact with all levels of internal and external resources, vendors as well as other departments

Strong problem-solving abilities

Professional maturity to effectively interface with financial advisors

Strong organizational skills with ability to multi task and manage territory

Strong customer service orientation

Effective verbal and written communication skills

Mathematical skills and strong attention to detail

Proficient in the use of Microsoft Office Suite

Ability to write reports, business correspondence, and procedure manuals

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

Requires ability to travel 5% of the time at most

Ability to maintain valid driver's license

Preferred

Financial services sales experience preferred

Benefits

Excellent benefits

Community and employee engagement

Educational advancement

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