Internal Wholesaler – Annuity

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a high volume of incoming phone and email inquiries, delivering sales assistance to agents and marketers.

• Launch proactive sales strategies that align with annuity sales goals.

• Keep a comprehensive understanding of F&G products, practices, and procedures.

• Recognize and relay sales opportunities to Senior Internal Wholesalers and Regional Directors.

• Offer cross-departmental support regarding contracting, commissions, new business, and policyholder assistance.

• Educate agents and marketers on the use of F&G illustration software and the agent website.

• Diagnose and report system issues as they arise.

• Stay informed about the annuity insurance sector and competitive landscape.

• Report directly to the Manager of Internal Sales.

• Work collaboratively with Annuity Distribution Internal Wholesalers and other team members within Annuity Distribution.

• Provide guidance, mentorship, or subject matter expertise without formal leadership duties.

⛳️ Requirements

• High School Diploma or GED required.

• Minimum of 3 years of relevant experience.

• Professional experience in customer service, teamwork across internal or external teams, problem-solving, and effective communication in both small and large group settings.

• Basic understanding of economics and financial planning.

• Capacity to develop strong external and internal relationships.

• Excellent oral, written, and interpersonal communication abilities.

• Independent multi-tasking and problem-solving skills.

• Proficient in MS Office, including Word, Excel, and PowerPoint.

• Technological proficiency with contact management applications, illustration tools, and sales support systems.

• Bachelor’s Degree in Business or a related field is preferred.

• Experience with Salesforce CRM is preferred.

• Familiarity with the annuity insurance market, products, and IMO distribution is preferred.

• Experience in annuity product sales support is preferred.

• Life and annuity license is preferred.

🏝️ Benefits

• Flexibility to choose in-office, hybrid, or remote work arrangements in collaboration with the leader during the hiring process.

• Employee-focused flexible work environment.

• Reasonable accommodations available for applicants and candidates with disabilities.

• Equal opportunity employer.

• Recognized as a National Top Workplace and Iowa Top Workplace.