Internal Wholesaler, Life

3M HEALTHCARE; Deutschland; Vor Ort; EUR 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Flexible work options

Zusammenfassung

F&G Life is seeking an Internal Wholesaler, Life Distribution, to provide high-volume phone and email sales support to agents and marketers, including case design, product questions and underwriting coordination. You will deliver proactive outreach to promote life products and drive sales objectives.

Reporting to the Supervisor, Internal Sales, Life Distribution, you will train users on illustration software, maintain product knowledge, and collaborate across teams to identify opportunities,

Qualifikationen

• Bachelor’s degree in business or related field.
• 3–5 years of professional work experience in customer service and cross-team collaboration.
• Life insurance product sales support experience preferred; life/annuity licensing preferred.

Aufgaben

• Handle high-volume inbound phone and email inquiries, supporting agents and marketers.
• Initiate proactive sales initiatives aligned with Life Distribution objectives.
• Demonstrate in-depth knowledge of F&G products and procedures.
• Identify new sales opportunities and communicate with Senior Internal Wholesaler.
• Provide cross-organizational support on underwriting, contracting and commissions, new business and policyholder support.
• Train agents on F&G illustration software and agent websites; troubleshoot system issues.
• Maintain knowledge of life insurance industry and competitive landscape.

Kenntnisse

Customer service

Communication

Team collaboration

Problem solving

Multi-tasking

Urgency focus

Relationship building

Sales support

MS Office

Salesforce CRM

Ausbildung

Bachelor's Degree in business or related field

Tools

Salesforce CRM

Illustration tools

Jobbeschreibung

Job Summary

The Internal Wholesaler, Life Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Life Distribution will deliver outbound call and email campaigns as needed to promote F&G Life products and programs to drive Life sales objectives.

Organization

This position will report to the Supervisor, Internal Sales, Life Distribution and will work in conjunction with other Life Distribution Internal Wholesalers as well as partnering to support National Account Managers and National Account VPs.

Duties and Responsibilities

• Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers
• Initiate proactive sales initiatives in coordination with Life Sales objectives
• Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
• Identify and communicate new sales opportunities to Senior Internal Wholesaler
• Provide cross-organizational support to agents and marketers including inquiries related to underwriting, contracting and commissions, new business and policyholder support
• Train agents and marketers on F&G illustration software and agent website use; troubleshoot and/or report system issues
• Maintain strong knowledge of life insurance industry and competitive landscape

Experience and Education Requirements

• Bachelor’s Degree in business or related field
• 3-5 years of professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.
• Life insurance product sales support experience preferred, specifically in a call center environment
• Knowledgeable regarding the life insurance marketplace, products and IMO distribution
• Life and annuity license preferred

Knowledge, Skills & Abilities

• General knowledge on economics and financial planning
• Ability to build solid external and internal relationships
• Operate with an appropriate sense of urgency
• Positive, collaborative approach to challenges and tasks
• Drive to deliver results through extraordinary service quality and accountability
• Strong communication skills - oral, written and interpersonal communication skills are critical
• Self-reliant multi-tasking and problem-solving capabilities
• Advanced knowledge of MS Office, Word, Excel and Power Point required
• Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred

Other Requirements

• Ability to work Fast-paced team environment with high-volume inbound and outbound calls
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Minimal travel required (less than 5%)

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [e-mail].

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