Annuity Sales Support & Case Design Specialist

Insurance Administrative Solutions, L.l.c.; Des Moines (IA); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Integrity seeks a Sales Support Consultant in Des Moines, IA to support agents and their staff through the full sales cycle. You will provide illustrations, product knowledge, and sales positioning, helping with licensing, contracting, and applications to ensure agents are paid promptly.

The role requires 3+ years in the industry, a bachelor's degree, and strong communication and customer service skills. A license in Iowa and a proactive, team-oriented approach are essential.

Qualifications

• 3+ years related experience working with carriers and agents.
• Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of education and experience.

Responsibilities

• Handle outbound and inbound sales requests to existing agents and their staff by telephone and e-mail.
• Provide sales support and case consultation to agents regarding potential sales opportunities.
• Maintain and update agent information in company database.
• Assist agents throughout the sales cycle until they are paid including help with licensing, contracting and new business assistance.
• Maintain contact with agents/staff through outbound follow up calls on product quotes, illustrations, and materials sent to agents/staff.
• Identify & resolve potential pre-sale concerns and effectively work to resolve escalations.

Skills

Verbal communication

Written communication

Customer service

Conflict resolution

Self-motivation

Teamwork

Learning agility

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Integrity seeks a Sales Support Consultant in Des Moines, IA to support agents and their staff through the full sales cycle. You will provide illustrations, product knowledge, and sales positioning, helping with licensing, contracting, and applications to ensure agents are paid promptly.

The role requires 3+ years in the industry, a bachelor's degree, and strong communication and customer service skills. A license in Iowa and a proactive, team-oriented approach are essential.