Annuity Sales Support Consultant

integritymarketing; Des Moines (IA); On-site; USD 42,000 - 66,000; Full time

Job summary

Integrity is seeking a Sales Support Consultant to partner with our downline agencies and their agents. You will provide education on illustrations, product knowledge, and sales positioning, supporting agents through licensing, contracting, and application steps.

You will handle outbound and inbound sales requests by phone and email, update agent records, and help resolve pre-sale concerns while promoting our value proposition across the sales cycle.

Qualifications

• 3+ years of related experience working with carriers and agents.
• 1+ years in related line of business.
• Knowledge of advanced case design and sales concepts.
• Bachelor's degree from a four-year college or university or equivalent.
• Iowa Insurance license required within 90 days.
• Valid driver's license required.

Responsibilities

• Handle outbound and inbound sales requests by phone 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.
• May assist with outbound calls to promote Broker's value proposition.
• Identify & resolve potential pre‑sale concerns and effectively work to resolve escalations.

Skills

Core values

Verbal communication

Written communication

Customer service

Self-motivation

Teamwork

Adaptability

Active listening

Education

Bachelor's degree

Tools

CRM database

Job description

The Sales Support Consultant supports company and team goals by building and nurturing relationships with our downline agencies and their agents. Responsible for providing support and education to Brokers International's downline by helping them with illustrations, product knowledge and sales positioning. Assist agents throughout the entire sales process from case design, licensing, contracting and application support.

What You'll Be Responsible For

• 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.
• May assist with outbound calls to promote Broker's value proposition.
• Identify & resolve potential pre‑sale concerns and effectively work to resolve escalations.

Knowledge, Skills, and Abilities

• Must display Core Values
• Excellent verbal and written skills
• Self‑starter that can work both independently and in a team environment
• Strong ability to learn rapidly and adapt quickly to changing situations
• Must be able to handle customer interactions with confidence and tact
• Efficient work management
• Strong listening skills
• Customer Service oriented
• Proven industry knowledge in related line of business
• Ability to effectively resolve conflicts to create mutually beneficial solutions

Experience and Education

• Experience: 3+ years related experience working with carriers and agents.
• 1+ years in related line of business.
• Must have knowledge of advanced case design and sales concepts.
• Education: Bachelor's degree (B.A.) from a four‑year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.

Licensing

• Iowa Insurance license required within 90 days.
• Valid driver's license is required.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family‑like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper‑growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.