External Wholesaler-Annuities (Remote)

amerilife; Stati Uniti; Remoto; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Retirement savings plan

Paid time off

Descrizione del lavoro

AmeriLife is seeking a results-driven sales professional to develop and distribute annuity products to agents nationwide through digital channels, conferences, and direct meetings. You will identify producers, build strong relationships, and collaborate with Crump operations to issue policies across territories.

Responsibilities include maintaining CRM records, meeting monthly sales targets, and staying current on market and tax-related issues affecting the insurance industry.

Competenze

• Bachelor's degree or equivalent education, training and work-related experience.
• Proven ability to build sales production metrics monthly and maintain client retention.
• Experience selling life insurance products in the financial services industry.

Mansioni

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center.
• Maintain proactive sales relationships with producers through ongoing profiling and relationship-building.
• Maintain sales production metrics and achieve sales production plans.

Conoscenze

Interpersonal skills

Customer service

Time management

Multitasking

Independent work

Proficiency with Windows

MS Office

Problem solving

Presentation skills

Sales experience

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
• Utilize and understand internal resources to capitalize on team results
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
• Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
• Remain contemporary on relevant industry, legislative and tax-related issues
• Provide feedback from agents on product marketing, processing and other related customer service issues
• Make required volume of proactive sales calls as required
• Maintain accurate customer relationship management (CRM) activity records

QUALIFICATIONS

Required Qualifications:

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Exceptional presentation skills
• Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
• Ability to quickly build rapport and trust while interacting with clients and delivering presentations
• Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
• Strong life product and/or related product experience
• Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
• Proven track record of progressive sales quota attainment

Preferred Qualifications:

• Life brokerage experience
• Strong working knowledge of Crump and appropriate channel/account/product line

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process.

Requests for accommodation will be ha