Financial Wholesaler

AmeriLife; Pennsylvania; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a results‑driven sales support professional for a fully remote role. You will drive revenue by recruiting and supporting agents, sharing sales concepts and illustrations, and coordinating with teams to meet goals.

Strong relationship and customer service skills are essential in this position. The ideal candidate has life insurance experience, understands underwriting, and is proficient with Windows and MS Office.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Two years of work experience in the life insurance industry, with one year in a sales support role.
• Understanding of sales concepts, illustrations, and the underwriting process.
• Experience with PCs in a Windows environment.

Responsibilities

• Drive sales and build strong relationships with producers to generate revenue and meet sales quotas.
• Proactively calls agents and recruits new agents to build a book of business.
• Develops relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and Crump resources.
• Maintain and grow team sales goal in coordination with sales resources.
• Partner with sales resources in all aspects of producer development.
• Be able to call on lower producing agents in a sales capacity.
• Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.
• Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions.
• Effectively utilize company client management system to manage sales process.

Skills

Relationship building

Communication

Team collaboration

Customer service

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

We strive to help employees lead fulfilling professional lives. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters.

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources. Position will be fully remote work from home. Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.

Maintain and grow team sales goal in coordination with sales resources

Partner with sales resources in all aspects of producer development.

Be able to call on lower producing agents in a sales capacity.

Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.

Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions

Effectively utilize company client management system to manage sales process

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to provide excellent customer service to both internal and external customers

Experience with PCs in a Windows environment

Demonstrated proficiency in basic computer applications such as Microsoft Office software products

Bachelor's degree or equivalent education, training and work-related experience

Excellent telephone etiquette skills

Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes

Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Understanding of sales concepts, illustrations, and the underwriting process

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

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, and local law. 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. If you require assistance or accommodation during the application process, please contact us at [e-mail] .

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.