Impactful Sales Support Specialist – Retirement Solutions

American Equity; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

American Equity is seeking a Sales Support Specialist to back our financial advisor partners, manage inquiries on Eagle Life products, and support marketing campaigns. You will gather data, assist the wholesaling teams, and help strengthen relationships with external partners.

The role requires strong customer service, communication, and product knowledge, with the ability to multi-task in a fast-paced environment and maintain professionalism with advisers.

Qualifications

• Bachelor's degree in marketing or business or related field.
• Prior sales support or customer service experience is beneficial.
• Strong communication and interpersonal skills with financial advisors.

Responsibilities

• Serve as a resource for financial advisors on Eagle Life products and procedures.
• Support marketing campaigns and special projects with data gathering and outreach.
• Assist wholesalers with events, CE sessions, and attendance efforts.
• Maintain knowledge of procedures impacting advisors and partner firms.
• Provide timely feedback and help optimize customer and partner relations.

Skills

Customer service

Verbal & written communication

Interpersonal skills

Retirement products knowledge

Microsoft Office

Problem solving

Education

Bachelor's degree in marketing or business

Tools

Microsoft Office Suite

Annuity illustration software

Job description

American Equity is seeking a Sales Support Specialist to back our financial advisor partners, manage inquiries on Eagle Life products, and support marketing campaigns. You will gather data, assist the wholesaling teams, and help strengthen relationships with external partners.

The role requires strong customer service, communication, and product knowledge, with the ability to multi-task in a fast-paced environment and maintain professionalism with advisers.