Inside Sales Partner – Retirement Solutions (Insurance)

American Equity; Houston (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

Eagle Life Insurance Company, a subsidiary of American Equity, is seeking an Internal Wholesaler to develop and support Sales and Marketing strategies within a designated territory, promoting Eagle Life annuity products to financial advisors and broker dealers. The role emphasizes relationship building, strategic planning, and proactive advisory outreach to drive sales and growth.

The incumbent will manage a territory in partnership with External Wholesalers, conduct presentations, and leverage

Qualifications

• Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience.
• Prior sales support or customer service experience in a sales environment beneficial.
• Financial services sales experience preferred.

Responsibilities

• Develops and supports Sales and Marketing strategies within established sales territory to promote Eagle Life annuity products.
• Builds relationships with Broker Dealer partners and Registered Representatives to market and sell EL products.
• Creates sales goals and marketing plans to grow sales, market share and visibility for EL.
• Pursues partnerships and alliances internally and externally to expand opportunities for Eagle strategies.
• Conducts proactive telephone sales presentations highlighting EL products and value proposition.
• Applies knowledge of Advisor practice to develop optimal strategies.
• Uses advisor and firm intelligence to pivot, cross-sell and open new opportunities.
• Maintains knowledge of Eagle products, strategies, systems, and processes.
• Manages time and productivity, creates operating efficiencies.
• Travels up to 5% of the time.

Skills

Presentation skills

Public speaking

Relationship building

Sales planning

Territory management

Education

Bachelor's degree in marketing or related field

Tools

Microsoft Office

Job description

Eagle Life Insurance Company, a subsidiary of American Equity, is seeking an Internal Wholesaler to develop and support Sales and Marketing strategies within a designated territory, promoting Eagle Life annuity products to financial advisors and broker dealers. The role emphasizes relationship building, strategic planning, and proactive advisory outreach to drive sales and growth.

The incumbent will manage a territory in partnership with External Wholesalers, conduct presentations, and leverage