Insurance Sales Support Specialist II - Onboarding & Events

American Equity; Des Moines (IA); On-site; USD 52,000 - 70,000; Full time

Job summary

American Equity Investment Life Insurance Company in Des Moines, IA, seeks a Sales Support Specialist II to act as a resource for independent agents and financial professionals. You will support pre-sale and post-sale inquiries, assist with websites and illustration tools, and help grow relationships with external partners.

The role emphasizes onboarding, event support, CRM usage, and cross-functional collaboration within a fast-paced environment that values accuracy and customer focus.

Qualifications

• Strong customer service orientation.
• Effective verbal and written communication skills.
• Ability to provide candid, supportive feedback for development of others.
• Mathematical skills and strong attention to detail.
• Ability to work cooperatively with employees, customers and third parties.
• Strong organizational and planning skills.
• Proficient in Microsoft Office Suite.
• Ability to write reports and procedures.
• Ability to read/interpret general business publications and procedures.
• Ability to define problems, collect data, and draw conclusions.

Responsibilities

• Respond to inbound calls about annuity pre-sale and post-sale questions.
• Assist partners with websites, illustration software, sales programs, and procedures.
• Provide superior service meeting metrics for talk time and quality assurance.
• Onboard newly appointed independent agents and provide lead opportunities.
• Assist events teams to increase agent attendance at local and regional events.
• Navigate CRM, policy systems, and other software to fulfill day-to-day requests.

Skills

Customer service orientation

Verbal and written communication

Feedback for development

Attention to detail

Team collaboration

CRM navigation

MS Office proficiency

Report writing

Education

Bachelor’s degree or equivalent experience

2+ years progressive relationship management in insurance/financial industries

3+ years customer service/operational sales in insurance/financial services

Tools

CRM software

Policy administration software

Microsoft Office Suite

Job description

American Equity Investment Life Insurance Company in Des Moines, IA, seeks a Sales Support Specialist II to act as a resource for independent agents and financial professionals. You will support pre-sale and post-sale inquiries, assist with websites and illustration tools, and help grow relationships with external partners.

The role emphasizes onboarding, event support, CRM usage, and cross-functional collaboration within a fast-paced environment that values accuracy and customer focus.