Internal Wholesaler

Amerilife Group, LLC; Utah; Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a results-driven professional to drive sales and recruit agents, building a robust book of business. You will proactively call agents, promote recruitment, and develop relationships with producers while coordinating with sales resources to maximize revenue potential.

Ideal candidates have strong communication, customer service and multitasking abilities, plus familiarity with Windows and MS Office and a background in life insurance sales support.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Excellent interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Proficient with Microsoft Office software and Windows environment.
• Ability to analyze problems and develop solutions, and to work independently.

Responsibilities

• Drive sales and build strong relationships with producers to generate revenue and meet quotas.
• Proactively call agents and recruit new agents to build a book of business.
• Develop working relationships with producers, promoting recruitment and retention.
• Coordinate with sales resources in producer development and illustrations.
• Maintain proactive relationships with sales, operations, agents, and solution centers.

Skills

Interpersonal skills

Written communication

Customer service

Time management

multitasking

Independence

Windows proficiency

MS Office proficiency

Problem solving

Communication up the chain

Telephone etiquette

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

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

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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
• Proactive calling to all assigned agents to build territory
• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
• 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.
• Develop expert knowledge of products, carriers, and Crump resources.
• 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

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 PCs 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
• Excellent telephone etiquette skills
• Ability to display maturity, competitiveness, and a good work ethic
• Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes
• Possess basic knowledge of insurance underwriting
• Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Preferred Qualifications

• Series 6 and State Insurance Licenses
• Understanding of sales concepts, illustrations, and the underwriting process

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

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

Our Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

Our Values AmeriLife practices five core values at all levels of the organization: Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right