Internal Wholesaler, Annuity

Tech Sales Jobs; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity & Guaranty Life Insurance Company (F&G) is seeking an Internal Wholesaler, Annuity Distribution to provide best-in-class phone and web-based support for agents and IMOs. You will assist with case design, product questions, illustration software training, and promotional campaigns to drive annuity sales.

Reporting to the Manager, Internal Sales, you will coordinate with teammates and the Annuity Distribution team, manage high-volume inquiries, and identify new sales opportunities while

Qualifications

• High school diploma or GED is required.
• 3+ years of relevant experience serving customers.
• Bachelor's degree preferred.
• Life and annuity license is required.
• Strong written and verbal communication skills.

Responsibilities

• Manage high-volume inbound phone and email inquiries supporting agents and marketers.
• Initiate proactive sales initiatives aligned with Annuity Sales objectives.
• Maintain thorough knowledge of Fidelity & Guaranty products and procedures.
• Identify new sales opportunities and relay to Senior Internal Wholesalers and Regional Directors.
• Provide cross-organizational support including contracting and commissions inquiries.
• Train agents on illustration software and agent website use; troubleshoot system issues.
• Stay current on annuity market and competitive landscape.

Skills

Communication skills

Relationship building

Problem solving

Multi-tasking

Results oriented

MS Office proficiency

Sales support experience

CRM experience (Salesforce)

Education

High school diploma or GED

Bachelor's degree in business or related field

Tools

Salesforce CRM

MS Office Suite

Job description

Internal Wholesaler, Annuity

Location: Remote

Department: Annuity Segment

Job Summary

The Internal Wholesaler, Annuity Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Annuity Distribution will deliver outbound call and email campaigns as needed to promote F&G Annuity products and programs to drive Annuity sales objectives.

This position will report to the Manager, Internal Sales and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team.

Duties & Responsibilities

• Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers
• Initiate proactive sales initiatives in coordination with Annuity Sales objectives
• Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
• Identify and communicate new sales opportunities to Senior Internal Wholesalers and Regional Directors
• Provide cross-organizational support to agents and marketers including inquires related to contracting and commissions, new business and policyholder support
• Train agents and marketers on F&G illustration software and agent website use; troubleshoot and/or report system issues
• Maintain strong knowledge of annuity insurance industry and competitive landscape

Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

• General knowledge on economics and financial planning
• Ability to build solid external and internal relationships
• Operate with an appropriate sense of urgency
• Positive, collaborative approach to challenges and tasks
• Drive to deliver results through extraordinary service quality and accountability
• Strong communication skills - oral, written and interpersonal communication skills are critical
• Self-reliant multi-tasking and problem-solving capabilities
• Advanced knowledge of MS Office, Word, Excel and Power Point required
• Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred

Minimum Qualifications

Education Level

High School Diploma or GED

Years of Experience

3+ year of relevant experience

Professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.

Preferred Qualifications

Education Level

Bachelor's Degree - Business or related field

Years of Experience

1+ year of relevant experience

• Knowledgeable regarding the annuity insurance marketplace, products and IMO distribution
• Annuity product sales support experience

License/Certification

Life and annuity license

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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