Internal Wholesaler, Eagle Life

American Equity; Des Moines (IA); On-site; USD 65,000 - 95,000; Full time

Job summary

Eagle Life Insurance Company, a subsidiary of American Equity Investment Life Insurance Company, invites applications for an Internal Wholesaler position based in Des Moines, IA or Houston, TX. You will drive sales, partner with external wholesalers, and build relationships with financial advisors to promote Eagle Life annuity products.

The role emphasizes proactive sales, territory management, and knowledge of retirement products.

Qualifications

• Bachelor’s degree in marketing, business administration or related field; or equivalent related experience.
• Prior sales support or customer service experience in a sales environment beneficial.
• Financial services sales experience preferred.

Responsibilities

• Partner with External Wholesaler to identify and develop relationships with Broker Dealer partners and Registered Representatives.
• Develop sales goals and marketing plans to grow sales and market share.
• Cultivate business relationships with internal and external partners.
• Conduct proactive telephone sales presentations highlighting EL products and value proposition.
• Provide optimal strategies by understanding each advisor’s practice.
• Navigate Eagle tools to maximize efficiency and win opportunities.
• Manage time and productivity and create operating efficiencies.
• Travel up to 5% as needed.

Skills

Presentation skills

Interpersonal skills

Sales planning

Retirement products knowledge

MS Office

Education

Bachelor’s Degree in marketing/business or related field

Sales support or customer service experience

Financial services sales experience

Life & Health Insurance license preferred

Ability to obtain licenses within 45 days

Tools

CRM software

Illustrations and paperwork processing

Job description

Eagle Life Insurance Company®, a wholly owned subsidiary of American Equity Investment Life Insurance Company®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions while applying a business approach that sets us apart. In an industry built on trust and relationships, we believe it is the people that make a company and our people are significant to our growth and the key to our success.

Eagle Life has job opportunities to take your career to the next level while offering excellent benefits, community and employee engagement, and educational advancement in the insurance industry. We are looking for high energy individuals aspiring and ready to extend their reach with a company that is innovative, inclusive and making a lasting impact. Join a team where you are appreciated and valued, work-life balance is top priority and company culture is not just talked about but is something that’s expressed in our daily work environment.

We’re looking for driven, entrepreneurial-minded individuals who are eager to take ownership of their success and make a meaningful impact.

At our company, you’ll be part of a dynamic and collaborative environment with strong growth potential. We invest in our people by providing a formal training program, ongoing development and proven career pathing to help you build the skills and confidence needed to succeed.

GENERAL PURPOSE OF THE JOB

The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products. The incumbent manages sales territory in conjunction with external partner based on the requirements established by Eagle Life. Work requires independent judgment and discretion in managing targeted relationships with business partners and driving sales.

Location

Des Moines, IA or Houston, TX

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products.
• In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL.
• Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations.
• Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition. Creates talking points and agendas to utilize along with key selling points.
• Applies knowledge of each Advisor’s practice and the firm to develop and provide optimal strategies.
• Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products.
• Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business.
• Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
• Applies product expertise to efficiently win and effectively execute opportunities.
• Manages time and productivity, creates operating efficiencies, leverages existing systems.
• Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness.
• Consistently expands the producer base by engaging both new producers and fallen angels.
• Ensures consistent movement of opportunities through the sales process as measured by advisor commitments.
• Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.
• Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
• Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
• Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Communicates resolution to the financial advisors.
• Generates ideas and helps create content of emails and messaging to financial advisors.
• Actively stays current on investment strategies and trends in the financial industry.
• Performs other related work as assigned.

SUPERVISORY RESPONSIBILITIES

NA

Direct Reports

None

General Description of Indirect Reports (2 and 3-downs

None

EDUCATION AND EXPERIENCE

• 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.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS

Current Life & Health Insurance License preferred. If not currently licensed, ability to obtain within 45 days of employment is required.

Ability to obtain additional licenses in the future, if necessary.

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent presentation skills and public speaking skills.
• Strong interpersonal and relationship building skills to allow for collaborative work effort.
• Demonstrated success in developing and executing sales plans.
• Knowledge of retirement products.
• Ability to interact with all levels of internal and external resources, vendors as well as other departments.
• Strong problem-solving abilities.
• Professional maturity to effectively interface with financial advisors.
• Strong organizational skills with ability to multi task and manage territory.
• Strong customer service orientation.
• Effective verbal and written communication skills.
• Mathematical skills and strong attention to detail.
• Proficient in the use of Microsoft Office Suite.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions.
• Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
• Requires ability to travel 5% of the time at most.
• Ability to maintain valid driver’s license.

At American Equity, our core values— E mpowered, P assion, I ntegrity, and C aring—

Are more than words. They guide how we support one another and how we serve our clients every day.

To learn more about American Equity, our culture, and our values, visit the Careers site.