Sales Support Specialist, Eagle Life

Socket.dev; Des Moines (IA); On-site; USD 42,000 - 62,000; Full time

Job summary

Eagle Life Insurance Company® invites applications for a Sales Support Specialist. The role supports financial advisors, strengthening external relationships, gathering data, and assisting wholesaling with campaigns and events.

The position emphasizes customer service, knowledge of retirement products, and collaboration across departments to drive opportunities and service excellence.

Qualifications

• Bachelor's degree in marketing, business administration or related field.
• Prior sales support or customer service experience beneficial.

Responsibilities

• Respond to inbound phone calls regarding annuity pre-sale and post-sale questions.
• Assist partners with websites, annuity illustration software, and sales programs.
• Provide exceptional customer service and meet department metrics.
• Maintain knowledge of procedures impacting financial advisors with partner firms.
• Generate lead opportunities and support regional events.

Skills

Customer service

Verbal communication

Written communication

Interpersonal skills

Retirement products

Microsoft Office

Problem solving

Multi-tasking

Attention to detail

Driver's license

Education

Bachelor's Degree in marketing or business administration

Related experience beneficial

Tools

CRM software

Microsoft Office Suite

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.

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 Sales Support Specialist acts as a resource for financial advisors of our partner firms in matters relating to Eagle Life products, value proposition and procedures. The role will be critical in strengthening relationships with external business partners, identifying prospecting opportunities, data gathering and assisting the wholesaling teams with marketing campaigns and special projects.

Essential Duties and Responsibilities:

• Holds priority position in Sales Support inbound phone queue and responds to inbound calls regarding annuity pre-sale and post-sale questions, needs, and concerns.
• Regularly assists internal and external business partners with the following, but not limited to; Public and non-public Eagle websites, annuity illustration software, sales and marketing programs, annuity product questions, Customer Excellence procedures, pre-sale requirements, in-force annuity service related matters, etc.
• Provides superior customer service by meeting department Sales Support Specialist metrics for Aux time, talk time and inbound/outbound call-quality assurance.
• Maintains knowledge of Customer Excellence, Suitability, and other departments’ procedures impacting financial advisors with our partner firms.
• Proactively asks probing questions for data gathering and prospecting purposes.
• Provides lead opportunities to External and Internal Wholesalers.
• Regularly assists Eagle Life wholesaling teams by helping to drive attendance to conference dinners, CE breakouts and regional events, primarily through outbound calls.
• Provides useful and timely feedback to direct manager and other stakeholders.
• Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
• Generates ideas and helps create messaging for marketing and sales.
• Actively stays current on investment strategies and trends in the financial industry.
• Performs other related work as assigned.

Supervisory Responsibilities:

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 beneficial.

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:

• Strong customer service orientation.
• Effective verbal and written communication skills.
• Strong interpersonal and relationship building skills to allow for collaborative work effort.
• Knowledge of retirement products.
• Ability to interact with all levels of internal and external resources.
• Strong problem-solving abilities.
• Professional maturity to effectively interface with financial advisors.
• Strong organizational skills with ability to multi task
• Mathematical skills and strong attention to detail.
• Proficient in the use of Microsoft Office Suite.
• 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.
• Ability to maintain valid driver’s license.

#LI-SD1

At American Equity, our core values—Empowered, Passion, Integrity, and Caring—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.

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