Annuity Wholesaler

NFP•Eden Prairie, MN

About The Position

An Annuity Wholesaler’s primary responsibilities are to acquire new annuity writing agents to ECA through warm and cold calling initiatives, and to increase premium production of newly recruited agents. This role involves making proactive outbound calls to recruit new agents, fielding inbound calls from agents not currently appointed with ECA, and providing detailed information about ECA's products and carrier offerings. The wholesaler will also profile potential annuity agent candidates, promote marketing campaigns, handle agent appointment paperwork and contract submissions, and promote carrier and ECA sponsored events. Additionally, the role includes providing agents with illustration requests, servicing agents by taking overflow calls, following up on internal leads, and serving as an ambassador for ECA by introducing agents to value-added programs and benefits.

Requirements

Ability to communicate clearly, effectively, and professionally with producers and internal departments.
Ability to follow up aggressively on open items but with partnership perspectives.
Must be detailed-oriented with high energy and creativity.
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.
Self-learner, able to find answers on your own.
Possess excellent oral and written communication skills.
Good inter-personal skills, ability to learn quickly, and adapt to a fast-changing market.

Responsibilities

Make pro-active outbound telephone calls to recruit new agents.
Field inbound calls from agents not currently appointed with ECA.
Provide detailed information and positioning of ECA and its product and carrier offering to the individual agents and agent groups.
Profile and identify potential annuity agent candidates.
Promote continuous marketing drip campaign initiatives related to new carriers, products and sales ideas.
Research, resolution and communication liaison related to agent appointment paperwork and newly submitted annuity contracts.
Proactively promote carrier and ECA sponsored events such as road shows, seminars, webcasts and contests, conference calls, incentive programs and producer trips.
Provide agents with and follow up on illustration requests.
Work with the ECA Communications Department to service all ECA agents in a professional manner by taking overflow agent calls.
Follow up on internal leads generated through advertising media and telemarketing programs.
Provide superior service, customer satisfaction and at all times serve as an ambassador of ECA.
Introduce agents to ECA’s value-added programs and their benefits.