External Wholesaler-Annuities (Remote)
About The Position
The External Wholesaler-Annuities develops and creates new brokerage and sales activity by distributing annuity products to agents nationwide. The role involves digital sales as well as face-to-face visits to conferences, meetings, agencies, and agents. The wholesaler prospects and profiles producers, grows a book of business and territory, maintains ongoing producer relationships, and meets monthly sales production goals. The position also works closely with operations teams to support policy issuance and placement, stays current on industry and tax-related issues, gathers agent feedback, and maintains accurate CRM records. AmeriLife has been developing, marketing, and distributing annuity, life, and health insurance solutions for people planning for or living in retirement for over 50 years. The company offers a comprehensive benefits package and is an Equal Opportunity Employer committed to an inclusive workplace and reasonable accommodations.
Requirements
- Effective interpersonal and written communication skills.
- Ability to provide excellent customer service to internal and external customers.
- Effective time-management skills.
- Ability to prioritize and accomplish multiple tasks simultaneously.
- Ability to work independently, in a team, and in a self-directed manner.
- Experience using PCs in a Windows environment.
- Proficiency in basic computer applications, including Microsoft Office 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.
- Exceptional presentation skills.
- Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry.
- Ability to quickly build rapport and trust with clients and deliver presentations.
- Demonstrated ability to consistently meet sales production metrics while maintaining strong client retention and satisfaction metrics.
- Strong life product and/or related product experience.
- Understanding of current insurance and financial industry market issues and trends, including tax-related ramifications.
- Proven track record of progressive sales quota attainment.
Nice To Haves
- Life brokerage experience.
- Strong working knowledge of Crump and the appropriate channel, account, or product line.
Responsibilities
- Prospect and profile producers for new and existing insurance sales opportunities within an assigned sales channel, product line, or solution center.
- Use internal resources to contribute to team results.
- Grow the book of business, accounts, or territory in line with strategic business plan requirements.
- Maintain proactive sales relationships with producers through profiling, relationship-building, and refreshing the broker base.
- Track monthly sales production metrics, build sales inventory, and achieve the sales production plan.
- Partner with Crump operations teams—including licensing, illustrations, case management, underwriting, and commissions—to issue and place policies effectively.
- Stay current on relevant industry, legislative, and tax-related issues.
- Provide agent feedback about product marketing, processing, and customer service issues.
- Make the required volume of proactive sales calls.
- Maintain accurate customer relationship management (CRM) activity records.
Benefits
- Paid time off (PTO).
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Retirement savings.
- Disability insurance.
- Life insurance.
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What This Job Offers
Job Type
Full-time
