Internal Wholesaler, Eagle Life

American Equity•Houston, TX

1d•Hybrid

About The Position

Eagle Life Insurance Company, a subsidiary of American Equity, is an annuity provider focused on safe, innovative retirement solutions. They are seeking high-energy individuals to join their team, offering excellent benefits, community engagement, and educational advancement opportunities. The company emphasizes innovation, inclusivity, and a positive work-life balance, fostering a culture where employees are valued and appreciated. The Internal Wholesaler will be responsible for developing, implementing, and supporting sales and marketing strategies within an assigned territory to increase sales of Eagle Life annuity products. This role involves managing the sales territory in conjunction with an external partner, requiring independent judgment in managing relationships and driving sales.

Requirements

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.
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.
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.
Ability to maintain valid driver’s license.

Nice To Haves

Prior sales support or customer service experience in a sales environment
Financial services sales experience

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.
Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition.
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.
Manages time and productivity, creates operating efficiencies, leverages existing systems.
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 Eagle Life fits in and what can be offered 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 Eagle Life 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, providing a high level of customer service and leveraging resources to make recommendations and guide selection of final resolution.
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.