Sales Support Consultant

EquiTrustWest Des Moines, IA
11hHybrid

About The Position

The Sales Support Consultant is responsible for serving as a resource to agents and marketing organizations in matters relating to EquiTrust Life products and procedures. The Sales Support Consultant plays a key role in building relationships through education and by responding accurately and efficiently to requests, providing excellent support to agents and marketers. The consultants works collaboratively with the Internal Wholesalers and Regional Vice Presidents to assist the distribution.

Requirements

  • Bachelor’s Degree or equivalent education or life and annuity industry experience required.
  • Degreed Professionals: 2 years of life and/or annuity experience required. 1 year sales and/or sales support experience required.
  • Non-Degreed Professionals: 3 years of life and/or annuity experience required. 2 years sales and/or sales support experience required.
  • Must have good mathematical, analytical, organizational, and problem-solving skills and attention to detail.
  • Effective communication and presentation skills, both verbal and written.
  • Strong phone presence and skills in handling escalated calls under pressure.
  • Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks.
  • Ability to work effectively in a variety of situations and respond to change in a positive manner.
  • Competent and effective computer skills and the ability to navigate multiple systems and programs including Microsoft Office, proprietary systems, and other technology solutions, such as Sales Force.
  • Strong interpersonal skills are required, including a high degree of professionalism.
  • Strong understanding of life and annuity insurance products.
  • Specific product knowledge of Index and Deferred Annuities along with basic knowledge of Life products is required.

Responsibilities

  • Provides direct sales support and training to agents and Independent Marketing Organizations (IMO) and their support staff by responding to telephone calls and emails.
  • Proactively promotes EquiTrust products, services and programs through telephone calls, faxes and emails placed to target agents.
  • Resolves agent and IMO issues and questions regarding all products, required training, computer operations/website and general questions.
  • Administers EquiTrust-sponsored sales and recruiting incentive programs.
  • Coordinates solutions to administrative problems between EquiTrust and its agents.
  • Conducts online webinars to prepare agents to promote EquiTrust’s products and services directly to their clients.
  • Collaborates with Marketing in developing sales support materials and other marketing communications.
  • Establishes and updates competitor product profiles to include product design features, rates, strategies, riders, fees and charges and all other comparison data.
  • Assists the Assistant Vice President, Sales in support of identified projects.
  • Conducts on-site training and promotional meetings with groups of agents or IMOs.
  • Coordinates solutions with all departments regarding administrative issues including new business, contracting, funding and inforce.
  • Supports the Sales and Marketing team and other departments on an as-needed basis.
  • Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives.

Benefits

  • Medical, Dental & Vision coverage
  • 401(k) with Company Match
  • Paid time off: Vacation, Sick, Holiday, and more
  • Paid Parental Leave for both Mothers and Fathers
  • Hybrid/Remote Work Options
  • Early Friday Closure
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