Sales Support Specialist, Eagle Life

American Equity•League City, TX

About The Position

Eagle Life Insurance Company, a subsidiary of American Equity Investment Life Insurance Company, is an annuity provider focused on safe, innovative retirement solutions and servicing financial institutions. The company values its people as key to its growth and success and seeks driven, entrepreneurial-minded individuals. Eagle Life offers a dynamic and collaborative environment with strong growth potential, investing in employees through formal training, ongoing development, and a proven career path.

Requirements

Bachelor's Degree (B.A.) from a four-year college or university in marketing, business administration, or a related field of study; or equivalent related experience.
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.
Strong customer service orientation.
Effective verbal and written communication skills.
Strong interpersonal and relationship building skills.
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.

Nice To Haves

Prior sales support or customer service experience beneficial.

Responsibilities

Act as a resource for financial advisors regarding Eagle Life products, value proposition, and procedures.
Strengthen relationships with external business partners.
Identify prospecting opportunities and gather data.
Assist wholesaling teams with marketing campaigns and special projects.
Respond to inbound calls regarding annuity pre-sale and post-sale questions, needs, and concerns.
Assist internal and external business partners with Eagle websites, annuity illustration software, sales and marketing programs, product questions, Customer Excellence procedures, pre-sale requirements, and in-force annuity service matters.
Provide superior customer service by meeting department metrics for Aux time, talk time, and call-quality assurance.
Maintain knowledge of Customer Excellence, Suitability, and other departments' procedures impacting financial advisors.
Proactively ask probing questions for data gathering and prospecting.
Provide lead opportunities to External and Internal Wholesalers.
Assist Eagle Life wholesaling teams by driving attendance to conference dinners, CE breakouts, and regional events via outbound calls.
Provide feedback to direct manager and stakeholders.
Maintain thorough knowledge of Eagle products, strategies, systems, processes, and technologies.
Generate ideas and help create messaging for marketing and sales.
Stay current on investment strategies and trends in the financial industry.
Perform other related work as assigned.