Internal Wholesaler, Annuity Sales

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Requirements:

• Bachelor’s Degree in business or related field.
• 3-5 years of professional work experience with demonstrated background in customer service and collaboration.
• Annuity product sales support experience preferred.
• Knowledge of annuity insurance marketplace and products preferred, not required.
• Life and annuity license preferred.
• General knowledge of economics and financial planning.
• Ability to build solid relationships, operate with urgency, and deliver extraordinary service quality.
• Strong oral, written, and interpersonal communication skills.
• Self-reliant multi-tasking and problem-solving capabilities.
• Advanced knowledge of MS Office, Word, Excel, and PowerPoint required.
• Technologically proficient with contact management applications and sales support systems; Salesforce CRM experience preferred.

Responsibilities:

• Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers.
• Initiate proactive sales initiatives in coordination with Annuity Sales objectives.
• Demonstrate thorough, in-depth knowledge of F&G products, practices, and procedures.
• Identify and communicate new sales opportunities to Senior Internal Wholesalers and Regional Directors.
• Provide cross-organizational support to agents and marketers regarding contracting, commissions, and policyholder support.
• Train agents and marketers on F&G illustration software and agent website use, troubleshooting system issues as necessary.
• Maintain a strong knowledge of the annuity insurance industry and competitive landscape.