Internal Wholesaler - Annuities
Alliant Insurance is hiring an Annuities Internal Wholesaler for our ASA Group office based in Little Rock, Arkansas.
The ASA Group is a brokerage general agency serving insurance and financial planning professionals across the country. Offering life, long-term care, disability insurance, and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers.
POSITION HIGHLIGHTS: Our Annuities Internal Wholesaler will be responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the sales departments to increase company revenue and profit.
- Remote role or onsite if near an office
- Monday - Friday, full time
- Compensation is a combination of base salary and benefits + incentive
ESSENTIAL DUTIES AND RESPONSIBILITIES
Agent Support Functions:
-Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services
-Develop assigned marketing plans and provide service assistance to agents
-Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products
-Recruit, train, service and assist agents to enable agents to produce at highest level possible
-Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email
-Communicate with agents regularly regarding product information, rate changes and key agent benefits
-Monitor compliance with program reporting rules and sales requirements
-Provide technical support training, sales and marketing coaching
-Identify and cultivate top producers
-Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)
-Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships
Department Support Functions:
-Update and maintain Contact Management System information in accordance with policies and procedures
-Manage Team Roster
-Update and maintain task list
-Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools
Special Projects:
-Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees
-Assists with special projects/assignments as requested by members of management
-Performs other duties as assigned by management
QUALIFICATIONS
EDUCATION / EXPERIENCE
-High School Diploma or GED, required
-Bachelor's Degree, preferred
-Two (2) or more years in general insurance industry or related field (financial services, business-to-business customer service or call center) experience. required
-One (1) or more years with Annuities, Life Settlements, or Disability experience, required
Life/Health Insurance license within 90 Days, required
PERKS AND BENEFITS:
-Health Insurance*
-Dental and vision insurance*
-401(k) with company match*
-Paid time off
*Available the first of the month following date of hire
Equal Opportunity Employer; SMS participates in the E-Verify system
#LI-MH2
Autres détails
- Type de paie À heure
- Taux min. à l'embauche 21,50 $
- Taux max. à l'embauche 25,50 $
- Connecticut, États-Unis
- Floride, États-Unis
- Little Rock, Arkansas, États-Unis
- Minnesota, États-Unis
- Nebraska, États-Unis
- Texas, États-Unis
- Virtuel