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AmeriLife

Internal Wholesaler

Posted 3 Days Ago
Be an Early Applicant
In-Office or Remote
46 Locations
Junior
In-Office or Remote
46 Locations
Junior
Drive sales by building relationships with producers, proactively calling agents, developing new business, and utilizing sales resources effectively.
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Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.
  • Maintain and grow team sales goal in coordination with sales resources
  • Proactive calling to all assigned agents to build territory
  • Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
  • Partner with sales resources in all aspects of producer development.
  • Be able to call on lower producing agents in a sales capacity.
  • Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.
  • Develop expert knowledge of products, carriers, and Crump resources.
  • Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions
  • Effectively utilize company client management system to manage sales process

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PCs in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training and work-related experience
  • Excellent telephone etiquette skills
  • Ability to display maturity, competitiveness, and a good work ethic
  • Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes
  • Possess basic knowledge of insurance underwriting
  • Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Preferred Qualifications:

  • Series 6 and State Insurance Licenses
  • Understanding of sales concepts, illustrations, and the underwriting process

Top Skills

MS Office

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