[Hiring] External Wholesaler @AmeriLife

Role Description

Develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Should have knowledge wholesaling in the Inspirational Market Place.

Essential Duties and Responsibilities

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center.
• Utilize and understand internal resources to capitalize on team results.
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements.
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base.
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan.
• Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies.
• Remain contemporary on relevant industry, legislative and tax-related issues.
• Provide feedback from agents on product marketing, processing and other related customer service issues.
• Make required volume of proactive sales calls as required.
• Maintain accurate customer relationship management (CRM) activity records.

Qualifications

• 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.
• Exceptional presentation skills.
• Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry.
• Ability to quickly build rapport and trust while interacting with clients and delivering presentations.
• Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics.
• Strong life product and/or related product experience.
• Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications.
• Proven track record of progressive sales quota attainment.

Requirements

• Life brokerage experience.
• Strong working knowledge of Crump and appropriate channel/account/product line.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.