Sr. Internal Wholesaler, Life Sales

Job Summary

The Senior Internal Wholesaler, Life Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more.  In addition, the Senior Internal Wholesaler, Life Distribution will deliver outbound call and email campaigns as needed to promote F&G Life products and programs to drive Life sales objectives.

This position will report to the Director, Internal Sales, Life Distribution and will work in conjunction with other Life Distribution Internal Wholesalers as well as partnering to support National Account Managers and National Account VPs.

Duties and Responsibilities

• Support the growth of sales by efficiently managing high-volume inbound phone and email inquiries & providing quality sales support to agents and marketers
• Initiate proactive sales initiatives in coordination with Life Sales objectives
• Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
• Provide cross-organizational support to agents and marketers including inquires related to underwriting, contracting and commissions, new business and policyholder support
• Train agents and marketers on F&G illustration software and agent website use; troubleshoot and/or report system issues
• Maintain strong knowledge of life insurance industry and competitive landscape; assist in developing competitive positioning talking points or collateral
• Develop expert knowledge of specific account requirements as they relate to service capabilities and procedures, to include relationships with TPAs, operations, and other F&G departments.
• Establish and maintain strong relationships with high-value agents  and proactively identify opportunities for business growth
• Partner with National Account VPs and National Account Managers to assist in new account onboarding, development and maintenance
• Assist in creation and distribution of marketing materials and sales concepts
• Conduct highly effective web-based sales presentations and trainings
• Provide additional support as assigned by leaders and peers

Experience and Education Requirements

• Bachelor’s Degree in business or related field
• 5+ years of professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.
• 2+ years of experience in the Insurance or Financial Services Industry
• Life product sales support experience preferred, specifically in Indexed Universal Life products
• Highly knowledgeable regarding the life insurance marketplace, products and IMO distribution
• General knowledge on economics and financial planning
• Life insurance license preferred

Knowledge, Skills & Abilities

• Ability to build mutually beneficial external and internal relationships
• Superior communication skills - oral, written and interpersonal skills are critical; Maintain professionalism in communication and conduct
• Operate with an appropriate sense of urgency
• Positive, creative and collaborative approach to challenges and tasks
• Drive to deliver results through extraordinary service quality and accountability
• Expert in manipulating illustration software and technologically proficient and knowledgeable in sales support tools
• Self-motivated individual with excellent critical thinking skills and the ability to work autonomously as a part of a high-performing team
• Advanced knowledge of MS Office, Word, Excel and Power Point required
• Salesforce CRM experience preferred; Ability to accurately and consistently document activities
• Effective and articulate presenter and trainer

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required

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