Bilingual Sr Internal Wholesaler
Bilingual Sr Internal Wholesaler
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1 Vacancy
Job Description
Job Summary
The Senior Internal Wholesaler Life Distribution is responsible for providing bestinclass phone and webbased 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 highvolume 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 indepth knowledge of F&G products practices and procedures.
- Provide crossorganizational 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 highvalue 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 webbased sales presentations and trainings.
- Provide additional support as assigned by leaders and peers.
Experience and Education Requirements
- Bachelors 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
- Bilingual in Spanish
- 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.
- Selfmotivated individual with excellent critical thinking skills and the ability to work autonomously as a part of a highperforming 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 required (less than 10.
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Additional Information
Work Environments
F&G believes in an employeecentric flexible environment which is why we offer the ability for inoffice hybrid and remote work arrangements. During the hiring process youll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process please contact
Join our employeecentric hybrid work environment: F&G Careers
About F&G
Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.
As a national Top Workplace1 an Iowa Top Workplace2 and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA
2Des Moines Register Top Workplaces
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Required Experience:
Senior IC
Employment Type
Intern
