Life and Annuity Wholesaler
Job Summary
Working remotely, the Internal Wholesaler, Annuity will provide exceptional phone and web-based support for agents and marketers, manage inbound inquiries, and initiate proactive sales initiatives to drive annuity sales objectives.
Key responsibilities
- Efficiently manage high-volume inbound phone and email inquiries, delivering quality sales support to agents and marketers
- Initiate proactive sales initiatives in alignment with Annuity Sales objectives and identify new sales opportunities
- Train agents on illustration software and provide cross-organizational support related to contracting and commissions
Required qualifications
- High School Diploma or GED
- 3+ years of relevant experience in customer service and collaboration across teams
- Life and annuity license
- Advanced knowledge of MS Office applications
- Understanding of the annuity insurance marketplace and products
Complete Job Description
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