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AmeriLife

TruChoice Annuity Sales Support 2

Job Posted 26 Days Ago Posted 26 Days Ago
Remote
46 Locations
Entry level
Remote
46 Locations
Entry level
The Annuity Sales Support 2 role involves assisting with sales of annuity products via direct communication with producers and wholesalers. Responsibilities include making and receiving calls for product recommendations, maintaining producer relationships, running illustrations, following up on quotes, and solving potential issues to enhance business efficiency.
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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

The Annuity Sales Support team is responsible for increasing sales of annuity products through direct contact with all producers and wholesalers. This position is responsible for both outgoing and inbound calls; dealing with product recommendations, sales support and closing sales. Identifying and maintaining contact with producers through follow up on product quotes, running illustrations, materials sent to write business, and thank you calls for new business received. Identifying and resolving any potential issues and working with the appropriate people to resolve. Providing producers with support and problem solving in all areas.

Job Description

  • Possess knowledge of all company products and creative ways to market these products to producers using advanced marketing concepts. Understand in detail, annuities and the industry. Utilize each contact as an opportunity to build a relationship and understand how to provide value to the producers business. Utilize database and other tracking methods to track producer production levels on current and proposed sales activity.
  • Identify and maintain contact with producers through follow up on product quotes, materials sent and thank you calls for new business received. Provide producers with product information, quotations, illustrations and materials required to be licensed and/or write business. Identify and resolve any potential issues and work with the appropriate people to resolve. Provide producers with support and problem solving in all areas.
  • Introduce producers to our value-added programs and their benefits. Identify and maintain contact with potential and existing producers as required. Maintain and update producer information in DriveIT.
  • Ability to be a professional inside sales person that advances the sales process. Promote/sell products and solutions by way of a consultative sales approach which includes but is not limited to positioning, product features, value add systems, continuing education programs, sales illustrations and strength of brand. Work with producers through various roadblocks that occur when writing and transacting business.

Top Skills

Annuities
Communication
Customer Support
Database Management
Market Analysis
Product Knowledge
Sales

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