RiseMe
American Equity logo
American Equity Verified
Financial Services, Insurance, Annuities

Sales Support Specialist, Eagle Life

Des Moines, IAOnsiteFull TimePosted 1 month agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

  • Sales Support
  • annuity
  • financial advisors
  • customer service
  • Microsoft Office Suite
  • multi-task
  • meet deadlines

Nice to have

  • sales support experience
  • customer service experience

Role summary

Eagle Life Insurance Company is seeking a Sales Support Specialist to act as a resource for financial advisors regarding their annuity products. This role is crucial for strengthening relationships with external partners, identifying prospecting opportunities, and assisting wholesaling teams with marketing campaigns and special projects. The specialist will handle inbound calls, assist partners with website and software inquiries, provide customer service, and gather data for prospecting. They will also support wholesaling teams by driving event attendance and generating marketing messaging. A Bachelor's degree in marketing or business, or equivalent experience, is preferred, along with strong customer service, communication, and problem-solving skills. A Life & Health Insurance License is preferred but must be obtainable within 45 days of employment.

Eagle Life Insurance Company®, a wholly owned subsidiary of American Equity Investment Life Insurance Company®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions while applying a business approach that sets us apart. In an industry built on trust and relationships, we believe it is the people that make a company and our people are significant to our growth and the key to our success.

We’re looking for driven, entrepreneurial-minded individuals who are eager to take ownership of their success and make a meaningful impact.

At our company, you’ll be part of a dynamic and collaborative environment with strong growth potential. We invest in our people by providing a formal training program, ongoing development and proven career pathing to help you build the skills and confidence needed to succeed.

Apply today to be a part of our success and Soar Higher®!

GENERAL PURPOSE OF THE JOB:

The Sales Support Specialist acts as a resource for financial advisors of our partner firms in matters relating to Eagle Life products, value proposition and procedures. The role will be critical in strengthening relationships with external business partners, identifying prospecting opportunities, data gathering and assisting the wholesaling teams with marketing campaigns and special projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Holds priority position in Sales Support inbound phone queue and responds to inbound calls regarding annuity pre-sale and post-sale questions, needs, and concerns.
  • Regularly assists internal and external business partners with the following, but not limited to; Public and non-public Eagle websites, annuity illustration software, sales and marketing programs, annuity product questions, Customer Excellence procedures, pre-sale requirements, in-force annuity service related matters, etc.
  • Provides superior customer service by meeting department Sales Support Specialist metrics for Aux time, talk time and inbound/outbound call-quality assurance.
  • Maintains knowledge of Customer Excellence, Suitability, and other departments’ procedures impacting financial advisors with our partner firms.
  • Proactively asks probing questions for data gathering and prospecting purposes.
  • Provides lead opportunities to External and Internal Wholesalers.
  • Regularly assists Eagle Life wholesaling teams by helping to drive attendance to conference dinners, CE breakouts and regional events, primarily through outbound calls.
  • Provides useful and timely feedback to direct manager and other stakeholders.
  • Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
  • Generates ideas and helps create messaging for marketing and sales.
  • Actively stays current on investment strategies and trends in the financial industry.
  • Performs other related work as assigned.

    • SUPERVISORY RESPONSIBILITIES:

    Direct Reports: None

    General Description of Indirect Reports (2 and 3-downs): None

    EDUCATION AND EXPERIENCE:

  • Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience.
  • Prior sales support or customer service experience beneficial.

    • CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

  • Current Life & Health Insurance License preferred. If not currently licensed, ability to obtain within 45 days of employment is required. Ability to obtain additional licenses in the future, if necessary.

    • KNOWLEDGE, SKILLS AND ABILITIES:

  • Strong customer service orientation.
  • Effective verbal and written communication skills.
  • Strong interpersonal and relationship building skills to allow for collaborative work effort.
  • Knowledge of retirement products.
  • Ability to interact with all levels of internal and external resources.
  • Strong problem-solving abilities.
  • Professional maturity to effectively interface with financial advisors.
  • Strong organizational skills with ability to multi task
  • Mathematical skills and strong attention to detail.
  • Proficient in the use of Microsoft Office Suite.
  • Ability to effectively present information and respond to questions.
  • Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
  • Ability to maintain valid driver’s license.

    • #LI-SD1

    At American Equity, our core values—Empowered, Passion, Integrity, and Caring—are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.

    Iowa Best Companies to Work for 2025 | Top Workplaces

    For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.

    Ready to apply?
    You'll be redirected to American Equity's application page.

    Similar roles

    See how RiseMe works

    Match, tailor, and prep so you send fewer applications and land more interviews.