Fidelity & Guaranty Life Insurance Company Verified

Internal Wholesaler, Annuity

HybridHybridFull TimeJunior / Entry-levelPosted 1 month ago

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Required skills

Annuity
case design
product questions
competitive positioning
illustration software training
Annuity sales objectives
sales support
sales initiatives
contracting and commissions
new business

Nice to have

Salesforce CRM
annuity insurance marketplace
IMO distribution
Life and annuity license

Role summary

The Internal Wholesaler, Annuity Distribution, provides phone and web-based support for agents and IMO marketers, assisting with case design, product questions, and illustration software training. This role also involves outbound call and email campaigns to promote F&G Annuity products and drive sales objectives. Reporting to the Manager, Internal Sales, the position collaborates with other internal wholesalers and distribution team members. Key responsibilities include managing inbound inquiries, identifying sales opportunities, and providing cross-organizational support for contracting, commissions, new business, and policyholder services. The role requires strong communication, problem-solving, and technical proficiency, with a minimum of 3 years of relevant experience.

Job Summary

The Internal Wholesaler, Annuity 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 Internal Wholesaler, Annuity Distribution will deliver outbound call and email campaigns as needed to promote F&G Annuity products and programs to drive Annuity sales objectives.

This position will report to the Manager, Internal Sales and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team.

Duties & Responsibilities

Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers

Initiate proactive sales initiatives in coordination with Annuity Sales objectives

Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures

Identify and communicate new sales opportunities to Senior Internal Wholesalers and Regional Directors

Provide cross-organizational support to agents and marketers including inquires related to 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 annuity insurance industry and competitive landscape

Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

General knowledge on economics and financial planning

Ability to build solid external and internal relationships

Operate with an appropriate sense of urgency

Positive, collaborative approach to challenges and tasks

Drive to deliver results through extraordinary service quality and accountability

Strong communication skills - oral, written and interpersonal communication skills are critical

Self-reliant multi-tasking and problem-solving capabilities

Advanced knowledge of MS Office, Word, Excel and Power Point required

Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred

Minimum Qualifications

Education Level

High School Diploma or GED

Years of Experience

3+ year of relevant experience

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.

Preferred Qualifications

Education Level

Bachelor's Degree - Business or related field

Years of Experience

1+ year of relevant experience

Knowledgeable regarding the annuity insurance marketplace, products and IMO distribution

Annuity product sales support experience

License/Certification

Life and annuity license

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll 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 talentacquisition@fglife.com.

Join our employee-centric 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 life’s 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 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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