<p>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.</p> <p>Eagle Life has job opportunities to take your career to the next level while offering excellent benefits, community and employee engagement, and educational advancement in the insurance industry. We are looking for high energy individuals aspiring and ready to extend their reach with a company that is innovative, inclusive and making a lasting impact. Join a team where you are appreciated and valued, work-life balance is top priority and company culture is not just talked about but is something that's expressed in our daily work environment.</p> <p>Apply today to be a part of our success and Soar Higher!</p> <p>GENERAL PURPOSE OF THE JOB:</p> <p>The Senior Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products. The incumbent manages sales territory in conjunction with external partners based on the requirements established by Eagle Life. Work requires independent judgment and discretion in managing targeted relationships with business partners and driving sales. In addition, the Senior Internal Wholesaler takes on training and leadership responsibilities within the department.</p> <p>#LI-SD1</p> <p>ESSENTIAL DUTIES AND RESPONSIBILITIES:</p> <ul> <li>Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products. </li><li>In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL. </li><li>Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations. </li><li>Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition. Creates talking points and agendas to utilize along with key selling points. </li><li>Applies knowledge of each Advisor's practice and the firm to develop and provide optimal strategies. </li><li>Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products. </li><li>Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business. </li><li>Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies. </li><li>Apply product expertise to efficiently win and effectively execute opportunities. </li><li>Manages time and productivity, creates operating efficiencies, leverages existing systems. </li><li>Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness. </li><li>Consistently expands the producer base by engaging both new producers and fallen angels. </li><li>Ensures consistent movement of opportunities through the sales process as measured by advisor commitments. </li><li>Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process. </li><li>Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer. </li><li>Consistently executes on follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork. </li><li>Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to gain a favorable resolution for the client and advisor. </li><li>Generates ideas and helps create content of emails and messaging to financial advisors. </li><li>Actively stays current on investment strategies and trends in the financial industry. </li><li>Performs other related work as assigned. </li><li>Assists with training new & existing members of the Internal Sales team on products, business processes and wholesaling best practices. </li><li>Serves as a mentor to less experienced Internal Wholesalers. </li><li>Serves as a main contact for day-to-day wholesaler questions on products & procedures. </li><li>Responsible for keeping the team OneNote file up-to-date and organized. </li><li>Assists Sales Management with various business unit initiatives & projects. </li><li>Serve as the primary contact for escalated issues when Internal Sales Management is out of the office. </li></ul> <p>SUPERVISORY RESPONSIBILITIES:</p> <p>Direct Reports: None</p> <p>General Description of Indirect Reports (2 and 3-downs): None</p> <p>EDUCATION AND EXPERIENCE:</p> <ul> <li>Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience. </li><li>Prior experience as an Internal Wholesaler is required </li><li>Formal or Informal Leadership experience is preferred. </li></ul> <p>CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:</p> <ul> <li>Current Life & Health License preferred. If not currently licensed, ability to obtain within 45 days of employment is required </li><li>Ability to obtain additional licenses (i.e. FINRA) in the future, if necessary. </li></ul> <p>KNOWLEDGE, SKILLS AND ABILITIES:</p> <ul> <li>Excellent presentation skills and public speaking skills. </li><li>Strong interpersonal and relationship building skills to allow for collaborative work effort. </li><li>Knowledge of retirement products. </li><li>Ability to interact with all levels of internal and external resources, vendors as well as other departments. </li><li>Strong problem-solving abilities. </li><li>Professional maturity to effectively interface with financial advisors. </li><li>Strong organizational and time management skills. </li><li>Strong customer service orientation. </li><li>Effective verbal and written communication skills. </li><li>Mathematical skills and strong attention to detail. </li><li>Proficient in the use of Microsoft Office Suite. </li><li>Ability to write reports, business correspondence, and procedure manuals. </li><li>Ability to effectively present information and respond to questions. </li><li>Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures. </li><li>Ability to define problems, collect data, establish facts, and draw valid conclusions. </li><li>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. </li><li>Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. </li><li>Ability to maintain valid driver's license. </li></ul> <p>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.</p>