Internal Wholesaler, Annuity

Location: Remote

Department: Annuity Segment

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

Bachelors 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