External Wholesaler-Annuities (Remote)

Our Company

Explore how you can contribute at AmeriLife.

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

Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
• Utilize and understand internal resources to capitalize on team results
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
• Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
• Remain contemporary on relevant industry, legislative and tax-related issues
• Provide feedback from agents on product marketing, processing and other related customer service issues
• Make required volume of proactive sales calls as required
• Maintain accurate customer relationship management (CRM) activity records

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Exceptional presentation skills
• Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
• Ability to quickly build rapport and trust while interacting with clients and delivering presentations
• Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
• Strong life product and/or related product experience
• Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
• Proven track record of progressive sales quota attainment

Preferred Qualifications:

• Life brokerage experience
• Strong working knowledge of Crump and appropriate channel/account/product line

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Americans with Disabilities Act (ADA) Statement

Pay Transparency Statement

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.