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Annuity Sales Support Consultant

Brokers International

Urbandale, IA · HybridJobPosted 7mo agoSeen in employer's feed 3 days ago

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At a glance

Compensation
No compensation found
Location
Urbandale, IAHybrid
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

Brokers International is hiring an Annuity Sales Support Consultant. The Annuity Sales Support Consultant assists agents throughout the entire sales process, handling inbound and outbound sales requests, maintaining contact, and providing follow-up information. This role requires a can-do attitude, creative thinking, quick adaptability, and a strong focus on customer service.

Key focus areas include Handle inbound and outbound sales requests to existing agents and their staff providing sales support and case consultation., Maintain contact and provide follow up information with agents/staff regarding product quotes, illustrations, and materials sent., and Assist agents throughout the sales cycle until they are paid - including licensing, contracting and new business assistance..

Successful candidates bring 1+ Years Phone Sales Experience, Iowa Insurance License, and Valid Driver's License. Important skills include Can-Do Attitude, Creativity, Quick On Your Feet, and Customer Service. Preferred (not required): Microsoft Office Suite, Event Planning Software, Attention To Detail, and Execute Within Set Timeframes.

Skills & qualifications

RequiredNice to have

Skills

Can-Do AttitudeCreativityQuick on Your FeetCustomer ServiceMicrosoft Office SuiteEvent Planning SoftwareAttention to DetailExecute Within Set TimeframesJuggle Multiple Priorities

Qualifications

Iowa Insurance LicenseValid Driver's LicenseBachelor's Degree2-4 Years Related Experience and/or Training1 Year Phone Sales Experience

Benefits

Paid Time Off
Medical Insurance
Dental Insurance

Full job description

We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience.

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

Under the leadership of President Mark Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner.

BI’s culture is one of inclusion and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

What You'll Be Responsible For

  • Handling inbound and outbound sales requests to existing agents and their staff providing sales support and case consultation.

  • Maintaining contact and provide follow up information with agents/staff regarding product quotes, illustrations, and materials sent.

  • Assist agents throughout the sales cycle until they are paid - including licensing, contracting and new business assistance.

  • Partner with internal business partners to determine the best possible client experience.

Desired Qualifications:

  • Bachelor's Degree from a four-year college or university, or two to four years related experience and/or training; or equivalent combination of education and experience.

  • One year of phone sales experience

  • Iowa Insurance license required within 90 days of employment.

  • Valid driver's license required

  • Previous experience with the Microsoft Office Suite, knowledge of event planning software a plus

  • Strong attention to detail

  • Ability to execute within set timeframes.

  • Ability to juggle multiple priorities.

Employee Benefits

Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m

Our Culture

At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

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