Internal Wholesaler
EquiTrust Life Insurance Company, Des Moines, IA, United States
About Us
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
Position Summary
The Internal Wholesaler is responsible for helping to drive sales by providing the Regional Vice President(s), Assistant Vice President, Sales, and the Vice President of Sales and Marketing, assigned core distribution partners, marketers, and top producers, with pro‑active, high‑end sales support. This position will also be key in analyzing marketplace intelligence relating to competitive products, programs, and systems in an effort to promote EquiTrust products and drive the achievement of annual company sales goals. This individual will be responsible for supporting, developing and implementing Sales and Marketing strategies to promote and increase the sales of EquiTrust products.
What You’ll Do
Partner with the Regional Vice President’s (RVP) to identify and develop relationships with distribution including marketers and independent agents to attain or exceed company goals.
In partnership with Sales management and RVP’s, develop sales goals and marketing plans to grow sales, market share and increase visibility for EquiTrust.
Conduct proactive telephone sales presentations to independent producers and marketers to highlight EquiTrust products and value proposition. Create talking points and agendas to utilize along with key selling points.
Perform extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach.
Support the Sales Desk team on an as‑needed basis with both inbound and outbound phone coverage as carryover or due to increases in phone volume from other company initiatives.
Proactively seek and support the development of new initiatives to enhance EquiTrust’s success and market presence.
Assist the RVP’s as an internal liaison to provide assistance with administrative escalations to resolve issues.
Respond to and resolve requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel at all times.
Attend and participate in strategic partner meetings, sponsorships, and conferences as needed.
Support the Sales and Marketing team and/or other departments on an as‑needed basis.
Willingly take on additional responsibilities as requested to accomplish department and company objectives.
What You’ll Bring
We are looking for an individual who meets the following qualifications.
Education
Bachelor’s Degree or equivalent education or life and annuity industry experience required.
Experience
Degreed Professionals: 4 years of life and annuity experience required. 4 years sales or wholesaling experience required.
Non‑Degreed Professionals: 6 years of life and annuity experience required. 6 years sales or wholesaling experience required.
Knowledge, Skills, and Abilities
Effective communication and presentation skills, both verbal and written.
Demonstrates the ability to proactively identify and solve problems and issues of all types.
Ability to establish positive relationships and work effectively with all departments and affiliates to ensure integration of strategic goals and principles.
Demonstrates thorough, in‑depth knowledge of company products, practices and procedures.
Capability to utilize technology to work more efficiently, more productively and as an auditing tool.
Ability to interact with all levels of internal and external resources, vendors as well as other departments.
Strong problem‑solving abilities.
Where You’ll Work
West Des Moines, IA
Office Location: Moderate travel (10 – 20% of the time).
Expected Travel: Travel not likely/required.
Total Rewards
Medical, Dental & Vision coverage
401(k) with Company Match
Paid time off: Vacation, Sick, Holiday, and more
Paid Parental Leave for both Mothers and Fathers
Hybrid/Remote Work Options
Early Friday Closure
EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.
#J-18808-Ljbffr
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
Position Summary
The Internal Wholesaler is responsible for helping to drive sales by providing the Regional Vice President(s), Assistant Vice President, Sales, and the Vice President of Sales and Marketing, assigned core distribution partners, marketers, and top producers, with pro‑active, high‑end sales support. This position will also be key in analyzing marketplace intelligence relating to competitive products, programs, and systems in an effort to promote EquiTrust products and drive the achievement of annual company sales goals. This individual will be responsible for supporting, developing and implementing Sales and Marketing strategies to promote and increase the sales of EquiTrust products.
What You’ll Do
Partner with the Regional Vice President’s (RVP) to identify and develop relationships with distribution including marketers and independent agents to attain or exceed company goals.
In partnership with Sales management and RVP’s, develop sales goals and marketing plans to grow sales, market share and increase visibility for EquiTrust.
Conduct proactive telephone sales presentations to independent producers and marketers to highlight EquiTrust products and value proposition. Create talking points and agendas to utilize along with key selling points.
Perform extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach.
Support the Sales Desk team on an as‑needed basis with both inbound and outbound phone coverage as carryover or due to increases in phone volume from other company initiatives.
Proactively seek and support the development of new initiatives to enhance EquiTrust’s success and market presence.
Assist the RVP’s as an internal liaison to provide assistance with administrative escalations to resolve issues.
Respond to and resolve requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel at all times.
Attend and participate in strategic partner meetings, sponsorships, and conferences as needed.
Support the Sales and Marketing team and/or other departments on an as‑needed basis.
Willingly take on additional responsibilities as requested to accomplish department and company objectives.
What You’ll Bring
We are looking for an individual who meets the following qualifications.
Education
Bachelor’s Degree or equivalent education or life and annuity industry experience required.
Experience
Degreed Professionals: 4 years of life and annuity experience required. 4 years sales or wholesaling experience required.
Non‑Degreed Professionals: 6 years of life and annuity experience required. 6 years sales or wholesaling experience required.
Knowledge, Skills, and Abilities
Effective communication and presentation skills, both verbal and written.
Demonstrates the ability to proactively identify and solve problems and issues of all types.
Ability to establish positive relationships and work effectively with all departments and affiliates to ensure integration of strategic goals and principles.
Demonstrates thorough, in‑depth knowledge of company products, practices and procedures.
Capability to utilize technology to work more efficiently, more productively and as an auditing tool.
Ability to interact with all levels of internal and external resources, vendors as well as other departments.
Strong problem‑solving abilities.
Where You’ll Work
West Des Moines, IA
Office Location: Moderate travel (10 – 20% of the time).
Expected Travel: Travel not likely/required.
Total Rewards
Medical, Dental & Vision coverage
401(k) with Company Match
Paid time off: Vacation, Sick, Holiday, and more
Paid Parental Leave for both Mothers and Fathers
Hybrid/Remote Work Options
Early Friday Closure
EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.
#J-18808-Ljbffr