Internal Wholesaler, Annuity
F&G, Des Moines, IA, United States
Job Summary
The Internal Wholesaler, Annuity Distribution, is responsible for providing best‑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 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 Director, Internal Sales, Annuity Distribution and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team.
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 inquiries 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
Minimum Qualifications
Bachelor’s Degree; Preferred
3‑5 years of 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.
Annuity product sales support experience preferred
Experience in the annuity insurance marketplace, products and IMO distribution preferred, not required
Life and annuity license preferred
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
Other Requirements
This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
Perform other functions, duties and projects as assigned
Regular and punctual attendance
Work Environments
F&G believes in an employee‑centric flexible environment, which is why we offer the ability for in‑office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please review the policy.
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The Internal Wholesaler, Annuity Distribution, is responsible for providing best‑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 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 Director, Internal Sales, Annuity Distribution and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team.
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 inquiries 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
Minimum Qualifications
Bachelor’s Degree; Preferred
3‑5 years of 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.
Annuity product sales support experience preferred
Experience in the annuity insurance marketplace, products and IMO distribution preferred, not required
Life and annuity license preferred
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
Other Requirements
This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
Perform other functions, duties and projects as assigned
Regular and punctual attendance
Work Environments
F&G believes in an employee‑centric flexible environment, which is why we offer the ability for in‑office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please review the policy.
#J-18808-Ljbffr