Bilingual Internal Wholesaler, Spanish
F&G
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support the growth of sales by efficiently managing high-volume inbound phone and email inquiries & providing quality sales support to agents and marketers.
- Initiate proactive sales initiatives in coordination with Life Sales objectives.
- Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures.
- Provide cross-organizational support to agents and marketers including inquires related to underwriting, 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 life insurance industry and competitive landscape; assist in developing competitive positioning talking points or collateral.
- Develop expert knowledge of specific account requirements as they relate to service capabilities and procedures, to include relationships with TPAs, operations, and other F&G departments.
- Establish and maintain strong relationships with high-value agents and proactively identify opportunities for business growth.
- Partner with National Account VPs and National Account Managers to assist in new account onboarding, development and maintenance.
- Assist in creation and distribution of marketing materials and sales concepts.
- Conduct highly effective web-based sales presentations and trainings.
- Provide additional support as assigned by leaders and peers.
Requirements
- Bachelor’s Degree in business or related field
- 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.
- 2+ years of experience in the Insurance or Financial Services Industry
- Life product sales support experience preferred, specifically in Indexed Universal Life products
- Highly knowledgeable regarding the life insurance marketplace, products and IMO distribution
- General knowledge on economics and financial planning
- Bilingual in Spanish
- Life insurance license preferred
Benefits
- F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales supportF&G illustration softwareproblem solvingweb-based sales presentationsfinancial planninglife insurance licenseIndexed Universal Life productscustomer servicecontractingunderwriting
Soft skills
communicationcollaborationrelationship buildingtrainingproactive sales initiativesorganizational supportbusiness growth identificationteamworkpresentation skillscustomer engagement
Certifications
Bachelor’s DegreeLife insurance license