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About the role
Key responsibilities & impact- Assist in growing the sales of Fixed & Fixed Indexed Annuity sales in the IMO Distribution Channel
- Demonstrate thorough, in-depth knowledge of company products, practices and procedures
- Conduct new producer installations (how to do business with Fidelity & Guaranty Life) and provide sales and marketing support to agents with virtual training using a variety of video conferencing platforms and PowerPoint tools
- Profile IMO’s and agents by accurate and timely activity entry into CRM in order to utilize information obtained to further develop sales and business opportunities
- Work closely with the National Sales Manager & Regional Director (s) to develop business & marketing plans to achieve sales goals and objectives
- Sales activities to include: extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach in promoting the Fidelity & Guaranty Life products, programs, processes and people
- Develop expert knowledge and proficiency in utilizing all applications i.e.: company website, expert product knowledge, illustration software
- Develop expert knowledge of specific account requirements as they relate to service capabilities and procedures, to include relationships with TPAs, operations, and other Fidelity & Guaranty Life departments
- Enhance product and industry knowledge by being a student of the industry/business and participation of continuous training
Requirements
What you’ll need- Bachelor’s degree; preferred
- 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
- Expert in utilizing illustration software to showcase annuity solutions
- Life and/ Annuities Licensed preferred
Benefits
Comp & perks- Flexible work arrangements
ATS Keywords
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Hard Skills & Tools
Sales Strategy DevelopmentProduct KnowledgeTraining and SupportOutbound and Inbound Sales ActivitiesBusiness Plan Development
Soft Skills
Effective CommunicationProblem SolvingCollaborationTraining FacilitationCustomer Service
Certifications
Life and Annuities License