Internal Wholesaler - Annuities

Alliant Insurance is hiring an Annuities Internal Wholesaler for our ASA Group office based in Little Rock, Arkansas.

The ASA Group is a brokerage general agency serving insurance and financial planning professionals across the country. Offering life, long-term care, disability insurance, and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers.

https://theasagroup.com/

POSITION HIGHLIGHTS: Our Annuities Internal Wholesaler will be responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the sales departments to increase company revenue and profit.

• Remote role or onsite if near an office
• Monday - Friday, full time
• Compensation is a combination of base salary and benefits + incentive

ESSENTIAL DUTIES AND RESPONSIBILITIES

Agent Support Functions:

-Promote the company's product portfolio by being proficient within product area assignment and familiar with all company products and services

-Develop assigned marketing plans and provide service assistance to agents

-Handle 50-100 telephone calls per day with agencies and agents on all aspects of assigned products

-Recruit, train, service and assist agents to enable agents to produce at highest level possible

-Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email

-Communicate with agents regularly regarding product information, rate changes and key agent benefits

-Monitor compliance with program reporting rules and sales requirements

-Provide technical support training, sales and marketing coaching

-Identify and cultivate top producers

-Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)

-Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships

Department Support Functions:

-Update and maintain Contact Management System information in accordance with policies and procedures

-Manage Team Roster

-Update and maintain task list

-Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools

Special Projects:

-Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees

-Assists with special projects/assignments as requested by members of management

-Performs other duties as assigned by management

QUALIFICATIONS

EDUCATION / EXPERIENCE

-High School Diploma or GED, required

-Bachelor's Degree, preferred

-Two (2) or more years in general insurance industry or related field (financial services, business-to-business customer service or call center) experience. required

-One (1) or more years with Annuities, Life Settlements, or Disability experience, required

Life/Health Insurance license within 90 Days, required

PERKS AND BENEFITS:

-Health Insurance*

-Dental and vision insurance*

-401(k) with company match*

-Paid time off

*Available the first of the month following date of hire

Equal Opportunity Employer; SMS participates in the E-Verify system

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• Connecticut, USA
• Florida, USA
• Little Rock, AR, USA
• Minnesota, USA
• Nebraska, USA
• Texas, USA
• Virtual