Insurance Wholesaler - Annuity

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE!

POSITION HIGHLIGHTS

In office Monday - Friday: 8420 W Dodge Rd, Omaha, NE 68114

Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday

Compensation is a combination of base + incentive

SUMMARY

Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit.

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; Identify problem agents; 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.

Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests.

For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.

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

Bachelor's Degree in marketing or a related field

High School Diploma or GED

Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience

Life/Health Insurance license

SKILLS

Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.

Knowledge of the general industry procedures, practices and terminology.

Skill in working effectively with inbound and outbound callers/customers.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.

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