External Wholesaler-Annuities
我们的公司探索你如何为 AmeriLife 贡献.50多年来,AmeriLife 一直是计划退休和生活在养老金中的人员的年薪,生命和健康保险解决方案开发,营销和分配领域的领导者。合作伙伴们对知道他们提供代理商,市场商和运营商合作伙伴在快速发展的行业中取得成功所需的支持感到满意。工作总结通过数字化方式向全国各地的代理人发送年薪产品,直接面对面访问会议,会议,机构和代理人的经验。职位描述 下面是对该职位的基本功能进行总结。其他主要和小任务也可能会执行,但这些工作并未列出下方。具体活动可以随时发生变化。· 预期和配置文件生产者对于一个定义的销售道,产品线和/或解决方案中心的新和现有保险销售机会 · 利用和理解内部资源以利用团队成果 · 增长业务簿,账户,领土等以反映战略业务计划要求 ·通过持续的生产者配置,不断建立关系,并精炼和更新经纪人基础与各自地区和/或分配的道/产品/账户的生产商保持积极的销售关系 · 维持月度销售生产指标,构建适当的销售库存和实现销售生产计划 · 与 Crump 运营团队 (许可证,插图,案例管理,承包,佣金等)合作并保持强有力的合作伙伴关系以有效地制定和实施政策 · 在相关行业,立法和税务问题上保持当代性 · 提供代理人对产品营销,加工和其他相关客户服务问题的反。· 根据需要进行主动销售电话的必要量。· 保持准确的客户关系管理 (CRM)活动记录。
查看英文原文
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly.Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
- Utilize and understand internal resources to capitalize on team results
- Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
- Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
- Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
- Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
- Remain contemporary on relevant industry, legislative and tax-related issues
- Provide feedback from agents on product marketing, processing and other related customer service issues
- Make required volume of proactive sales calls as required
- Maintain accurate customer relationship management (CRM) activity records
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PC's in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training and work-related experience
- Exceptional presentation skills
- Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
- Ability to quickly build rapport and trust while interacting with clients and delivering presentations
- Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
- Strong life product and/or related product experience
- Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
- Proven track record of progressive sales quota attainment
Preferred Qualifications:
- Life brokerage experience
- Strong working knowledge of Crump and appropriate channel/account/product line
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
Originally posted on Himalayas