Insurance Wholesaler - Annuities

Insurance Wholesaler

Alliant Insurance is hiring an Insurance Wholesaler in the Annuities Department for our ASA Group office. Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments 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 :

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.