Internal Sales Representative

AmeriLife Internal Sales Representative

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

We are a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. Our Brokerage Team is motivated, forward-thinking individuals who develop advisor relationships and design creative product solutions with advanced marketing concepts. We work as a team, and we take pride and ownership of being a trusted partner to our advisors. The Internal Sales Representative has unlimited growth opportunity with KAFL for a driven individual with a desire to learn.

Responsibilities

Internal Sales Representative expected roles include but not limited to :

• Drive sales and retention of existing advisors / corporate relationships
• Represent AIMCOR and KAFL's portfolio of insurance products knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
• Case design, running illustrations, and preparing quotes and proposals for Advisors
• Assist with case planning composites and summary presentation spreadsheets
• Share business-building ideas and strategies with Advisors
• Provide technical information to advisors on advanced marketing concepts and assist in case design
• Aid in new business application process
• Work with case managers to seamlessly place other than applied for offers
• Coordinate reporting for and schedule meetings with top Advisors.
• Offer and coordinate client marketing programs with assigned advisors (ie : client and prospect seminars)
• Establish and meet call activity expectations and monthly sales goals
• Actively seek and participate in continuous training and enhance personal industry product knowledge to effectively communicate and build credibility with financial advisors / clients
• Work closely with other business partners to align activities and plans for all our territories and its advisors
• Proactive advisor outreach to follow-up on outstanding quotes, ensure application submission and education / event attendance as well as scheduling meetings for External Brokerage Managers
• Develop collaborative quarterly business plans with the external marketing team to assist them in the development of specific territories
• Utilize marketing templates to create marketing pieces and presentations for your team

Skills

Qualifications

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