Internal Wholesaler, Eagle Life

General Purpose Of The Job

The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products. The incumbent manages sales territory in conjunction with external partner based on the requirements established by Eagle Life.

Essential Duties And Responsibilities

• Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products.
• In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL.
• Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations.
• Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition.
• Creates talking points and agendas to utilize along with key selling points.
• Applies knowledge of each Advisor’s practice and the firm to develop and provide optimal strategies.
• Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products.
• Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business.
• Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
• Applies product expertise to efficiently win and effectively execute opportunities.
• Manages time and productivity, creates operating efficiencies, leverages existing systems.
• Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness.
• Consistently expands the producer base by engaging both new producers and fallen angels.
• Safeguards consistent movement of opportunities through the sales process as measured by advisor commitments.
• Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.
• Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
• Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
• Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution.
• Communicates resolution to the financial advisors.
• Generates ideas and helps create content of emails and messaging to financial advisors.
• Actively stays current on investment strategies and trends in the financial industry.

Supervisory Responsibilities

NA
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None

Education And Experience

• Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience.
• Prior sales support or customer service experience in a sales environment beneficial.
• Financial services sales experience preferred.

Certificates, Licenses, Professional Designations

• Current Life & Health Insurance License preferred.
• If not currently licensed, ability to obtain within 45 days of employment is required.
• Able to obtain additional licenses in the future, if necessary.

Knowledge, Skills And Abilities

• Excellent presentation skills and public speaking skills.
• Strong interpersonal and relationship building skills to allow for collaborative work effort.
• Demonstrated success in developing and executing sales plans.
• Knowledge of retirement products.
• Ability to interact with all levels of internal and external resources, vendors as well as other departments.
• Strong problem-solving abilities.
• Professional maturity to effectively interface with financial advisors.
• Strong organizational skills with ability to multi task and manage territory.
• Strong customer service orientation.
• Effective verbal and written communication skills.
• Mathematical skills and strong attention to detail.
• Proficient in the use of Microsoft Office Suite.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions.
• Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
• Requires ability to travel 5% of the time at most.
• Ability to maintain valid driver’s license.