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Annuity Sales Support Consultant

4 months ago


Urbandale IA, United States Brokers International Financial Services Full time

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

Under the leadership of President Mark Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner. 

BI’s culture is one of inclusion and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Primary Responsibilities:  

  • Handle outbound and inbound sales requests to existing agents and their staff by telephone and e-mail. Provide sales support and case consultation to agents regarding potential sales opportunities. Maintain and update agent information in company database.
  • Assist agents throughout the sales cycle until they are paid including help with licensing, contracting and new business assistance.
  • Maintain contact with agents/staff through outbound follow up calls on product quotes, illustrations, and materials sent to agents/staff. May assist with outbound calls to promote Brokers International’s value proposition.

Primary Skills & Requirements:   

  • Bachelor's degree (B.A.) from a four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience.
  • Prior industry experience is preferred. Must have one year of phone sales experience.
  • Iowa Insurance license required within 90 days.
  • Excellent verbal and written skills
  • Self-starter
  • Ability to work independently and within a team environment
  • Strong ability to learn rapidly and adapt quickly to changing situations
  • Must be able to handle customer interactions with confidence and tact
  • Effectively use methods to accomplish more in less time
  • Ability to prioritize
  • Strong listening skills

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Sales, Keywords:Sales Support Specialist, Location:Urbandale, IA-50322