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Internal Wholesaler
4 months ago
Overview:
The Sales Consultant provides outstanding customer service to our external life agents across the US. Technical support activities include illustration and application assistance. Sales support activities including basic product information, supporting marketing campaigns, presenting product and program changes, production information, and technical computer application assistance. The position reports to the Sales Support Team (SST) Manager and supports all efforts relating to the SST function.
Responsibilities:- Field incoming calls from AAA Life agents across the country.
- Get results and raise awareness of AAA Lifes products.
- Develop a deep understanding of the sales process, the life insurance industry and best practices in field sales.
- Support broader corporate initiatives; participate in special projects and other duties as assigned
- Detail each call and correspondence and identify trends in field feedback.
- Assist field agents with password resets and level 1 technical inquiries.
- Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.
- Ensure that all support is in compliance with Company policy and state insurance department rules and regulations. Assists in implementing and enforces market conduct standards.
- Work with Hybrid Wholesalers to generate new business and increase Agent Sold sales.
- 1-2 years Life Insurance experience required. (sales experience or strong life insurance sales support and training)
- 2 year College Degree in Finance, Business or Economics
- Knowledge of life and annuity sales preferred
- Active life insurance license required
- Proficient in Microsoft Word, PowerPoint and Excel
- Strong communication skills verbal and written
- Ability to provide strong customer service
- Possesses some technology knowledge of insurance system applications and data
- Willingness to work extended hours and weekends, if required
- Ability to optimally function in a fast-paced team environment
- Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities.
WHAT WE OFFER:
- A collaborative, energetic work environment where you can put your passion for people to work
- Medical, Dental, Vision, Life and Disability coverage available day one
- Pension Plan
- Performance-based incentive plan
- 401k available with a Company match
- Holidays and Paid Time Off
- AAA Basic Membership
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