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Annuity Sales Support Specialist

2 months ago


Ames, Iowa, United States Brokers International Financial Services Full time
About Brokers International Financial Services

As a leading insurance marketing organization, Brokers International Financial Services is one of the largest and most experienced companies in the industry. We work tirelessly to help our business partners and their financial professionals build their businesses and serve their clients through innovative products, marketing, compliance, and operational support.

Under the leadership of President Mark Williams, BI Financial Services 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.

Our company 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.

Primary Responsibilities:

  • Provide sales support and case consultation to business partners regarding potential sales opportunities.
  • Assist business partners throughout the sales cycle until they are paid, including help with licensing, contracting, and new business assistance.
  • Maintain contact with business partners through follow-up calls on product quotes, illustrations, and materials sent to them.

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 business partners 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. We put our people first and 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.