🕒 4 days ago
Guide customers with significant unsecured debt through personalized debt-resolution options, using empathetic, consultative financial conversations to build trust, manage opportunities, and drive enrollment decisions.
Internal Wholesaler, Annuity
🕒 27 days ago
Annuity ProductsAnnuity Sales SupportCase DesignCompetitive Positioning
📜 Description
- Manage high-volume inbound phone and email inquiries from agents and marketers.
- Coordinate proactive sales initiatives and outbound campaigns aligned with annuity sales objectives.
- Identify sales opportunities and share them with Senior Internal Wholesalers and Regional Directors.
- Support agents and marketers with contracting, commissions, new business, and policyholder inquiries.
- Train users on illustration software and agent websites; troubleshoot or report system issues.
- Maintain knowledge of F&G products, annuity practices, and the competitive landscape.
🛠️ Requirements
- General knowledge on economics and financial planning
- Ability to build solid external and internal relationships
- Operate with an appropriate sense of urgency
- Positive, collaborative approach to challenges and tasks
- Drive to deliver results through extraordinary service quality and accountability
- Strong communication skills - oral, written and interpersonal communication skills are critical
- Self-reliant multi-tasking and problem-solving capabilities
- Advanced knowledge of MS Office, Word, Excel and Power Point required
- Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred
- 3+ year of relevant experience
Full job description
Job Summary
The Internal Wholesaler, Annuity Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Annuity Distribution will deliver outbound call and email campaigns as needed to promote F&G Annuity products and programs to drive Annuity sales objectives.
This position will report to the Manager, Internal Sales and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team.
Duties & Responsibilities
- Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers
- Initiate proactive sales initiatives in coordination with Annuity Sales objectives
- Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
- Identify and communicate new sales opportunities to Senior Internal Wholesalers and Regional Directors
- Provide cross-organizational support to agents and marketers including inquires related to contracting and commissions, new business and policyholder support
- Train agents and marketers on F&G illustration software and agent website use; troubleshoot and/or report system issues
- Maintain strong knowledge of annuity insurance industry and competitive landscape
Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.
Knowledge, Skills & Abilities
- General knowledge on economics and financial planning
- Ability to build solid external and internal relationships
- Operate with an appropriate sense of urgency
- Positive, collaborative approach to challenges and tasks
- Drive to deliver results through extraordinary service quality and accountability
- Strong communication skills - oral, written and interpersonal communication skills are critical
- Self-reliant multi-tasking and problem-solving capabilities
- Advanced knowledge of MS Office, Word, Excel and Power Point required
- Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred
Minimum Qualifications
Education Level
High School Diploma or GED
Years of Experience
3+ year of relevant experience
Professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.
Preferred Qualifications
Education Level
Bachelor's Degree - Business or related field
Years of Experience
1+ year of relevant experience
- Knowledgeable regarding the annuity insurance marketplace, products and IMO distribution
- Annuity product sales support experience
License/Certification
Life and annuity license
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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