Internal Wholesaler – Annuities – Credit Union Channel

Internal Wholesaler – Annuities – Credit Union Channel

Requirements

• Bachelor’s degree in Business, Finance or equivalent trade off in professional work experience.
• 3-5 years of sales, marketing or customer service experience.
• Strong knowledge of investment and/or insurance products.
• Life and Variable insurance licenses and FINRA Securities Industry Essentials Examination, Series 6 and 63 required or obtained within 90 days of hire.
• Strong oral and written communication skills.
• Exercise sound judgment and solid decision making for allocating company resources for business development.
• Highly motivated and able to work independently and perform under pressure.
• Ability and desire to spend significant portion of job developing relationships over the phone.
• Excellent interpersonal skills and ability to work in a team environment.
• Working knowledge of office automation tools; experience with contact management tools a plus.

Responsibilities

• Continuously build, maintain and enhance positive business relationships with investment advisors offering MEMBERS® Annuities products, serving as a resource for sales support for an assigned distribution channel and/or territory.
• Provide outbound telephone support; including advising on the availability and appropriate use of MEMBERS® Annuities products, literature and sales tools.
• Help develop and share ideas with investment advisors that increases sales; train on new product releases and enhancements; communicate economic and industry data relevant to the use of products; help develop recognition programs and ensure their effective administration.
• Document field contact through established contact management tools, utilizing contact data to enhance the level of field support and improve decision-making.
• Provide inbound telephone support, including answering product questions; following up on requests for information and proposals; delivering training; and providing timely responses to problems encountered in the field.
• Serve as a troubleshooter and problem solver for reps on product and process issues and maintain a strong knowledge of available corporate resources, referring reps to appropriate areas as necessary to ensure problem resolution.
• As needed, provide marketing support for reps through periodic participation in field schools, training meetings, and sales conventions.
• Help design and deliver product training sessions and marketing presentations; participate in product marketing booths at conventions or trade shows; and demonstrate product sales tools and concepts at meetings.
• Provide proactive sales and marketing support to one or more Regional Vice Presidents and/or product marketers.
• Maintain and build strong product knowledge, including any related economic, industry and competitor’s information.

Preferred Qualifications

• Sales experience in the financial services industry and/or experience dealing with field representatives preferred.