Internal Wholesaler
F&G
Summary
Join Fidelity & Guaranty (F&G), a Fortune 500 company, and become an Internal Wholesaler, Annuity Distribution. You will provide exceptional phone and web-based support to agents and marketers, addressing case design, product inquiries, and competitive positioning. Responsibilities include managing high-volume inbound inquiries, initiating proactive sales initiatives, and training agents on F&G software. This role requires a Bachelor's degree, 3-5 years of relevant experience, and strong communication skills. F&G offers a flexible work environment with options for in-office, hybrid, or remote work arrangements. The position reports to the Director, Internal Sales, Annuity Distribution and involves collaboration with other team members.
Requirements
- Bachelorβs Degree in business or related field
- 3-5 years of 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
- Advanced knowledge of MS Office, Word, Excel and Power Point required
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
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
Preferred Qualifications
- Annuity product sales support experience preferred
- Knowledgeable regarding the annuity insurance marketplace, products and IMO distribution preferred, not required
- Life and annuity license preferred
- Salesforce CRM experience preferred
Benefits
Ability for in-office, hybrid and remote work arrangements