Job Description
Job Summary
The Hybrid Wholesaler is responsible for achieving sales results by supporting a defined group of targeted independent agents and IMO partners. This channel-aligned role focuses on deepening engagement with key partners by providing high-touch virtual/phone activities and strategic sales guidance, complemented by effective in-person visits and events.
Success in this role requires a balance in supporting National Accounts Manager(s) as well as management of individual relationships and contacts to grow sales. Activities include home office functions of account management (reporting, content creation, field and internal communication, virtual sales trainings, case support, CRM activity tracking, etc) as well as enterprising activities (self-directed in alignment with channel and account leaders) which effectively identify high-potential opportunities for delivery of sales support, marketing campaigns and case consultation.
Description
- Support the growth of sales by efficiently managing high-volume phone, email and virtual inquiries in tandem with targeted in-field opportunities.
- Partner with National Account VPs and National Account Managers to assist in new account onboarding, business development and account management.
- On an ongoing basis, profile and document agent/account approach, strategies, trends, production, etc.
- In person sales activities include: individual agent meetings, marketing meetings, training seminars, boot camps, agent conferences, back office training meetings, joint phone calls or appointments. You must have a willingness to host webinars and attend conference and meetings on weekends and evenings.
- Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures including: commission & contracting systems/processes, Salesforce, illustration software, relationships with TPAs, operations, and other F&G departments.
- Train agents and marketers on F&G illustration software, e-App tools and agent website; troubleshoot and/or report system issues.
- Maintain strong knowledge of life insurance industry and competitive landscape; Provide feedback to leadership on industry trends including threats and opportunities
- Build and maintain strong relationships with a designated target producers and key account-affiliated advisors; Serve as the primary wholesaler for assigned accounts, delivering consistent, personalized service and support.
- Assist in creation and distribution of marketing materials including PowerPoint presentations, sales concepts and agent collateral.
- Host webinars, small-group trainings, and one-on-one virtual and in-person sessions to educate agents on product positioning, underwriting, and sales strategies to drive business objectives and maximize placement.
- Complete additional tasks as assigned by leaders and external sales partners.
Knowledge, Skills & Abilities
- Highly knowledgeable regarding annuity or life insurance marketplace, annuity products and IMO distribution
- Ability to build mutually beneficial external and internal relationships
- Superior communication skills - oral, written and interpersonal skills are critical; Maintain professionalism in communication and conduct
- Appropriate management of travel budget to maximize results on investment
- Positive, creative and collaborative approach to challenges and tasks
- Drive to deliver results through extraordinary service quality and accountability
- Expert in manipulating illustration software and technologically proficient and knowledgeable in sales support tools
- Self-motivated with excellent critical thinking skills and the ability to work autonomously as a part of a high-performing team
- Advanced knowledge of MS Office, Word, Excel and Power Point required
- Salesforce CRM proficiency required; Ability to accurately and consistently document activities
- Effective and articulate presenter and trainer, virtually and in-person
Education Level
Bachelor’s Degree
Years of Experience
- 5+ year of relevant experience in insurance sales, wholesaling, account management or financial services marketing
- Demonstrated success in sales, relationship management and/or marketing functions
- Combination of education and experience considered in lieu of degree.
Other Requirements
- This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
Ability to Travel up to: 30% of the time.
#LI-MB1 #LI-Remote
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 [email protected].
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.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
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