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Alliant Insurance Services · 3 days ago

Insurance Wholesaler - Life Insurance

United States

Full-time

Remote

Mid Level

3+ years exp

Alliant Insurance is hiring an Insurance Wholesaler for their ASA Group office. This role involves recruiting new business and wholesaling life insurance, supporting brokers and driving distribution to increase company revenue and profit.

ConsultingFinancial ServicesInsurance

Responsibilities

Promote the company’s product portfolio by being proficient in product area assignments and familiar with all company products and services

Develop assigned marketing plans and provide service assistance to agents

Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products

Recruit, train, service, and assist agents to enable agents to produce at highest level possible

Assist agents with issues, including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email

Communicate with agents regularly regarding product information, rate changes and key agent benefits

Monitor compliance with program reporting rules and sales requirements

Provide technical support training, sales and marketing coaching

Identify and cultivate top producers; Identify problem agents; Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)

Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships

Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place

Update and maintain Contact Management System information in accordance with policies and procedures; Manage Team Roster; Update and maintain task list. Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools

Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management

Performs other duties as assigned by management

Qualification

Life/Health Insurance licenseInsurance industry knowledgeMarketing experienceCustomer service skillsCommunication skillsSelf-motivation

Required

Bachelor's Degree in marketing or a related field

High School Diploma or GED

Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience

Life/Health Insurance license

Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer

Knowledge of the general industry procedures, practices and terminology

Skill in working effectively with inbound and outbound callers/customers

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame