Internal Wholesaler
EquiTrust Life Insurance Company
About Us EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. Position Summary The Internal Wholesaler is responsible for helping to drive sales by providing the Regional Vice President(s), Assistant Vice President, Sales, and the Vice President of Sales and Marketing, assigned core distribution partners, marketers, and top producers, with pro‑active, high‑end sales support. This position will also be key in analyzing marketplace intelligence relating to competitive products, programs, and systems in an effort to promote EquiTrust products and drive the achievement of annual company sales goals. This individual will be responsible for supporting, developing and implementing Sales and Marketing strategies to promote and increase the sales of EquiTrust products. What You’ll Do Partner with the Regional Vice President’s (RVP) to identify and develop relationships with distribution including marketers and independent agents to attain or exceed company goals. In partnership with Sales management and RVP’s, develop sales goals and marketing plans to grow sales, market share and increase visibility for EquiTrust. Conduct proactive telephone sales presentations to independent producers and marketers to highlight EquiTrust products and value proposition. Create talking points and agendas to utilize along with key selling points. Perform extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach. Support the Sales Desk team on an as‑needed basis with both inbound and outbound phone coverage as carryover or due to increases in phone volume from other company initiatives. Proactively seek and support the development of new initiatives to enhance EquiTrust’s success and market presence. Assist the RVP’s as an internal liaison to provide assistance with administrative escalations to resolve issues. Respond to and resolve requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel at all times. Attend and participate in strategic partner meetings, sponsorships, and conferences as needed. Support the Sales and Marketing team and/or other departments on an as‑needed basis. Willingly take on additional responsibilities as requested to accomplish department and company objectives. What You’ll Bring We are looking for an individual who meets the following qualifications. Education Bachelor’s Degree or equivalent education or life and annuity industry experience required. Experience Degreed Professionals: 4 years of life and annuity experience required. 4 years sales or wholesaling experience required. Non‑Degreed Professionals: 6 years of life and annuity experience required. 6 years sales or wholesaling experience required. Knowledge, Skills, and Abilities Effective communication and presentation skills, both verbal and written. Demonstrates the ability to proactively identify and solve problems and issues of all types. Ability to establish positive relationships and work effectively with all departments and affiliates to ensure integration of strategic goals and principles. Demonstrates thorough, in‑depth knowledge of company products, practices and procedures. Capability to utilize technology to work more efficiently, more productively and as an auditing tool. Ability to interact with all levels of internal and external resources, vendors as well as other departments. Strong problem‑solving abilities. Where You’ll Work West Des Moines, IA Office Location: Moderate travel (10 – 20% of the time). Expected Travel: Travel not likely/required. Total Rewards Medical, Dental & Vision coverage 401(k) with Company Match Paid time off: Vacation, Sick, Holiday, and more Paid Parental Leave for both Mothers and Fathers Hybrid/Remote Work Options Early Friday Closure EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. #J-18808-Ljbffr EquiTrust Life Insurance Company
$58.9k - $79.8k
...About the Job In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing... ...data, identifying new opportunities, and supporting external wholesalers with territory management. Initiate and follow up on sales...SuggestedTemporary workWork at officeRemote workVisa sponsorshipFlexible hoursNight shift- ...expressed in our daily work environment. Apply today to be a part of our success and Soar Higher®! General Purpose Of The Job The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory...SuggestedWork at officeFlexible hours
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$58.9k - $79.8k
The West Des Moines Chamber of Commerce is seeking a Sales Support Specialist to assist with internal sales efforts for Principal Securities. This hybrid role involves developing sales plans, initiating relationships with financial professionals, and providing product...Flexible hours- ...inclusive and dynamic work environment at our various locations.**Purpose:**The Director of Internal Sales is responsible for leading and developing a team of Internal Wholesalers within the IMO channel. This role oversees daily sales activities, drives business growth,...Work at officeLocal area
$48.45k - $65.5k
...engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities and providing follow up We take pride in being a purpose-led firm,...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hours$48.45k - $65.5k
...engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETFs, 529s, internal funds, etc. Learn to identify new sales opportunities and provide follow up We take pride in being a purpose‑led firm, motivated...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hours- A financial services company in Des Moines, IA, seeks an Internal Wholesaler to educate Financial Advisors on annuity products. The role involves sales call initiatives, territory business planning with the RVP, and cultivating relationships with Financial Institutions....
$70k
...projects as necessary. What We’re Looking For Bachelor’s Degree and/or 5+ years sales experience in the financial services industry (internal, external or a combination) - required. Ability to work independently and communicate clearly and concisely with effective...$58.9k - $79.8k
What You'll Do: In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and... ...data, identifying new opportunities, and supporting external wholesalers with territory management. ~ Initiate and follow up on sales...Full timeTemporary workWork experience placementH1bWork at officeRemote workWork from homeVisa sponsorshipFlexible hoursNight shift- A financial services company in West Des Moines seeks a candidate to recruit and train Investment Advisor Representatives and insurance producers. Responsibilities include achieving sales goals, building relationships with prospects, and facilitating onboarding processes...
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- Johnson Brothers Liquor Company seeks a Sales Consultant in Johnston, IA, to grow a customer base and manage territories. The role focuses on B2B sales requiring strong communication, relationship-building skills, and prior sales experience in the wine and spirits industry...Full timeFlexible hoursWeekend workAfternoon shift
$109.9k - $125.4k
...rules and regulations, coordinating certification and supporting participants through the semi-annual release process Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and...Full timeContract workPart timeLocal areaRemote work
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