Insurance Wholesaler - Annuities

Job Description Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE. Position Highlights Location: 8420 W Dodge Rd, Omaha, NE 68114 (in office Monday‑Friday) Hours: 7:30‑4:30 Monday‑Thursday, 7:30‑2:00 Friday. Compensation: base + incentive. Summary Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. Essential Duties and Responsibilities Agent Support Functions: promote the company’s product portfolio by being proficient within product area assignment 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 them to produce at the highest level possible; assist agents with issues including recruitment kits for carriers, training, contracting, certification, and 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. Exceptions may be allowed under specific circumstances and requests after approval by a marketing supervisor. 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 lead collection, debit balances, MGA reports, lead distribution, incomplete contracts, certification process, moving agents and agencies into production, conduct webinars and display/introduce SMS technology tools. Special Projects: collaborate with staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; assist with special projects/assignments as requested by management. Perform other duties as assigned by management. Qualifications – Education / Experience Bachelor’s Degree in marketing or a related field. High School Diploma or GED. Three (3) or more years of general insurance industry or related field experience (financial services, marketing, web‑based business, B2B customer service or call center). Life/Health Insurance license. Skills Working knowledge of insurance services industries and current knowledge of product lines assigned to the marketer. Knowledge of general industry procedures, practices and terminology. Skill in working effectively with inbound and outbound callers/customers. Skill in negotiating and problem‑solving to resolve internal and external conflicts. Proficient computer skills (Microsoft Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook). Ability to approach and communicate with a wide range of personalities professionally and courteously. Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests. Ability to maintain all company policies, including confidentiality and safety policies. Ability to be a self‑starter, motivated and accomplish goals and tasks within a given time frame. #J-18808-Ljbffr Senior Market Sales