Life Insurance Wholesaler

Internal Wholesaler

American Equity Investment Life Insurance Company is a leading provider of annuity solutions designed to help clients protect and grow retirement income. Part of Brookfield Wealth Solutions, we partner with more than 40,000 financial professionals and help fund over half a million retirements nationwide. Recognized by Newsweek as one of America's Most Trustworthy Companies and named a Top Workplace in Iowa, American Equity fosters a collaborative and purpose-driven culture where employees are empowered to ignite their passion and help shape the future of financial services.

Headquartered in Des Moines, Iowa, with satellite offices in New York, NY, American Equity provides opportunities for employees to support work across the enterprise, including our sister company, American National, headquartered in Houston, Texas.

The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of American Equity Life (AEL) and American National annuity products. The incumbent manages sales territory in conjunction with the Regional Vice President based on the requirements established by American Equity. Work requires independent judgment and discretion in managing targeted relationships with business partners and driving sales.

Partners with Regional Vice President covering the same territory to identify and develop relationships with targeted Insurance Marketing Organizations (IMO) and independent insurance agents to successfully market and sell American Equity and American National annuity products.

In conjunction with Sales management and Regional Vice President, develops sales goals and marketing plans to grow sales, marketer share and increase visibility.

Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations.

Conducts proactive telephone sales presentations to external sales partners highlighting the AEL and American National products and values proposition. Uses agent and firm intelligence to pivot, cross-sell, and open new opportunities for American Equity and American National strategies and products.

Identifies and executes opportunities to use strategies to help external business partners grow their business.

and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.

Creates plans for presenting company products and offerings to support external business partners in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.

Executes consistent follow up with external business partners to advance the sales process and deepen relationships including; follow up sales calls, problem resolutions, thank you calls and providing illustrations and necessary paperwork.

This includes providing a high level of customer service and leveraging resources to make recommendations and guide selection of final resolution. Generates ideas and helps create content of emails and messaging to external business partners.

Trains in small and large group settings on American Equity products and value proposition through in-person and virtual meetings.

Periodically travels to business conference where small and large audience presentations may be required.

Bachelor's degree in Business, Marketing or other related field of study; Experience work in the life insurance industry and/or sales experience preferred.

Retirement Income Certified Professional (RICP) designation preferred.

Strong interpersonal and relationship building skills to allow for collaborative work effort.

Demonstrated success in developing and executing sales plans.

Knowledge of retirement products.

Professional maturity to effectively interface with financial advisors.

Strong customer service orientation.

Proficient in the use of Microsoft Office Suite.

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Must work cooperatively and successfully with employees, customers, and other outside third parties.

Requires ability to travel up to 10% at most.

At American Equity, our core values—Empowered, Passion, Integrity, and Caring—are more than words. They guide how we support one another and how we serve our clients every day.