Annuity Wholesaler

Job Summary:

An Annuity Wholesaler’s primary responsibilities are: (1) to acquire new annuity writing agents to ECA through warm and cold calling initiatives, and (2) to increase premium production of newly recruited agents.

Specific Job Duties include:

• Make pro-active outbound telephone calls to recruit new agents.
• Field inbound calls from agents not currently appointed with ECA.
• Provide detailed information and positioning of ECA and its product and carrier offering to the individual agents and agent groups.
• Profile and identify potential annuity agent candidates.
• Promote continuous marketing drip campaign initiatives related to new carriers, products and sales ideas.
• Research, resolution and communication liaison related to agent appointment paperwork and newly submitted annuity contracts.
• Proactively promote carrier and ECA sponsored events such as road shows, seminars, webcasts and contests, conference calls, incentive programs and producer trips.
• Provide agents with and follow up on illustration requests.
• Work with the ECA Communications Department to service all ECA agents in a professional manner by taking overflow agent calls.
• Follow up on internal leads generated through advertising media and telemarketing programs.
• Provide superior service, customer satisfaction and at all times serve as an ambassador of ECA.
• Introduce agents to ECA’s value-added programs and their benefits.

REQUIRED SKILLS OR EXPERIENCE:

Successful Candidates will possess:

• Ability to communicate clearly, effectively, and professionally with producers and internal departments.
• Ability to follow up aggressively on open items but with partnership perspectives.
• Must be detailed- oriented with high energy and creativity.
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Self-learner, able to find answers on your own
• Possess excellent oral and written communication skills.
• Good inter-personal skills, ability to learn quickly, and adapt to a fast-changing market.

This job description is intended to explain the general nature and level of work being performed by employees assigned to this job title and classification. The description is not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.