Internal Wholesaler, Life Sales

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Job Overview

The Internal Wholesaler, Life Sales position at F&G, a division of Fidelity National Financial, Inc., plays a pivotal role in supporting agents and marketers in the life insurance sector. F&G has been a leading provider of annuity and life insurance products for nearly 60 years, focusing on ensuring comfort and security for Americans in retirement. The company fosters a collaborative, authentic, dynamic, and empowered culture, evident by their recognition as a Top Workplace in 2020.

Responsibilities

In this role, the Internal Wholesaler is responsible for:

• Providing top-tier phone and web-based support to agents and IMO marketers.
• Assisting with case design, addressing product questions, and competitive positioning.
• Delivering training on illustration software and promoting F&G Life products through outbound calls and email campaigns to drive life sales.
• Managing a high volume of inbound inquiries efficiently.
• Partnering with other team members to support National Account Managers and VPs.

This position involves proactive outreach initiatives to align with life sales objectives and the communication of new sales opportunities to the Senior Internal Wholesaler. A thorough knowledge of F&G’s products, practices, and the overall life insurance landscape is crucial for success.

Required Qualifications

Candidates should possess the following attributes:

• A Bachelor’s Degree in business or a related field.
• 3-5 years of experience in customer service, ideally within a call center environment supporting life insurance product sales.
• Familiarity with the life insurance marketplace and Intellectual Property Organization (IMO) distribution is preferred.
• A life and annuity license would also be advantageous.

Knowledge, Skills, and Abilities

For success in this job, the following skills are necessary:

• Strong foundational knowledge of economics and financial planning.
• Ability to forge and maintain solid relationships with both external clients and internal teams.
• Proven ability to operate under pressure and with a sense of urgency, demonstrating problem-solving and multitasking capabilities.
• Mastery of MS Office tools, including Excel, Word, and PowerPoint along with some technological proficiency in sales support systems and CRM applications such as Salesforce.
• Exceptional oral, written, and interpersonal communication skills.

Work Environment

F&G advocates for an employee-centric flexible environment, offering opportunities for in-office, hybrid, and remote work arrangements. Potential candidates will discuss their working environment with their leaders to tailor the best fit for their role. The role offers a fast-paced team atmosphere with minimal travel (less than 5%) and may involve performance assessments based on call volumes and sales support effectiveness.

Benefits and Opportunities

Joining F&G means not only becoming part of a respected company in the insurance industry but also gaining access to leadership pathways and professional development opportunities that align with personal growth. As a proud equal opportunity employer, F&G values diversity and inclusiveness within its workforce, known for empowering its team members and establishing a collaborative atmosphere.

F&G continues to uphold states of compliance with federal and state disability laws, ensuring reasonable accommodations are provided for candidates requiring assistance during the application and interview process.

Summary

The Internal Wholesaler, Life Sales at F&G offers an excellent opportunity for individuals with a passion for helping others through the life insurance sector while fostering collaboration and personal growth across teams. If you are enthusiastic about driving life sales, enjoy diverse working arrangements, and thrive in an engaging team environment, this role could be an ideal fit for you.

This job offer was originally published on himalayas.app