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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Ability to communicate clearly, effectively, and professionally
- Ability to follow up aggressively on open items
- Detail-oriented with high energy and creativity
- Excellent customer service skills
- Effective time management skills
- Ability to prioritize multiple tasks
- Capable of working independently and in a team
- Self-learner and resourceful
- Excellent oral and written communication skills
- Good inter-personal skills and adaptability
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
