Internal Wholesaler - LTC

Posted Yesterday
Be an Early Applicant
2 Locations
Remote
Junior
Insurance
The Role
Support and drive insurance sales by building relationships with producers, recruiting and developing agents, running complex illustrations, leveraging company resources, and managing the sales process to meet revenue goals.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.
  • Maintain and grow team sales goal in coordination with sales resources
  • Proactive calling to all assigned agents to build territory
  • Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
  • Partner with sales resources in all aspects of producer development.
  • Be able to call on lower producing agents in a sales capacity.
  • Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.
  • Develop expert knowledge of products, carriers, and Crump resources.
  • Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions
  • Effectively utilize company client management system to manage sales process

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Effective interpersonal and written communication skills
  • 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
  • Experience with PCs in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training and work-related experience
  • Excellent telephone etiquette skills
  • Ability to display maturity, competitiveness, and a good work ethic
  • Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes
  • Possess basic knowledge of insurance underwriting
  • Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Preferred Qualifications:

  • Series 6 and State Insurance Licenses
  • Understanding of sales concepts, illustrations, and the underwriting process

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Effective interpersonal and written communication skills
  • Provide excellent customer service to internal and external customers
  • Effective time management and ability to prioritize multiple tasks
  • Ability to work independently and in a team environment; self-directed
  • Experience with PCs in a Windows environment
  • Demonstrated proficiency in Microsoft Office applications
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training, and work-related experience
  • Excellent telephone etiquette skills
  • Maturity, competitiveness, and strong work ethic
  • Demonstrated knowledge of the insurance industry, life and related insurance products and sales processes
  • Basic knowledge of insurance underwriting
  • Two years of work experience in the life insurance industry, including one year in a sales support role
  • Series 6 and State Insurance Licenses
  • Understanding of sales concepts, illustrations, and the underwriting process

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers. For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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