Homeoffice Divisional Sales Manager, Eagle Life bei American Equity

Eagle Life Insurance Company®, a wholly owned subsidiary of American Equity Investment Life Insurance Company®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions while applying a business approach that sets us apart. In an industry built on trust and relationships, we believe it is the people that make a company and our people are significant to our growth and the key to our success.

Eagle Life has job opportunities to take your career to the next level while offering excellent benefits, community and employee engagement, and educational advancement in the insurance industry. We are looking for high energy individuals aspiring and ready to extend their reach with a company that is innovative, inclusive and making a lasting impact. Join a team where you are appreciated and valued, work-life balance is top priority and company culture is not just talked about but is something that’s expressed in our daily work environment.

Apply today to be a part of our success and Soar Higher®!

GENERAL PURPOSE OF THE JOB:   

Responsibilities include supervision of External Wholesalers and outreach toward potential sources of new business for Eagle Life Insurance Company.  This includes recruitment of wholesalers, broker dealers, and representatives; training of wholesalers, broker dealers, and representatives; effectively communicating with internal and external customers regarding the ongoing marketing efforts and services to broker dealers and representatives.  Also included; research of current economic environment trends, monitor competition’s marketing strategies, and travel to various events with possible public speaking.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

• Directs a staff of external wholesalers, including responsibility for hiring, training and performance coaching, and management; completes in person field travel with External Wholesalers to provide training and coaching.
• Maintains accountability for sales goal achievement, including but not limited to respective objectives and key results and/or achievements.
• Meets regularly with External Wholesalers to review business plan execution, acquisition/retention activity and sales results.
• Reviews wholesaler performance compared to goals, productions and training needs.
• Maintains relationships with wholesalers, broker dealers, and representatives.
• Resolves escalated calls/issues when necessary.
• Collaboration with internal partners including sales desk, marketing, national accounts and data enablement to increase wholesaler efficiency.
• Maintains an awareness of market behavior and competitive trends in fixed indexed annuity market to anticipate changing customer needs; proactively manage customer base.
• Incentive program creation and execution
• Handles administrative work such as: travel planning and appointment setting
• Develops and provides reporting and data (includes expense and regular weekly reporting).
• Performs other duties as assigned.

PREFERRED EXPERIENCE:  

• Deep relationships with enterprise leaders and centers of influence in independent broker dealers.
• Relationships on the West Coast in major warehouses and money center banks.

SUPERVISORY RESPONSIBILITIES:

Direct Reports: 10-14 employees

General Description of Indirect Reports (2 and 3-downs): None

EDUCATION AND/OR EXPERIENCE:  

Bachelor’s degree (B.A.) from four-year college or university in business administration, marketing or related field of study; or four or more years of related experience and/or training; or equivalent combination of education and experience.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

• State Insurance License
• Series 6 (series 7 preferred)
• Series 26 (preferred)

KNOWLEDGE, SKILLS AND ABILITIES:   

• Strong customer service orientation.
• Effective verbal and written communication skills.
• Mathematical skills and strong attention to detail.
• Ability to work cooperatively and successfully with employees, customers, and other outside third parties.
• Strong organizational and planning skills.
• Proficient in the use of Microsoft Office Suite.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions.
• Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
• 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.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.

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