To manage sales growth and relationships with assigned Agency Sales distribution partners and their producers by providing sales and training support, product knowledge and information about business operational procedures. This role combines the skill sets of a National Account Manager and External Wholesaler.
+ Drive sales to meet Gerber Life's Agency Sales overall goals through assigned accounts while keeping in compliance with Gerber Life's regulations and the specific rules of engagement for the assigned accounts
+ Position Gerber Life with the GA's and their agents of the assigned accounts as the leading provider of life and health (annuity) products
+ Indentify market and sales purchase trends that favorably impact Gerber Life overall and within the GAs and accounts
+ Launch new products, operational efficiencies and sales tools within GA accounts
+ Manage support for agency distribution partners and their agents to help achieve sales and profit goals
+ Manage frontline inquires from GAs regarding products, sales ideas and operational issues
+ Provide training to distribution partners (train the trainer) and their producers
+ Proactive communications with GAs, keeping them up to date on products, provide information, sales ideas and sales tools
+ Make sales calls, including face-to-face, on a daily basis to GAs to highlight product attributes, Gerber Life's value proposition, uncover prospective sales activity within their agent base and encourage them to promote Gerber Life to their downline firms and agents
+ Track and report, on regular basis, sales activities by MGA and their downline distribution partners
+ Adhoc reporting for MGAs and GA
+ Direct the implementation and onboarding of assigned new GA distribution partners
+ Represent Gerber Life at GA sales meetings and conferences
+ 5+ years' experience working with GAs and their agents to market and sell life, health and/or annuity products. Experience can come from home office, insurance agency or insurance distribution positions.
+ Solid understanding of life insurance products and the life insurance industry
+ Strong analytical skills
+ Proven relationship skills in the MGA/IMO/FMO marketplace
+ Innovative, quick and thorough in problem solving
+ Must be able to manage projects and timelines
+ Proven ability to organize, prioritize and deliver on multiple priorities
+ Superior presentation and listening skills
+ Excellent verbal and written communication skills
+ Must be persuasive when presenting in person, on webinars and over the phone
+ Proven record of success with agent webinars
+ Must be an influencer
+ Ability to be agent focused and possess superior customer service skills within the constraints of Gerber Life's operational model
+ Independent self-starter with the proven ability to work effectively and efficiently from home
Work Setting:
+ This position works in an office setting or remotely and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
+ Position requires substantial movement of wrist, hands and fingers for continuous computer work.
Educational Requirements:
+ Bachelor's Degree
Computer Skills and Knowledge of Hardware & Software Required:
+ Proficient at Excel, Word, PowerPoint, Outlook and Salesforce
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
+ CLU and/or ChFC considered a plus
+ Life and Health Insurance License
Position Demands:
+ Working from home in a quiet, professional setting
+ Working hours may be extended based on account needs
+ Travel required sometimes including weekends
Requisition ID: 2023-19408
External Company Name: Western & Southern Financial Group
Street: 8484 WOODBRIAR DRIVE
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