Activity will be through F&Gs IMO distribution channel, primarily independent sales channel of Financial Advisors & Independent Marketing Organizations.
This position while responsible for strengthening existing advisor relationships and developing newer advisor relationships will provide pro-active and high-end support to the National Sales VP, Annuity Distribution. This position will be expected to be a significant and highly personalized resource to many advisors in a geographic territory.
This position is expected to travel to existing relationships and foster new ones. In collaboration with the National Sales VP, National Accounts VPs, National Account Managers, & Senior Internal Wholesalers this position will develop and work toward a territory sales plan and will be expected to meet or exceed the plan.
This position is expected to master F&Gs's products and have a working knowledge of competitor's products in order to compare and contrast features and benefits. This position will also be expected to master F&Gs programs and resources to bring additional value to advisor relationships. This position produces meaningful and actionable sales reports using existing systems and resources.
This position reports directly to the National Sales VP, Annuity Distribution.
Duties and Responsibilities
Demonstrate thorough and in-depth knowledge of company products, practices, programs, and resources, as well as competitive landscape.
Maintain successful business relationships with advisors through frequent communication and visitation.
Attend in person sales activities which includes, but is not limited to: advisor/producer meetings, training seminars, agent conferences, back office training meetings, and/or appointments. In person sales activities to be complimented by proactive targeted sales campaigns, phone calls, and virtual meetings.
Utilize company reporting and collaborate with sales team members to direct sales activity.
Communicate key information to stakeholders as necessary to drive further sales engagement.
Manage and prioritize competing activity requests across territory to drive annuity sales.
Document activity and provide activity reports to sales leadership as needed.
Manage travel and entertainment expenses. Complete accurate expense reports in a timely manner and identify areas for efficiencies. Expenses must be reasonable and within guidelines established by management.
Contribute to and participate in various team calls and meetings focused on sales concepts, marketing, best practices, and professional development.
Maintain F&Gs strong culture of accountability and collaboration.
Experience and Education Requirements
Bachelor's degree, Business or Marketing preferred, or industry equivalent experience.
Industry recognized designation preferred such as CLU, ChFC or CFP.
3+ years of wholesaling experience preferred.
Demonstrated success in sales and/or marketing functions.
Knowledge, Skills & Abilities
Demonstrated ability to work independently and within a collaborative home office environment.
Expert knowledgeand proficiency (or the ability to develop) in company applications including but not limited to Salesforce, illustration software, MS Teams, and PowerPoint.
Excellent verbal and written communication skills
Excellent presentation skills
Strong time management, organization and follow up skills
Insurance industry and/or Securities knowledge
Ability to foster effective working relationships within the organization
Coachable mindset
Strong PC skills
Other Requirements
Perform other functions, duties and projects as assigned
Regular and punctual attendance
Approximately 50% travel is required
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Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 - 2023
2Des Moines Register Top Workplaces 2018 - 2022
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