Internal Wholesaler - Financial Institutions

EquiTrust
West Des Moines, IA
Job Description
The Internal Wholesaler is responsible for helping to drive sales in the financial institution channel, partnering with the Regional Vice President. The role features a high degree of proactive outreach, including webinars and phone calls to identify sales opportunities in the territory.

Requirements

  • Partners with the Regional Vice President (RVP) to identify and develop relationships with financial professionals to attain or exceed company goals.
  • Assists in the development of territory business plans.
  • Conducts proactive telephone sales presentations and regularly delivers webinar presentations highlighting EquiTrust products and solutions.
  • Leverages technology tools including Salesforce to identify, develop, and track selling opportunities.
  • Supports the sales desk on an as-needed basis with both inbound and outbound phone coverage as carryover or due to increases in volume from company initiatives.
  • Assists the RVP as an internal liaison to provide assistance with administration escalations to provide support and resolve issues.
  • Responds to and resolves requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel.
  • Attends and participates in various strategic partner meetings, sponsorships, and conferences, as needed.
  • Supports the Sales and Marketing team and/or other departments on an as-needed basis.
  • Willingly takes on additional responsibilities as requested to accomplish department and Company objectives.

Benefits

  • Medical, Dental & Vision coverage
  • 401(k) with Company Match
  • Paid time off: Vacation, Sick, Holiday, and more
  • Paid Parental Leave for both Mothers and Fathers
  • Hybrid/Remote Work Options
  • Early Friday Closure
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