Annuity Specialist
ams financial solutions groupDenver (CO)
Annuity Specialist
Posted today
ams financial solutions groupDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages
SENIORITY
Junior
About the role
The Annuity Internal Sales Specialist works productively together with the AMS internal and external wholesalers, Regional Vice Presidents, and Business Relationship Managers to effectively service and support AMS business. Assist wholesalers in developing new business opportunities while fostering existing relationships to better service client needs and drive business results.
Responsibilities:
- Answer incoming sales desk calls from clients, agents and their staff, and provide prompt, accurate responses to inquiries
- Assists Internal Wholesaler to research, create, and assemble product information and illustrations
- Compile appropriate and accurate illustrations based on the discussion with the wholesaler and knowledge of the competitive insurance environment. Ensure all illustrations are quality checked prior to sending
- Provide sales support tools as well as sales and marketing ideas on AMS’s product offerings to wholesales, agents, and clients
- Deliver dedicated sales support and service through proactive engagement
- Demonstrate excellent listening skills to better assess a wholesalers needs and determine the type of sales support necessary to accomplish the objective and add value to the products
- Handle special projects as assigned Qualifications 1+ year experience within the annuity/life insurance industry preferred
Excellent interpersonal skills, initiative, dependability, and a high level of motivation.
Excellent organizational skills
Strong written and verbal communication skills.
Ability to multitask and handle multiple responsibilities.
Proficient with Microsoft Office
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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