National Relationship Manager, IMO Channel

Overview

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Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why this Role Matters

The Annuity Sales Consultant generates sales revenue through the growth and implementation of sales marketing strategies, develops and maintains relationships with agents, brokers, sub-producers, wholesale brokers, and others who control this business in the marketplace. The role develops and maintains relationships to increase ongoing business from producers through education, assisting and communicating with independent agents and Independent Marketing Organizations ("IMO"). It develops new prospects and interacts with existing agents to increase sales of products and / or services. It analyzes and interprets competitors' products, promotions and point of sale pieces to gain a competitive advantage.

How You\'ll Contribute

• Achieves sales goals, premium volumes and revenue targets with a focus on business development by establishing rapport with and setting clear goals with IMOs and providing support to agents and IMOs to achieve those goals.
• Develops and implements strategic plans for increasing revenues and premium volume.
• Accurately answers agent and IMO questions regarding all products and clearly explains product features, advantages and benefits, including variances by state.
• Works with team to establish contact schedules and frequently meets with or calls out to agents and IMOs to facilitate individual and group meetings, training, promotional seminars, and other discussions. Prepares materials, demonstrations, illustrations and proposals for all activities.
• Educates agents on product availability, website features and benefits, e-apps and company requirements for in-good-order applications. Assists agents with matching client needs with appropriate product to assure suitability. Assists with the development of marketing campaigns, webinar topics, and hosts webinars as necessary.
• Recognizes, motivates and supports producer sales efforts and acts as liaison between producer and other internal departments.
• Make proactive calls-outs as part of marketing or product campaigns to communicate rates, sales ideas, generate leads, and schedule meetings.
• Collaborate on call campaigns to launch new products and identify new sales opportunities.
• Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution.
• Document activity in the CRM system (Salesforce) such as appointments, sales calls, follow-ups, call campaigns and sales opportunities.
• Productively work together and collaborate with other home office departments.
• Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products.
• Build and maintain strong product knowledge including any related economic, industry and competitor information and prepares routine sales / marketing reports.
• Other duties as assigned.

What We\'re Looking for

Benefits Highlights

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly have the ability to enroll in Group 1001's benefits package. Eligible employees (and their families) can participate in health, dental, and vision insurance; Basic and Supplemental Life Insurance; Short and Long-Term Disability. All employees have immediate access to the Company's Employee Assistance Program and wellness programs—no enrollment is required. Employees may participate in the Company\'s 401K plan, with company matching contributions.

Group 1001 and its affiliated companies are committed to a supportive work environment where employee differences are valued. Diversity is fundamental in building a high-performance team and a welcoming place to work.

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