National VP – Annuity Wholesaler
March 1, 2023 by Gallagher
About the job
Job Description
Gallagher (www.ajg.com) is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive, and people prosper. Well established (95 years) and financially stable ($7B annual revenue; NYSE), we live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
Partners Advantage (established1993, www.partnersadvantage.com), a Gallagher company, is a nationally renowned Independent Marketing Organization, catering to Insurance Agents, Investment Advisors & Broker Dealers with Annuity and Life Products.
Annual salary range:$50k – $70k and $60k – $90k draw against commissions
The Annuity Wholesaler will recruit and develop new business accounts. You can count on:
- No limitations on geography, niche or compensation
- Solid lead generation and new sales support
- Life Insurance cross-selling opportunities
- Supporting, caring leadership and teammates
- The ethics and stability of Gallagher
- Top tier resources for your new clients including a marketing powerhouse, contracting, incensing, suitability and new business support and the benefit of our extraordinary Carrier relationships.
Our ideal candidate will have excellent prospecting, relationship building and business development skills in the Annuity industry, preferable with an IMO.
Position Summary
This position is responsible for producing new business and servicing existing accounts.
List Of Essential Duties
- Produces revenue through sales to new and existing
- Provides service to clients according to their needs, retaining them as clients.
- Participates in team sales meetings & activities
- May manage overall client relationships and is supported by day-to-day account management.
- Assists, educates and develops other staff members in new client sales situations and existing client service requirements.
- Applies industry technologies to new sales, additional sales to existing clients and account service.
- Provides direction in account transfer situations.
- Prepares and implements an individual business plan and production budget.
- Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
- Bachelor’s degree, 1-year related experience, and appropriate insurance licensing required OR.
- Bachelor’s degree, participation in Gallagher’s Sales Internship Program (GSIP), and appropriate insurance licensing required OR.
- High School Diploma/GED and 6 years experience with appropriate insurance licensing required
Desired
- Brokerage sales experience
- Series 6, 63 or 7 and/or industry designations
- Strong knowledge of life, disability and long-term care markets
- Retail/Point of Sales Life Insurance experience
Work Traits
- Acts independently with minimal direction
- Strong communication and interpersonal skills
U.S. Eligibility Requirements
- Interested candidates must submit an application and resume/CV online to be considered.
- Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract?.
- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
- Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Job
Sales/Production
Primary Location
United States-Iowa-Urbandale
Organization
GBS – Practice Area Hub
Schedule
Full-time
Travel
Yes, 25 % of the Time
Job Qualifications
