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TruChoice Annuity Sales Support 1 | Hybrid

Job Level:  Professional
Location: 

Woodstock, GA, US, 30189

Due Date:  N/A
Area of Expertise:  Customer Services & Claims
Unit:  Allianz US Life
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  1208

TruChoice Financial Group is a Field Marketing Organization of Allianz Life. We are a dynamic sales and marketing organization and one of the largest distributors of financial services products in the insurance industry. We are designed to function as a foundation for the success of the independent financial professionals that we serve, leveraging the resources that only a large company can provide, while offering the individualized service of a much smaller one. TruChoice is committed to remaining an industry thought leader and innovator, and will continue to use our unmatched service model to allow financial professionals to focus on what matters most: helping clients achieve their retirement goals.

 

What you do:

The Annuity Sales Support team is responsible for increasing sales of annuity products through direct contact with all producers and wholesalers. This position is responsible for both outgoing and inbound calls; dealing with product recommendations, sales support and closing sales. Identifying and maintaining contact with producers through follow up on product quotes, running illustrations, materials sent to write business, and thank you calls for new business received. Identifying and resolving any potential issues and working with the appropriate people to resolve. Providing producers with support and problem solving in all areas.

 

  • Possess knowledge of all company products and creative ways to market these products to producers using advanced marketing concepts. Understand in detail, annuities and the industry. Utilize each contact as an opportunity to build a relationship and understand how to provide value to the producers business. Utilize database and other tracking methods to track producer production levels on current and proposed sales activity.
  • Identify and maintain contact with producers through follow up on product quotes, materials sent and thank you calls for new business received. Provide producers with product information, quotations, illustrations and materials required to be licensed and/or write business. Identify and resolve any potential issues and work with the appropriate people to resolve. Provide producers with support and problem solving in all areas
  • Introduce producers to our value-added programs and their benefits. Identify and maintain contact with potential and existing producers as required. Maintain and update producer information in DriveIT
  • Ability to be a professional inside sales person that advances the sales process. Promote/sell products and solutions by way of a consultative sales approach which includes but is not limited to positioning, product features, value add systems, continuing education programs, sales illustrations and strength of brand. Work with producers through various roadblocks that occur when writing and transacting business.

 

What you bring:

  • 0-1 years’ experience required: on a sales desk or have held a similar or higher position in Financial Services industry; 2-3 years’ experience preferred
  • Bachelor's degree or equivalent work experience required

 

 

What we offer:

TruChoice fosters a workplace where every person feels welcome. Founded to help others climb higher, our team of talented, passionate employees serves as a welcoming basecamp of service, knowledge, and experience to the financial professionals we serve. We know that within community the strain of the climb is reduced, and the dedicated members of our team come together to unleash a greater capacity to assist our customers in their ascent.

 

That philosophy carries over into our corporate culture too. We hire people who are dedicated to sharing the load with one another and we provide the quality training, support, and advancement opportunities you need to succeed. We offer generous benefits, a collaborative culture, and a unique level of energy. The result is engaged and productive employees. With medical, dental, and retirement benefits covered from the first day you join our team, you will know from the start that your contributions are valued. Ready to take your career to another level? Let’s climb together!


Nearest Major Market: Atlanta