Job Description

Job Description

Annuity / Life Insurance Sales Associate – Job Description

Insurance Agency Marketing Systems (IAMS) is experiencing significant growth and as a result, we are looking for an Annuity Sales Associate to join our Annuity team. This position will be an integral part of supporting this growth and will be responsible for providing support for our licensed insurance agents and recruiting additional licensed life insurance and annuity agents. We are looking for an individual with a positive and upbeat attitude, professional demeanor, and exhibits excellent interpersonal & communication skills. This position is heavily phone driven. All communication, correspondence and client relationships are over the phone.

Essential Job Duties and Responsibilities:

· Outbound marketing calls to prospective licensed annuity insurance agents across the country to promote the IAMS end-to-end case management and promote the insurance carriers we represent and incent them to contract with us.

· Create annuity illustrations for their products

· Provide case support for our contracted annuity insurance agents and annuity sales directors

· Understanding of all products and marketing programs IAMS offers

Financial Dimensions:

· This position is full-time, exempt

· Competitive salary plus bonus

Positions Reporting to this Position:

· Direct: None

· Indirect: None

Working Relationships:

· Works with insurance agents and carriers

· Works with Annuity and Life sales colleagues

· Works with administration and creative services team

Qualifications and Job Requirements:

· High school diploma/GED

· Minimum 2 yrs. of sales experience preferred

· Minimum 1 yr. of industry or relevant experience preferred

· Ability to work both independently and in a team environment with little supervision

· Demonstrated analytical, problem-solving and decision-making skills

· Strong interpersonal, verbal and communication skills

· Ability to interact with internal and external individuals at all levels including Management

· Ability to multitask and to prioritize workload under tight deadlines in a fast-paced environment with a “follow-up until resolved” mindset

· Must escalate appropriate issues in a timely fashion

· Must be detailed oriented with accuracy

Our clients (agents) and carriers are nationwide, so this position is heavily phone driven. All correspondence, communication & relationships are in the office on the phone.

Compensation and Benefits

· Competitive base salary based on experience and skills

· Company year-end bonus if Company goals are achieved

· Medical health insurance after 90 days of employment – 100% paid premium

· Monthly Company paid HSA contributions after 90 days of employment

· 401K retirement plan after 12 months of employment – employer match up to 4%

· 7 paid holidays

· PTO day during birthday month

· PTO – (0-3 years) = 15 days per year; accrued at 1.25 days per month

(4+ years) = 20 days per year; accrued at 1.67 days per month

· Employee anniversary cash based on years of service

· Employee birthday lunch cash

· Holiday cash (Thanksgiving & Christmas)

· Employee referral bonus – if referred hire is employed for 90 days ($250 bonus) 180 days ($500 bonus)

· Paid bereavement time off

Our Company:

Insurance Agency Marketing Services (IAMS) is one of the largest, independently owned Insurance Marketing Organizations in the country. Over its 36 year history, IAMS is committed to the principles of service, integrity and professionalism while providing our valued insurance agents the highest quality of service with the goal of exceeding expectations. Building trust and fostering lasting relationships are the essence of who we are and a fundamental part of our Company values. IAMS has experienced significant growth and has remained stable and thriving as a leader in the industry. IAMS is dedicated to maintain a small business, family oriented, positive and productive work environment and focus on the wellbeing of our employees, and company culture. Our company specializes in life insurance and annuities and supports independent producers throughout the country.

Company Description

Our Company:

Insurance Agency Marketing Services (IAMS) is one of the largest, independently owned Insurance Marketing Organizations in the country. Over its 36 year history, IAMS is committed to the principles of service, integrity and professionalism while providing our valued insurance agents the highest quality of service with the goal of exceeding expectations. Building trust and fostering lasting relationships are the essence of who we are and a fundamental part of our Company values. IAMS has experienced significant growth and has remained stable and thriving as a leader in the industry. IAMS is dedicated to maintain a small business, family oriented, positive and productive work environment and focus on the wellbeing of our employees, and company culture. Our company specializes in life insurance and annuities and supports independent producers throughout the country.

Company Description

Our Company:\r\n\r\nInsurance Agency Marketing Services (IAMS) is one of the largest, independently owned Insurance Marketing Organizations in the country. Over its 36 year history, IAMS is committed to the principles of service, integrity and professionalism while providing our valued insurance agents the highest quality of service with the goal of exceeding expectations. Building trust and fostering lasting relationships are the essence of who we are and a fundamental part of our Company values. IAMS has experienced significant growth and has remained stable and thriving as a leader in the industry. IAMS is dedicated to maintain a small business, family oriented, positive and productive work environment and focus on the wellbeing of our employees, and company culture. Our company specializes in life insurance and annuities and supports independent producers throughout the country.