American Equity Intern, Internal Sales in West Des Moines, Iowa
American Equity Investment Life Insurance Company is a leading retirement income provider specializing in fixed index annuities designed to protect principal and guarantee income. American Equity is committed to quality products and high-level customer service, integrity, excellence and safety, delivering customers the promise of protected growth of their savings and the dignity of a paycheck for life.
Founded in 1995, they currently fund over half a million retirements nationwide. American Equity is a NYSE-listed company and maintains an “excellent” rating from AM Best. The company is the #3 producer of fixed income annuities, has over $57 billion in assets, 21,000 active agents and over 700 employees. They succeed by hiring people who embody the beliefs that drive their unique, energetic, fast-paced and caring culture. The team is built on trust, motivated to accomplish a shared mission through collaboration, ownership, drive and innovation.
GENERAL PURPOSE OF THE JOB:
The primary role of the Internal Sales Intern is to provide ongoing support to the Eagle Life wholesaling teams by assisting them in identifying opportunities in their regions, building & executing marketing campaigns with our partner firms which results in driving sales toward our fixed & fixed index annuity product lines.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Shadow Internal Wholesalers to learn the essential duties and functions of the role.
Gain a basic-level of understanding around annuities and how they fit into the financial planning process
Familiarize yourself with our product lineup and our unique capabilities.
Assist wholesaling teams with illustration & pre-sale support requests, advisor list segmentation and creation/execution of marketing campaigns.
Build strong working relationships and partner with other critical teams including Marketing, National Accounts and Customer Excellence to achieve Objectives and Key Results.
Learn and Utilize various software tools to perform vital job functions. Salesforce CRM, Illustration Software, Customer Service Database. Etc.
Performs other duties as assigned.
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): NA
EDUCATION AND/OR EXPERIENCE:
Actively pursuing a Bachelor’s Degree in Marketing, Finance, Economics, Business Management or a similar field.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
None Required to apply
At the beginning of the Internship program, Eagle Life will sponsor your enrollment in a study course for the IA Life License including 1 exam fee, to be completed with 90 days of enrollment.
KNOWLEDGE, SKILLS AND ABILITIES:
Effective verbal and written communication skills.
Strong organizational and time management skills
Ability to build strong relationships with internal and external partners
Strong Mathematical skills and attention to detail.
Ability to effectively present information and respond to questions.
Proficient in the use of MicroSoft Office Suite.
Ability to successfully prioritize requests and meet deadlines in a fast-paced work environment.