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American Equity Intern, Internal Sales in West Des Moines, Iowa

Description

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.

SUPERVISORY RESPONSIBILITIES:

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.

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